Microsoft Dynamics 365 for Field Service – easily manage remote staff

Microsoft Dynamics 365 for Field Service provides the complete management solution for your field sales and service teams and can drastically improve performance levels using it’s intelligent scheduling, enhanced transparency, remote asset monitoring and billing management.

Microsoft Dynamics 365 for Field Service enables you to manage your entire customer journey from end to end. Using the easy to use application, Managers can generate work orders, encompassing all of the information you need to dispatch field agents to service locations on time every time.  The flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

The Field Service application including the Connected Field Service System also includes a wealth of other benefits, you can also manage service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics. Our specialist Microsoft Dynamics Consultancy team can also set up Agreements to manage service contracts, ensuring your can provide regular planned maintenance services to your customers, and easily predict resource demand.

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Microsoft Dynamics 365 for Field Service

Equip your workforce

Seamless real-time communication and collaboration between customer service, dispatch, field service agents and your customers

Efficient scheduling

Optimise your service schedule with job routing, resource skill matching with the added ability to quickly reallocate resources

Reduce call out costs

Increase first time fix rates and delivery performance by only sending out the field service team as and when it’s necessary

Manage Resource

 Efficiently match the best field agent to a work order based on availability, proximity and the required skills for the job

Service locations and customer assets

Store and manage information about your customers’ service locations and all the serviceable customer assets.

Preventative maintenance

Configure service agreements that will automatically generate recurring work orders to ensure equipment is always maintained

Inventory management

The inventory management system that tracks real-time inventory levels by warehouse and includes all mobile truck stock

Mobile Application

Give the field sales team quick and easy access to their schedules and work orders via the inclusive iOS and Android app