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.Get in touch to discover more
Seamless real-time communication and collaboration between customer service, dispatch, field service agents and your customers
Optimise your service schedule with job routing, resource skill matching with the added ability to quickly reallocate resources
Increase first time fix rates and delivery performance by only sending out the field service team as and when it’s necessary
Store and manage information about your customers’ service locations and all the serviceable customer assets.
Configure service agreements that will automatically generate recurring work orders to ensure equipment is always maintained
The inventory management system that tracks real-time inventory levels by warehouse and includes all mobile truck stock
Give the field sales team quick and easy access to their schedules and work orders via the inclusive iOS and Android app
Microsoft Dynamics 365 for Field Service has an inclusive mobile application (available on iOS and Android devices). Engineers are helped to keep on time by being provided with most efficient route for the day, backed up with turn by turn directions. Once on-site, an Engineers has access to a complete 360-degree view of the customer via the App, where they can quickly see previous interactions, customer asset information and contact details. This ensures they are fully equipped to deliver the best service and able to add additional products and services whilst out in the field which can then be seamlessly billed by your back office staff once signed off remotely by the customer.
This year at Microsoft Inspire, Microsoft’s annual partner conference, Microsoft unveiled Connected Field Service, harnessing the power of Azure IoT (Internet of Things) to provide proactive remote monitoring where issues can be detected and resolved without human input. Connected Field Service connects sensors in remote devices with Microsoft Dynamics 365 enabling customers to implement efficient workflows for detecting, triaging and then fixing or scheduling the required resource to attend site. IoT monitoring can detect changes in measurements across a wide range of variable such as temperature, age or humidity and use them to predict component failures before they happen.
Using Microsoft’s AI engine, Microsoft Dynamics 365 for Field Service can also help you to optimise your resource usage, suggesting the best route for an engineer to take so they can get the most jobs done in a day, forecasting how much resource you will need based on demand and also monitoring customer feedback to identify issues so you can resolve them before they escalate. In addition to Connected Field Service, Microsoft have also released the Remote Assist package. Using HoloLens hardware, a remote engineer can call for help and have a head-up display with a hands-free call where they can collaborate with another engineer and receive help. The remote engineer can even annotate in the field engineer’s field of vision, highlighting key issues or fixes.
We run each of our Microsoft Dynamics 365 for Field Service projects by adopting the Agile project management approach which is a rapid and flexible methodology that consists of robust planning, evolutionary development, efficient budgeting, prior delivery and ongoing improvement. We make it easy for our clients to sign off each part of the project by breaking the large delivery elements down in to short ‘sprint’ cycles.
Stat source: Gartner December 2017 – Magic Quadrant for Field Service Management
The application stack within Microsoft Dynamics 365 is extensive, with each application playing a vi...Read More