Microsoft Dynamics 365 for
Field Service
Microsoft’s Dynamics 365 for Field Service is an end-to-end solution for optimising your field services capabilities. It features in-built intelligence and advanced analytics, enables companies to deliver projects on time and within budget while improving their productivity. With an intelligent field service software at place, you can focus more on core business operations such as sales, planning, resourcing, delivery, and billing and worry less about tangible field service elements, such as scheduling, documentation, customer experience, and others.
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Microsoft Dynamics 365 
Field Service
Dynamics 365 for
Field Service Automation
Optimise and schedule your field service resources by leveraging the various modes of scheduling – manual, assisted, and automated. Each of the workflow feature visual cues that simplify work and management. The offered inventory management capabilities provide real-time information from deliveries and technicians, ensuring that the right parts are always available for prompt service. Technicians, while they are on the field, are always connected with backend specialists through a mobile application updating their status from driving to work-in-progress to job completion. Dynamics 365 enables
- Multi-day projects planning, estimation, and pricing
- Resource Optimisation
- Project status and finance tracking and approvals
Key Capabilities
Dynamics 365 for Field Service enhances customer engagement by keeping customers informed with connected interactions about their work order and empower your sales and delivery team with modern service delivery tools and techniques, resulting in improved brand loyalty and optimised growth.
SERVICE AGREEMENTS
- SERVICE FORECASTING
Get real-time information on warranties of products and related terms to keep customers updated.
- ACCURATE BILLING
Assets classification, tracking repair history and maintenance schedule to accurate service and billing.
- SLA MANAGEMENT
Ensure customers are aware of the terms & conditions of contracts and Service Level Agreements and auto-renew policy.
SCHEDULE & DISPATCH
- BALANCED WORKLOADS
Identify and organise resources by categorising them to balance workloads.
- THE BEST TECHNICIAN
Match the skill sets of the technician with the requirement of the work order.
- OPTIMIZED SCHEDULES
Leverage geography, customer availability and SLA to schedule service delivery for swift and positive outcomes.
INVENTORY MANAGEMENT
- RIGHT-OFF REDUCTION
Track service inventory; manage updates and history for all locations including updating truck stock at mobile and fixed locations.
- REMOTE INVENTORY ACCESS
Cloud-based solution provides access to inventory and parts information from anywhere at all times.
- PARTS MANAGEMENT
Manage parts inventory including new service requests, return material authorizations, stock adjustments or transfers.
MOBILITY
- ON-TIME APPOINTMENTS
Prepare and provide work order details to technicians with best schedule and turn-by-turn driving directions to ensure they are always on time.
- CASE HISTORY & INSTRUCTIONS
Get 360-degree view of customer preferences and history. Use it to prepare a personalized set of instruction and share it with the technician to deliver best-in-class service.
- WORK ORDER COMPLETION
Real-time connectivity with the back office enables technicians to effectively capture and update all work order details for verification and closing the work order.
OPTIMISE SERVICE WITH IoT
- DETECT ANOMALY
Detect, troubleshoot, and resolve problems remotely before the customer becomes aware of it and dispatch a technician only when necessary.
- PREDICTIVE MAINTENANCE
Service or replace parts as and when needed, and not waiting for the customer to schedule a service.
- AUTO WORK ORDER CREATION
Automatically create work orders, schedule a visit, and send the best technician with relevant information about the customer, their device, and type of service required.
CUSTOMER-CENTRIC EXPERIENCE
- 360 DEGREE VIEW
An all-inclusive customer portal to keep track of service activities, including upcoming and previous appointments.
- OUTBOUND COMMUNICATIONS
Send automated voice and text messages reminders to customers about upcoming appointments.
- TECHNICIAN VISIBILITY
Provide customers with self-scheduling capabilities and enable them to track the technician, enabling them to manage their other tasks accordingly.
SERVICE ANALYTICS
- UNIFIED PLATFORM
The all-in-one Dynamics 365 for Field Service dashboard provides all the features from scheduling to managing to analysis.
- 360-DEGREE PROJECT VIEW
Analyse and understand project performance, customer feedback to improve and optimise performance for better results.
- TRENDS & FORECASTING
Built-in intelligence provides strong analytics with drill-down capabilities to help identify trends and forecast outcomes to prioritize service offerings and adopt best practices.
INTEGRATED, FLEXIBLE AND SCALABLE SOLUTIONS
Integrate Dynamics 365 for Field Service with your business operations, and then add more Dynamics 365 modules as your business grows.
- Dynamics 365 for Finance and Operations
- Dynamics 365 for Sales
- Dynamics 365 for Customer Service
- Dynamics 365 for Project Service Automation
Resources
Video & Rich Content
Field Service Automation
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REQUEST A PERSONALIZED DEMO
We can help you by personalising a product demo with your own sample business data to make ease for you to take decision with confidence.
Why Dynamics Square?
Dynamics Square is a leading Microsoft Dynamics 365 Partner offering services, providing top-notch technology solutions and services in some of the leading Australian cities namely Sydney, Melbourne, Perth, and Brisbane. We leverage market-leading technologies, consultants, processes and proven methodologies to drive your businesses’ digital transformation. Thanks to our unwavering focus towards quality, we have a resounding client-base not just in Australia but also in other parts of the world.
Years of Expertise
Our years of expertise helps us to align ourselves with our customer’s business needs, expectations with Microsoft Business Solutions.
In-depth Knowledge
Our in-depth knowledge of products, technology, and Industry helps us to design the solution that align with our customer’s business needs.
Subject Matter Experts
Our highly experienced team of Professionals having the collective experience of over hundreds of successful Project implementations.
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