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Field Service

Dynamics 365 for Field Service helps take field service management to a whole new level by providing an end-to-end solution with capabilities that include; intelligent schedule optimisation, a mobile app providing your field service engineers with all the information they at their fingertips, asset and equipment management and self-service portals for your customers and partners so you can track the status of work orders from the web.

Dynamics 365 for Field Service also connects with the internet of things (IoT), allowing you to offer pre-emptive support by detecting and resolving potential problems with enabled equipment before they even become an issue.

Field Service Overview

Features & Benefits

  • 360-degree view of the customerAchieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.
  • Asset and equipment managementMManage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history.
  • Customer & partner engagementPortals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of your Dynamics 365 to deliver self-service options to enhance the customer experience.
  • Knowledge managementMake crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners, and field technicians.
  • Work order managementCreate work orders directly from a case, customer portal, email, or directly from your CRM and track against SLAs, entitlements, revenue, and related costs, and invoicing.
  • MobileBuilt with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.
  • Service contractsCRM service contracts help you maintain warranty and entitlement information organization-wide.
  • Inventory, parts & logisticsGet real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.
  • Scheduling and OptimisationAutomatically schedule and assign resources based on skills, location, required parts, and workload. Routes are optimized to meet SLAs and minimize drive times.
  • AnalyticsWith one central repository of information, key analytics and KPIs are at your fingertips for proactive decision making.

Dynamics 365 for Field Service Overview Image

EXTENDING DYNAMICS 365

One of the things we love most about Dynamics 365 is the value-add tools that are provided as part of most Dynamics 365 licenses or included with Office 365.

PowerBI

PowerBI

View your most critical business data through a single pane of glass, no matter where it lives or where you are. Create stunning real-time and interactive dashboards using natural English - so no need to rely on IT or build complex queries.

More About PowerBI
Portals

Portals

Allow your customers, partners, and employees to self-serve with beautiful web portals, fully integrated to CRM. And, best of all, a web portal is included within most Dynamics 365 subscriptions free of charge.

MORE ABOUT PORTALS PORTAL DEVELOPMENT SERVICES
PowerApps

PowerApps

Make Office 365 and Dynamics 365 your own with powerful apps that span productivity and business data. Customize SharePoint Online, use PowerApps with Microsoft Teams and build apps on Dynamics 365.

More About PowerApps PowerApps Services

Why Microsoft Dynamics 365?

1.
Adapt quickly
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
2.
Extend and connect
Dynamics 365 is highly extensible, helping you automate business processes across other Microsoft products and 100's of other third-party systems for a unified experience.
3.
Invest with confidence
Microsoft's cloud is one of the world's most trusted clouds. Reduce the cost and complexity of operating on-premises or hosted infrastructure by relying on state-of-the-art data centres to safeguard data.
4.
Drive innovation
Microsoft's continual investment in Dynamics 365 and aggressive release cycle means you can be reassured of a future-proofed platform that allows you to take advantage of the latest cutting-edge technologies such as Artificial Intelligence.

How we Help

Best-Fit Solutions

Best-Fit Solutions

We start by understanding your business, its objectives to help you design a CRM strategy to align people, process and technology. We provide a suite of end-to-end services to ensure you gain maximum benefit from your chosen solution.

Services
Deep-Level Technology Expertise

Deep-Level Technology Expertise

As Microsoft Dynamics 365 Gold Partners and with Centres of Excellence focused on the different areas of the CRM stack, our deep-level expertise means design innovative solutions leveraging the latest product features and keeping the total cost of ownership to a minimum.

Centres of Excellence Implementation Services
User At The Heart

User At The Heart

Its no point having an all singing, all dancing CRM if your users don’t understand the benefits. Our approach ensures your users are supported through your CRM journey and love the final outcome.

Change Management

Want to witness the power of Dynamics 365 for Field Service for yourself?

Don’t take our word for it, call us today on 01296 328 689 to arrange a no obligation demonstration.

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Would you rather try before you buy?

Take Dynamics 365 for sales a test-drive with a free 30 day trial. Call us on 01296 328 689 to get yours.

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