Deliver a seamless, end-to-end service experience with Dynamics 365 for Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.
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.
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.
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.
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.
Dynamics 365's no-code visual editors support rapid deployment and makes it easy for your business to adapt quickly to new market opportunities.
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.
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.
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
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.
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.