Optimize your field service operations with dynamics 365
field service
Create new business opportunities and
efficient service outcomes for our customers
- Servitization
- Reactive to predictive
- Connected experiences
- Resource schedule optimization
Universal Resource Scheduling
Manage organization resources, and
reduce costs operating costs
- Schedule anything from one central interface
- Schedule service facilities, docking bay, rooms, and more
- Find best resource by skill, territory, role, or other factors
- Manage individual or crew schedules
- Define Resource Pools
- Find and substitute resources
- View Traffic Information and possible route closures
Internet of Things
Create a proactive service model by
remotely monitoring and scheduling device service
- Track device anomalies
- Integrated with Azure IoT Hub & Azure IoT Central
- Remotely send commands to devices
- Group devices for easier management
- Define Command Definitions for reusable device administration
- Trigger service processes based on device data
- View real-time device telemetry data
Demand management
- Customer portals
- Multi-channel customer communications
- IoT integration
- Triage support
- Field work order/appointment request
- Field quoting
- Field parts sourcing
- Ticketing system integration
- Long cycle work requests
Work planning
- Forecasting (shift planning, rostering)
- scheduling optimization (SLAs and VIP customers, cost optimization, labor leveling)
- Parts demand planning
- Purchasing
- GIS integration
- Customer communications
- Third-party service enablement
Operations
- Invoicing/price books
- Managing installed assets
- Maintenance agreements
- Maintenance plans/quoting
- Warranty management
- Revenue recognition
- Reverse logistics
- Depot repair
- Equipment supersession
- Engineering change requests
- Fleet management
Work order
- Work order financials (time/tasks/parts/expenses)
- Custom forms (e.g. inspection)
- Evidence (e.g. signatures, pics)
- Equipment updates
- Recommendations
- Payment collection
- Customer survey
Technician enablement
- GPS integration
- Telematics integration
- Directions/maps/routing
- Equipment history/site details
- Peer collaboration
- Customer communications
- KB and work instructions
- Purchasing and quoting/sales
- Tool management
Analytics and
integrations
- Field service performance management
- Cross-functional predictive analytics
- Alerts, notifications, gamification
- ERP, CRM, GIS integration