Microsoft Dynamics Solutions: CRM: Field Service

Microsoft Dynamics 365 Field Service

  • Optimized scheduling
  • Inventory management
  • Connected Field Service
  • Add prebuilt, customizable, applications
  • Contract management
  • Mobile productivity
  • Customer communications

Detect and resolve service issues remotely

Prevent service calls by remotely detecting and resolving issues using the Internet of Things (IOT)

Transform your field service operations

Improve first-time fix rates with head-up, hands-free video calling that allows field technicians to share what they see and get immediate help from offsite experts.

Optimize your resources

Increase productivity and profits by fitting in more appointments per day with optimized routes and assignments and give technicians complete customer and job data on their mobile device, even while they are offline.

Exceed customer expectations

Keep customers informed and empowered with self-service portals, proactive updates, and real-time technician tracking.

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 super session
  • Engineering change requests
  • Fleet management

Work order

  • Work order financials (time/tasks/parts/expenses)
  • Multi-channel customer communications
  • 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