Microsoft Dynamics 365 Field Service

Smart Scheduling, Seamless Service, Satisfied Customers

Increase field agent’s productivity, optimize resource schedules, ensure proactive maintenance, and improve the first-time fix rate with Dynamics 365 Field Service.

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Microsoft Dynamics 365 Field Service – Streamlines On-Site Service Delivery

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Dynamics 365 Field Service is a comprehensive solution within the Microsoft Dynamics 365 suite. It is designed to streamline and optimize field service operations, like asset-routing for businesses of all sizes. The solution comes with capabilities like advance automation, work order management, enhanced tracking, resource management, and scheduling. This ensures the right technicians are dispatched at the right time with the right skills and tools.

Field Service software comes with an integrated toolset that helps organizations in a time-sensitive service aspect while offering an optimal level of customer satisfaction. By using the solution, businesses can track their field technicians, schedule service appointments, track service history, improve invoice accuracy, allocate resources and improve overall customer satisfaction.

D365 Field Service allows businesses to provide faster and more efficient service, reducing customer wait times and increasing first-time fix rates. Businesses can also ensure compliance with industry regulations and standards.

Having difficulty analyzing and improving technician performance?

Dynamics 365 Field Service offers advanced reporting and real-time dashboards for actionable insights, improving performance.

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Maximizing Efficiency with Dynamics 365 Field Service Benefits

Improve customer satisfaction, increase service agent productivity, enhance decision-making, and improve resource utilization with D365 Field Service.

Optimized Resource Scheduling

Optimized Resource Scheduling

  • Reduced rescheduled appointments
  • Automatically adjust schedules
  • Accommodate last-minute changes
  • Increase technician efficiency
Enhanced Customer Experienc

Enhanced Customer Experienc

  • Real-time appointment visibility
  • Automated appointment status notifications
  • Track technician’s arrival
  • Reduce waiting times
Proactive Maintenance

Proactive Maintenance

  • Get real-time data
  • Monitor equipment condition
  • Automate maintenance requests
  • Extend asset lifespan
Improved First-Time Fix Rate

Improved First-Time Fix Rate

  • Access to service history
  • Support mixed reality tools
  • Reduce operational cost
  • Reduce downtime
Route Optimization, Reduce Travel Time

Route Optimization, Reduce Travel Time

  • Optimize route
  • Minimize fuel consumption
  • Efficient technician scheduling
  • Reduce unnecessary travel
Accurate Arrival Times

Accurate Arrival Times

  • Track real-time technician locations
  • Accurate estimated arrival times
  • Get traffic updates
  • Notify arrival times changes
Technician Management

Technician Management

  • Faster issue resolution
  • Identify technicians with intended skills
  • Get technical assistance
  • Complete more service calls
Manage Follow-Up

Manage Follow-Up

  • Easily schedule follow-up tasks
  • Provide timely attention
  • Identify upsell and cross-sell opportunities
  • Improve service quality

Must-Have Features for Enhanced Agent Performance

Customize work orders, adjust schedules in real-time, and monitor equipment with IoT integration with Dynamics Field Service.

Automated Work Order Generation

Create work orders automatically from various triggers.

Work Order Lifecycle Tracking

Monitor work order progress from creation to completion.

Work Order Templates

Standardize work orders with predefined templates.

Task and Subtask Management

Break down complex work orders into smaller tasks.

Priority and Status Indicators

Prioritize and track work order status effectively.

Service Task Assignments

Assign tasks to technicians based on expertise and availability.

Work Order Customization

Tailor work orders to fit specific business needs.

Work Order Escalation Process

Address high-priority work orders promptly.

Dynamic Scheduling Board

Visualize technician schedules, assignments, and availability.

Drag-and-Drop Scheduling Interface

Easily assign or reassign jobs to technicians.

Technician Skill Matching

Match work orders to technicians based on skills.

Proximity-Based Technician Dispatch

Dispatch technicians based on their proximity to the job site.

Real-Time Schedule Adjustments

Adjust schedules in real time to accommodate emergency requests.

Multi-Resource Scheduling

Schedule multiple technicians, equipment, or vehicles required for a single job.

Capacity Planning and Forecasting

Plan resource capacity and forecast future workloads.

Automated Schedule Optimization

Optimize schedules using AI-driven algorithms.

Overtime and Shift Scheduling

Manage technician shifts and overtime to minimize overtime.

Offline Functionality

Access work orders, customer information, and other critical data offline.

Real-Time Work Order Updates

Receive real-time updates on work orders.

GPS-Enabled Route Optimization

Get optimized routes for navigation to reach the job sites quickly.

Push Notifications and Alerts

Receive notifications for assignments and updates.

Mobile Signature Capture

Capture signatures directly on the mobile device.

Parts and Equipment Lookup

Search for parts and equipment availability directly from the app.

Mobile Time Logging

Log in time spent on tasks, ensuring accurate labor hours.

Photo and Video Documentation

Capture visual evidence of work to show service is performed.

Interactive Customer Forms

Fill out and submit forms directly from the app.

IoT Sensor Integration

Integrate with IoT sensors for equipment monitoring.

Real-Time Equipment Monitoring

Monitor equipment performance with real-time data on performance metrics.

Automated Maintenance Alerts

Trigger maintenance alerts based on IoT data.

Predictive Maintenance Scheduling

Ensure equipment is serviced before breakdown with schedule maintenance.

Anomaly Detection Algorithms

Detect anomalies in IoT data for early intervention.

Remote Diagnostics

Perform diagnostics remotely to reduce on-site visits.

Proactive Service Scheduling

Ensure equipment works in optimal condition with proactive schedule service.

IoT Data Analytics

Get insights into equipment performance, usage patterns, and maintenance needs.

Condition-Based Maintenance Triggers

Trigger maintenance based on specific conditions to prevent failures.

Real-Time Inventory Tracking

Monitor inventory levels across locations to ensure availability.

Parts Availability Check

Check parts availability before scheduling jobs, reducing delay risk.

Warehouse Location Mapping

Track parts storage locations to enable quick retrieval.

Automated Inventory Replenishment

Automatically reorder parts and materials to ensure optimal levels.

Inventory Usage Reporting

Generate reports on inventory usage to plan future inventory needs.

Return Merchandise Authorization (RMA) Management

Manage returns and warranty claims to proceed with replacement or refund.

Inventory Cost Tracking

Track inventory costs to track inventory expenses.

Inventory Reconciliation Tools

Reconcile inventory levels to ensure accurate inventory records.

Contract Creation and Management

Create and manage service agreements.

Service Level Agreement (SLA) Tracking

Monitor and enforce SLAs to prevent breaches.

Warranty and Coverage Details

Track warranties and coverage to provide appropriate service.

Contract Renewal Reminders

Send renewal reminders to maintain continuous service.

Automated Billing and Invoicing

Automate billing and invoicing to reduce the risk of errors.

Prepaid Service Bundles

Offer prepaid service bundles to improve cash flow.

Contract Compliance Monitoring

Ensure that all service activities are compliant with contract terms.

Recurring Service Scheduling

Automatically schedule recurring services, ensuring consistent service delivery.

Service Agreement Reporting

Generate detailed reports on service agreements to optimize opportunities.

Are you losing out on contract renewals and customer retention?

Automate contract renewals and manage service agreements seamlessly to prevent breach of contract.

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Why Dynamics 365 Field Service Outperforms Other Solutions?

Microsoft Dynamics 365 Field Service allows businesses to optimize their operations, improve customer satisfaction, and drive business growth.

Comprehensive End-to-End Management

Dynamics 365 Field Service offers a complete solution, like work order creation, resource scheduling, dispatch, and post-service follow-up.

Optimized Resource Scheduling

Reduces travel time and costs by dispatching the right technician with the right skills at the right time.

Real-Time Mobile Capabilities

Technicians can update job statuses using smart phones on the go and resolve issues faster, resulting in higher first-time fix rates with mobile app access.

Proactive Maintenance with IoT Integration

Dynamics 365 Field Service integrates seamlessly with IoT devices, enabling proactive maintenance by monitoring equipment in real time.

Optimize Your Application with Expert Ed-to-End Services

Explore the wide range of services that are reliable, world-class quality, and competitive pricing.

Implementation

Dynamics 365 Field Service Implementation

Improve service delivery and enhance user proficiency with tailored implementation.

Upgrade Services

Upgrade to Dynamics 365 Field Service

Access the latest features and improve functionality to maintain a competitive edge.

Support Services

Get Comprehensive Support

Enhance operational efficiency and customer satisfaction with reliable support.

Why Dynamics Square is the Best Choice?

Dynamics Square is a leading Microsoft Gold Partner in Ontario with over 14 years of experience. We follow the Microsoft certified 3600 approaches to provide you with a perfect service you need to grow consistently. Here is why you can choose us:

Proven Expertise

Proven Expertise

We follow Microsoft-proven methodology to deliver high-quality Dynamics 365 Field Services Implementations and support, offering the best out of your investment.

Microsoft Certified Consultants

Microsoft Certified Consultants

We have a team of 135+ certified consultants that have extensive knowledge and expertise, offering tailored services.

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99% Success Rate

99% Success Rate

Over the years, we have served 250+ clients, including Canada, with a remarkable 99% success rate, ensuring seamless transition.

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Tailored Solutions for Your Business

Tailored Solutions for Your Business

We offer customized solutions to enhance customer satisfaction and drive operational efficiency, fulfilling unique business requirements.

Copilot: Your Field Service Assistant in Dynamics 365

Copilot can further enhance the capabilities of Dynamics 365 Field Service. It helps improve efficiency, reduce costs, and deliver exceptional customer service.

Get Real-time Guidance

Technicians can receive step-by-step instructions, troubleshooting tips, and knowledge base articles directly within their mobile or web apps.

Increase Output!
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Predictive Maintenance

Copilot can analyze equipment data to identify potential failures and recommend preventive actions, minimizing downtime and costs.

Act Proactively!
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Dynamics 365 Field Service Pricing: What You Need to Know

To make the informed decisions, it is essential to know the Dynamics 365 Field Service pricing. Here is the detailed table with pricing in 2024.

Dynamics 365
Field Service Contractor

CAD $67.80 user/month
  • - App access
  • - Access to Dynamics 365 Guides (limited)
  • - Access to Dynamics 365 Remote Assist (limited)
  • - Vendor and contractor management (limited)
  • - Scheduling and resource dispatching (limited)

Dynamics 365
Field Service

CAD $128.90 user/month
  • - Everything in Contractctor license +
  • - Planned maintenance agreements
  • - Returns processing
  • - Copilot
  • - Technician performance analysis

Dynamics 365 Field Service - Resource Scheduling Optimization

CAD$40.70resource/month

Got any questions About
Field Service

Click through to our FAQ for the best answers!

Dynamics 365 Customer Service focuses on managing customer interactions, support tickets, and service-related inquiries, aiming to enhance customer satisfaction. On the other hand, Dynamics 365 Field Service manages on-site service delivery, including work orders, scheduling, and resource management. It is designed for businesses that dispatch technicians to customers' locations for repairs or installations.

No, Dynamics 365 Field Service is not free. It requires a separate subscription, which includes various pricing tiers based on the features and number of users. However, it offers free trials to allow businesses to explore its capabilities before committing to a paid plan.

Connected Field Service in Dynamics 365 integrates IoT capabilities to monitor and manage equipment remotely. It enables proactive maintenance by alerting service teams to potential issues before they occur. This allows for predictive maintenance and reducing downtime. It leads to more efficient service delivery and improved customer satisfaction.

Dynamics 365 Field Service offers numerous benefits, including improved scheduling and resource allocation, enhanced customer satisfaction through timely service, and reduced operational costs via optimized routes. It also increases technician productivity by providing real-time information and streamlining work orders.

The Requirement Group feature in Dynamics 365 Field Service allows businesses to define and group multiple service requirements for a job, ensuring that all necessary skills, resources, and equipment are available. It streamlines complex service jobs by matching the right technicians and resources, improving efficiency and ensuring successful service delivery.

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