What Is Dynamics 365 Field Service?

The Dynamics 365 Field Service provides a comprehensive view of your service orders and customer accounts. You can utilize the Field Service tool to schedule appointments quickly and easily when customers submit service orders. When your experts get on-site, they can utilize the mobile version of the app to report the problem, upload images, and finish the service request.

In the end, the program aims to make service fulfillment easier for technicians and the back office. You could, for example, use an automated scheduler that takes into consideration priority levels, technician availability, and required capabilities or certificates.

You can automate and streamline service activities using Microsoft Dynamics 365 Field Service. You can rapidly analyze the problem, schedule a service, and arrive at a resolution thanks to its unique filtering and dashboards.

Dynamics 365 Field Service

Schedule optimization, asset management, and invoice processing are part of Microsoft Dynamics 365 for Field Service, an end-to-end solution. To get the most out of the resources on hand, the system matches the best qualified and most available help with scheduling demands. It also gives techs a 360-degree view of the client connection and real-time coaching while they’re on the job.

Enhance your customer service by proactively providing updates. Tailor the updates to your specific processes and have them available to your customers to a self-serve through web portals. Microsoft Dynamics 365 Field Services also integrates with Microsoft 365 (previously Office 365), allowing users to access and track any externally executed conversations and actions from within one system.


  • Tailor customer engagements
  • Elevate employee effectiveness
  • Optimize service operations
  • Enhanced appointment scheduling

With Dynamics 365 Field Service, organizations can personalize customer engagements, boost technician effectiveness, and optimize service delivery with modern-day workforce enablement tools that put the customer first. Detect and resolve issues leveraging built-in intelligence and deploy the right technician with the right skills.

Tailor Customer Engagements

  • Increase customer engagement via automated notifications, appointments, and confirmations around service appointments, track technicians in real-time
  • Allow customers to schedule appointments directly and submit pre-service details as part of the request
  • Reduce costly scheduling errors or time spent rescheduling events

Elevate employee effectiveness

  • Provide field technicians applications that are easy to navigate and flow with context, maintained within any form.
  • Capture data efficiently while creating, updating, and completing service tasks using the field service app.
  • Integrate with other Dynamics applications to extend purchasing and inventory capabilities

Provide the right tools

  • Embed knowledge management into field services processes to increase first-time fix rates
  • Link knowledge articles about working orders, assets, products, and incident types
  • Enable collaboration with subject matter experts, technicians, dispatchers, and back-office using Microsoft Teams

Optimize service operations

  • Enable automated scheduling and free up team members to focus on value-added activities.
  • Manage certifications and skills, efficiently assigning the right resource to the right job, reducing costly delays or mistakes.
  • Quickly view unscheduled work orders, bookings, technician locations, and routes using the map view.
  • Enhanced scheduling with predictive travel times and resource scheduling optimization.
  • Leverage performance dashboards to monitor key metrics and measures across the operation.
  • Improve service with post-work surveys and solicited feedback embedded in the customer experience using D365 Customer Voice.

Health Care

An in-home health care service provider uses the application to
schedule and dispatch healthcare workers to administer medicine and
other care to multiple patients.

Lawn Care and

A scheduling professional uses the program to
assign lawn care pros to projects and in turn, they use
the app to note any sales opportunities,
and client notes and close the service ticket for invoicing.


A utility company uses the application to respond to outages by
dispatching technicians and power line workers to problem areas.

Device Repair

A medical device manufacturer sells machines to hospitals and clinics
and uses the application to manage maintenance and repair services
over the lifetime of the machines.

HVAC Experts

A facilities manager uses the application to deliver maintenance and
repair services for heating and cooling equipment.

Appliance sales &

An appliance store owner uses the application to monitor and
schedule installations and services calls.


Connect people and processes like never before.

Microsoft Dynamics 365 Business Central is a highly adaptable business management solution that automates and streamlines business processes. Companies can easily add functionality that is relevant to the region of operation and customized to support even highly specialized industries.

Microsoft Dynamics 365 Business Central ensures business continuity with a cloud solution that connects sales, service, finance, and operations teams to help them adapt faster and deliver results. Confidently move to the cloud with the operational speed, performance, and insights needed to make your business vision a reality.



Streamline Operations

Automated tasks and workflows unify your business and boost efficiency with tools your team is familiar with from Microsoft.


Data-Driven Decisions

Deliver real-time and data-driven business decisions by automatically reconciling accounts to close and report on financials quickly and accurately.


Increase Efficiency

Streamline your business by automatically integrating and storing data into one core business system, cutting costs and reducing errors.

Still have questions?

At TruNorth Dynamics, we don’t provide software solutions, we help solve business problems.
Remove organizational silos with one comprehensive solution that runs where you need it from a trusted partner.

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What is Microsoft Dynamics 365?

What is Microsoft Dynamics

Microsoft Dynamics 365 isn’t just one thing, but rather a vast array of technology solutions that enable companies to advance their business in a wide variety of ways. Unify data across the organization connecting people with continuous insights so that every decision, every action moves you closer to your vision. Having a new world of possibilities can be a bit overwhelming.

What is Microsoft Dynamics?

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