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.

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.

• 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

• 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

• 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

• 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.