Microsoft Dynamics 365 for Field Service is a business application, helping organizations in delivering onsite service to a customer location.

The application combines workflow automation, scheduling algorithms and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.

D365 for Field Service provides every service need by an organization, from optimized work order scheduling to predictive maintenance.

Dynamics Field Service management software is designed for the businesses who carry out work onsite at a customer’s premises.

This can include installation, scheduling and recurring maintenance or responding to break/fix issues.

Microsoft Field Service is an end-to-end solution for each individual team member to perform their job, all through one single easy to use a platform.

For whom is the Field Service?

Field Service is for any service organization, focusing on delivering on-site installation, maintenance and repair.

Microsoft D365 Field Service can benefit them in improving the productivity of field-based teams and increase customer satisfaction.

Here are some examples of types of organizations use Dynamics 365 to manage their field service:

Manufacturers – A medical manufacturer sells his machines to hospitals and clinics and used this application to manage maintenance services over the lifetime of the machines.

Utilities – A fibre optic cable utility company uses this application to respond to a power cut or equipment shut down by dispatching technicians to problem areas.

Health Care – An in-home health care service provider uses this application to schedule and dispatch health workers to examine patient.

Equipment Maintenance – The facilities manager uses this application to provide maintenance and repair service to their customers on time.

Organizations can track their field service technicians work and improve service delivery. Microsoft Field Equipment is also designed to provide tools and increase the efficiency of the entire service team.

Let’s check out some of the key roles performed by the service team and how that can be improved.

Looking for Dynamics 365 Field Service Consultants for your client’s project? Contact Outsourcing Pundit & Offshore them.

Microsoft Dynamics Field Service Roles

Customer Service – It helps customer service agents to prioritize incoming requests and determine when to create a work order for on-site visits.

Service Managers – They can track performance metrics and oversee service delivery, helping them in finding ways to increase efficiency and standardize the process.

Dispatchers – Their work is to review and schedule work orders for the resources. Dynamics 365 Field Service helps to schedule work for resources on schedule board through resource availability searches.

Field Technicians – Manage their assigned work orders using a mobile app on phone or tablet and perform their work onsite at customer locations.

Inventory Managers – Their work is to ensure that the field technicians are having what they need to complete their jobs. Also, they handle the project returns and purchase inventory.

Microsoft Dynamics 365 Field Service Capabilities

There are five major capabilities that will allow you to move from reactive to proactive field service.

Operational Efficiency with IoT

Diagnose Problem – By the help of IoT, detect and diagnose problems before the customer becomes aware of an issue.

Automate Work – With this application you can automatically create work orders, schedule and dispatch technicians with relevant customer information on their devices.

Resources Optimizing

Automate Scheduling – Can automatically schedule technician with the right job skills and best location to fit in more appointments per day. Stock Management – Synchronise and track stock down with real-time visibility to increase first-time fix rates.

Make Technicians more Effective

On Time Appointments – Drive technicians with the best route to be on time, brief them with turn by turn directions, and work order details that can be updated in real-time on any device.

Boost On-site Efficiency – Improve field processes through mobile access to back-office information for technicians to effectively capture and update all work order details.

New levels of Productivity – Improve outcomes with access to leading-edge technologies such as mixed reality headsets to offer technicians hands-free guidance.

Engage with your Customers

Build Customer Trust – You can proactively engage with customers to increase transparency and build trust by seamlessly sharing quotes, contracts and scheduling information.

Effortless Service – Create a customer portal to make it easy for them to keep track of service activities.

Communicate Proactively – You can give real-time location tracking of a technician and an automated voice and text appointment reminders, so that customer can known when to expect service.

Adaptable Platform

Adapt quickly – No coding knowledge required! With visual editors and tools, quickly build and deploy web and mobile apps suited to your business.

By adopting Microsoft Dynamics 365 Field Service an organization can improve the scheduling to dispatch the best technician and get the most value out of resources.

Share a 360-degree relationship view & real-time guidance to improve resolution time & earn client trust.

If you are looking for Dynamics 365 Field Service Consultant for developing your offshore D365 Field Service application, then contact Outsourcing Pundit.

Source: Microsoft

About Outsourcing Pundit

Outsourcing Pundit is an Offsite Staff Augmentation company having a large pool of resources for different Microsoft Product portfolio. Resources are available as per different expertise and experience based on customer requirement. Outsourcing Pundit act as an e-commerce platform wherein resources are available on the portal as per category. They can be screened, interviewed and selected from the portal itself.

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