MS Dynamics 365 Field Service

Deliver quality, proactive field service

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Microsoft Dynamics 365 for Field Service is a complete management solution that includes service locations, customer assets, preventive maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Service Agreements

Capture customer information, service level agreements, and recurring preventive maintenance schedules to ensure accurate service delivery.

Asset Management

Manage and control customer service location and asset information to maintain a 360-degree view of service considerations and history.

Inventory Management

Manage service inventory, set re-order points, and track stock to the truck level to drive efficiencies and response times.

Work Orders

Quickly generate work orders to dispatch field personnel to service locations.

Scheduling and Dispatch

Manage individuals, teams, and assets with a flexible drag-and-drop graphical schedule board and shared resource pools across business units.

Resource Schedule Optimization

Optimize your service scheduling activities with intelligent scheduling, resource skills matching, automated routing, and step-by-step travel directions.

Preventative Maintenance

Automatically generate recurring work orders to ensure that customer assets are properly maintained before issues occur.

Mobile Apps

Provide technicians and field resources with real-time access to information and processes across all devices and platforms, with both online and offline modes.

Customer Billing

Quickly turn completed work orders into customer invoices to bill your chargeable work.

Integrated Communication

Ensure real-time communication and collaboration between customer service, dispatch, field agents, and customers through integration with Office 365 tools such as Skype for Business.

Service Intelligence

Leverage big data, the Internet of Things, machine learning, and embedded analytics to gain real-time visibility and predictive insights.

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