Dynamics 365 Field Service

Dynamics 365 Field Service helps organisations provide field-based services to their clients, thereby improving resource productivity for on-site installation maintenance services. D365 Field Service is an end-to-end solution that helps your business manage complex service agreements, maximise customer satisfaction, track inventory and assets, manage service orders and effectively identify and dispatch resources. On top of all of this, you also gain the intelligence needed to provide proactive and preventive service and support.

Service Agreements:

• Service forecasting: Track warranties against assets and provide visibility into terms and expiration dates.
• Accurate billing: Ensure that service and billing conform to warranty requirements. Classify assets and track location, repair history, and maintenance schedules.
• SLA management: Manage terms, conditions, and automated renewals of contracts and Service Level Agreements.

Schedule and Dispatch:

• Balanced workloads: Identify and organise available resources by category to intelligently balance workloads and resources.
• The best technician: Match the skill set of the technician against the requirements of the work order.
• Optimised schedules: Decrease driving time between work by creating a schedule with geography, customer preference, availability, and SLAs in mind.

Inventory Management:

• Right-off Reduction: Accurately track service stock at mobile and fixed locations. Manage updates and stock history for any location including updating truck stock.
• Remote inventory access: Provide mobile access to inventory and parts information.
• Parts management: Manage inventory information for part transactions like requests, return material authorisations, stock adjustments or transfers.

Service Intelligence:

• Interactive dashboards: Provide real-time views of key service metrics through fully customisable, interactive dashboards.
• Customer insight: Deepen customer insight and identify business opportunities by tracking and correlating customer satisfaction with service metrics.
• Trends and forecasting: Identify trends, explore scenarios, and forecast outcomes to reduce effort scores, improve performance and identify best practices.

Dynamics 365 applications include:

Take your business to the next level.