Dynamics 365 for Field Service
Microsoft Dynamics 365 for Field Service is a complete field service management software that includes service locations, service agreements, customer assets, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.
Magnifez Technologies has broad experience in with Field Service. Many of our clients span relevant industries including restoration, building inspection, natural resources, utilities, and more. We’re familiar with your business challenges and have the skill to address them with Dynamics 365.
Dynamics 365 for Field Service Features
Dynamics 365 for Field Service is a platform that helps you optimize the operations of your support technicians that visit customers.
Optimized Field Scheduling:
Organize field service teams and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows. Which includes more precise appointment scheduling to fit more appointments.
Use artificial intelligence and intuitive tools to deliver field service in the most efficient way possible.
Fully automating the scheduling process, or use a drag-and-drop interface to allocate resources. Automating scheduling takes into account truck inventory, regulatory requirements, service level, technician skills, customer preferences, and priority customers. Making the most of your technicians’ time by reducing the amount of time spent on the road.
Ensure your field service agents are well-stocked and reduce the costs associated with write-offs and insufficient inventory levels. Measuring inventory down to the truck, depot, or warehouse level. Automating inventory level adjustment based on field use, returns/RMAs, transfers, and purchases. Forecasting your future inventory needs and take advantage of just-in-time ordering.
Manage SLAs and Service Agreements:
Maintaining a record of your warranties, terms and conditions, billing rates, materials, expiration dates and more.
Automatically creates flexible and recurring service schedules based on commitments. Classifying customer assets with barcodes and serial numbers.
Make it easier to manage and maintain the accuracy of service contracts and installed products across customers and locations using field service management software. Microsoft Dynamics 365 for Field Service provides more visibility into contact information, so you can drive faster, more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue. Use recurring service templates to pull in work schedules and pricing to simplify the quoting process. Manage recurring service appointments with flexible billing options. Win more service contracts by proactively engaging leads from contact to contract.
Keep your customers informed with self-service capabilities includes See upcoming, completed, and open appointments. Customers will stay informed with real-time arrival estimates, technician photo and vehicle information.
Integrate with other Dynamics 365 modules to further enhance the customer experience.
This helps to keep technicians in the loop. Field service representatives can see the day’s calendar of work, update their availability status, and use GPS turn-by-turn directions, View case details, customer history, and resolution steps for individual appointments. Mobile accessing helps collect information in the field including work order updates, satisfaction surveys, signatures, payment, and photographs of work completed.