Dynamics 365 for Field Service

Dynamics 365 Field Service

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

Field Service FeaturesDynamics 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.

Inventory Management:

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.

Contract management:

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.

Customer Insights:

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.

Mobile Access:

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.

Contact us for your queries and questions on our services

I got a project to work on MS Dynamics CRM and in some situation was required third party support because of a difficult task it was very much to business needed… Then I got “Firoz Muhammed’ ” who helped me to success the project as it has some logical process behind the app.

Thanks, Firoz Muhammed – For making the project successful and his help was useful to both me and our company.

Syed Faisal
Syed Faisal
Dynamics 365 Implementation

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