Dynamics 365 Field Service
Understanding Dynamics 365 Field Service
Dynamics 365 for Field Service business application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for service tasks when they’re onsite fixing customer issues.
The right application for Field service in your business can optimize your field operations with the help of multiple remote monitoring tools. Also, it helps to optimize built-in intelligence with the use of coercive technology. Such as AI and the Internet of Things( IoT) providing excellent quality of work to the customers and users.
Dynamics 365 Field Service Intro
Dynamics 365 Field service has been playing a major role in establishing a secure and advanced connection. Between field workers onsite and customers for better analysis of the work done. Not only this, every user or customer can be easily tracked of the service being provided to them. More than using the Field service movement of field engineers can be tracked and controlled in real-time.
Dynamics 365 for Field Service allows organizations to manage and keep track of their field service operations end to end from work order creation until taking feedback from customers on the issue fixed. It works closely with Dynamics 365 for Customer Service and extends customer service functionality to the field in a much professional way.
Features of Dynamics 365 for Field Service
- Automatically creates and schedules work orders and provides instructions to every technician with the help of their mobile devices.
- Scheduling work orders against field agents from a single scheduling board based their skill set, availability, location, and proximity to the customer.
- Automated scheduling of appointments of consultations to the customers.
- Use of IoT and predictive Technology to detect and diagnose any problems that may come in the way.
- Predictive Maintenance together with Dynamics 365 Field Service for the machinery to schedule proper cleaning and repairing before anything goes downhill.
- Field engineers or technicians can keep a check on their assignments and update work status from mobile devices.
- Interactive dashboard to self-schedule appointments and track activities of orders
- Using Field service mobile app agents can manage work orders and activities in real-time for better customer experience.
- Use of higher-level technology such as Mixed Reality for video calling, annotations, and file sharing.
Dynamics 365 FS provides everything you need for your customer service business on the field. From optimizing the way you interact with your customers to scheduling work orders, everything is done in a systematic manner. Also, with the use of more and more high-level technology such as Mixed Reality, Internet of Things(IoT), Artificial Intelligence(AI), Machine Learning(ML), etc has paved the way for much more in the future.
Benefits of Using Dynamics 365 for Field Service
1. Inventory Management
With the help of Dynamics 365 Field Service business Application, it is easier to track all the inventory level management activities in real-time using the web and mobile applications. All your technicians on the field are able to get the correct scheduling of all work orders in the inventory and keep the field managers updated all the time.
With the help of Dynamics 365 for Field Service portal, it becomes easier for every manager to assign and manage work from home or office and get real-time updates
2. Enhanced Customer Service and Interaction
With the help of Microsoft Dynamics 365 Field Service, every organization can achieve an enhanced experience in customer service and interaction. Businesses are able to utilize this application to provide a quicker response to customers for any queries or updates related to work orders.
Moreover, unlike any other application, Dynamics 365 for Field Service enables real-time communication with field engineers and customers related to dispatch, inventory, and the engineers associated with it. With the use of digital signature technology, customers can utilize the benefit of signing off the deal digitally within seconds using the Field service app.
3. Optimized Scheduling
Dynamics 365 for Field Service App provides a dynamic dashboard for field service engineers to enable easy scheduling. Managers can easily identify and organize available field service resources by category to create a smarter workload and resource balance.
In fact, you can set up email notifications for customers with work order details such as the time of dispatch and status, so that they can monitor work order updates in real-time.
4. Use of Advanced Technologies
With the use of much-advanced technologies such as the Internet of Things (IoT) and AI, Dynamics 365 Field Service will enable you to detect and resolve issues remotely. The method of predictive maintenance is possible by feeding in the data of the activities of the machinery. Also, by making sure to carry on with the scheduled maintenance to avoid any errors further in the future.
5. Contract Management
Using Dynamics 365 for Field Service application, organizations can easily manage and maintain the accuracy of service contracts and the installed products of the customers. Field service managers can keep track of customer contracts easily and can notify customers of the contract renewal prior to giving them uninterrupted service. This will, in turn, help the organization to increase cash flow.
With the help of available templates, it becomes easier for managers to produce accurate billing and invoices to drive more sales opportunities in the future.
6. Dynamics 365 Field Service Mobile Application
It includes the use of a mobile application available for Windows, iOS, and Android Mobile devices. Field technicians can use the Mobile app to view their schedules, work orders, equipment details, and more as they travel to various customer locations each day.
This Field service mobile application does not have a limited number of custom entities. It can be used so long as the application is being used in the context of Field Service. Furthermore, for unlimited use of Scheduling optimization, there is an add-on capability known as Resource Scheduling Optimization. It allows potential customers to easily schedule while simultaneously optimizing appointment setting for travel time, mileage, and many other constraints.
Licensing Guide for Dynamics 365 Field Service
Dynamics 365 Field Service app is included part of Dynamics 365 for the Customer Service licensing package, and it can be subscribed separately too. It is the recommended choice for all your field service-based teams and work. Field service is supposed to manage the Resource Schedule Optimization.
It is licensed per resource included in the optimization process. Moreover, it will typically be accessed by a scheduler or dispatcher user who will designate any number of resources to be included. Multiple other licenses can be integrated with the Field service license for better and more efficient use of the licensing plan.
Every company or organization can opt for either User Subscriptions or Device Subscription-based. The User SL includes the latest version of the Field Service Mobile, distinct from the Dynamics 365 Mobile Client application.
Also read: The complete Dynamics 365 Licensing Guide
Integration with Dynamics 365 for Field Service
Dynamics 365 Field Service integrates with multiple other Dynamics 365 applications. It is for better growth and results of the organization. Every business organization can integrate their business apps with Dynamics 365 FS. For example, Hubspot, Zendesk, Shopify, API, and other Dynamics 365 applications.
You can enhance the capabilities by integrating it with other ERP applications. Furthermore, the Field service app integrates with add-on apps from Microsoft AppSource and other partners.
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