Microsoft Dynamics 365 for Field Service

Innovate with proactive 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.

Drive operational efficiency with IoT

Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.

Optimize your resources

Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.

Make technicians more effective

Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.

Engage your customers

Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step

Capabilities

Drive operational efficiency with IoT

Harness the power of IoT to detect and diagnose problems before customers become aware of an issue.

Automate work order creation

Automatically create work orders, and schedule and dispatch technicians with relevant customer information on their devices.

Transform service with predictive maintenance

Move from costly scheduled maintenance plans to just-in-time predictive maintenance and repair, clean, or replace parts only when needed.

Optimize your resources

Improve profitability by automatically scheduling the technician with the right job skills and best location to fit in more appointments per day.

Personalize service with a complete customer view

Deliver value at every touchpoint. A 360-degree view of each customer’s journey enables agents to anticipate needs and personalize every interaction.

Empower dispatchers

Manage resource assignments across multiple work orders using an interactive, drag-and-drop schedule board.

Streamline inventory management

Synchronize and track inventory down to the truck level with real-time visibility to increase first-time fix rates.

Make technicians more effective

Keep technicians on time with the best route, turn-by-turn directions, and work order details that can be updated in real-time on any device.

Share customer information

Get a 360-degree view of customer preferences and history with personalized step-by-step instructions to reliably track and complete the task at hand.

Boost on-site efficiency

Improve field processes through mobile access to back office information for technicians to effectively capture and update all work order details.

Create new levels of productivity

Improve outcomes with access to leading-edge technologies such as mixed reality headsets to offer technicians hands-free guidance.

Engage with your customers

Engage customers proactively to increase transparency and trust by seamlessly sharing quote, contract, and scheduling information.

Create effortless service experiences

Make it easy for customers to keep track of service activities and self-schedule appointments with a customer portal.

Communicate proactively

Provide your customers with real-time technician location tracking and automated voice and text appointment reminders so they know when to expect service..

Innovate with an adaptable platform

Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.

Unify your service environment

Automate processes across Dynamics 365 applications and third-party systems for better engagement experiences.

Invest with confidence

Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data.

Drive innovation

Transform your customer interactions with deep insights that guide your teams to the right business outcomes.