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Dynamics 365 Field Service Implementation

Dynamics 365 Field Service helps organizations deliver efficient on-site service by combining workflow automation, intelligent scheduling, and mobility. Field technicians can resolve issues at the point of service, supported by Copilot for instant access to instructions and data. IoT and predictive analytics prevent issues before they escalate, while Remote Assist in mixed reality mode allows remote problem-solving and training, reducing travel and speeding up resolutions.

Overcoming key obstacles in field operations

Rising operational costs?

Lower them by improving first-time fix rates and reducing unnecessary technician dispatches. Reduce repeat visits with detailed work order information, IoT integration, and remote diagnostics and repair capabilities.

Disorganized scheduling?

Automate task assignment with Resource Scheduling Optimization an AI-driven engine that schedules visits based on technician location, skill set, and work order priorities.

Limited data visibility?

Integrate with Power BI to track key service metrics such as resolution time and first-time fix rate, gaining full operational insight and enabling data-driven decision-making.

Lack of transparent communication with customers?

Give customers access to a self-service portal and real-time SMS or email notifications, allowing them to track service status and technician location using the “Where’s my technician?” feature.

Deliver smarter, faster service with Dynamics 365 Field Service

Self-service appointment tracking

Give customers access to a portal built with Microsoft Power Apps, enabling them to track the progress of their service requests.

Automated updates

Send automatic email and SMS notifications to keep customers informed about upcoming visits, schedule changes, and service progress.

Post-service feedback collection

Gain valuable customer insights by sending automated, personalized surveys after each completed service visit.

Support technicians in problem-solving

Use Copilot to access relevant instructions and answers without the need to manually search through documentation.

Boost on-site service performance with Dynamics 365 Field Service

Technician performance optimization

Assign the right technician to each job by identifying the specific skills and qualifications required for different types of task.

Route planning and optimization

Use advanced mapping and routing tools to streamline scheduling and reduce travel time between service appointments.

Improved customer communication

Send appointment notifications and service completion confirmations to increase transparency, trust, and customer satisfaction.

Simplified technician workflows

Enhance technician productivity with Copilot, enabling natural language queries and fast work order updates directly from the mobile app.

Empower your technicians with intelligent field service capabilities

AI-powered resource planning

Schedule tasks faster and more efficiently with intelligent resource scheduling, and manage technician workloads using the schedule board across different views and locations automatically assigning jobs to the nearest available experts.

Knowledge article creation

Create and publish knowledge articles with text, images, and videos to support technicians in the field. Schedule publication or assign for review before making the content available.

Data capture and reporting

Capture service data on-site using photos, voice notes, barcode scans, and checklists to ensure accuracy and eliminate billing and reporting errors.

IoT alerts in Field Service

Integrate field services with IoT to receive data from connected devices and automatically generate alerts when anomalies are detected. This enables proactive action by converting alerts into service work orders before failures occur, helping reduce downtime and repair costs.

Barcode scanning

Enable technicians to quickly and accurately enter data by scanning barcodes in the Dynamics 365 Field Service mobile app. Automatic record search in the database reduces work time, minimizes the risk of errors, and streamlines service order handling.

Microsoft Teams integration

Connect Dynamics 365 Field Service with Microsoft Teams to enable real-time collaboration on work orders and improve cross-team communication.

Implement Dynamics 365 Field Service with support from experts

Choosing the right partner is key to success. At Netwise, we provide:

Two Microsoft MVPs on board, bringing top-tier product insight and early access to platform innovations

Proven experience delivering Field Service solutions across industries such as manufacturing, utilities, and technical services.

In-depth knowledge of the Dynamics 365 Field Service platform, including IoT

Strategic consulting aligned to your business needs and processes

Martyna, Team Leader and Business Consultant. At Netwise since 2015.

Discover the possibilities
with Dynamics 365 Field Service

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Ready to empower your service teams with Dynamics 365 Field Service?

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