Dynamics 365 Field Service
Optimize field service with Dynamics 365 Field Service using, AI, IoT and mixed reality for faster and more effective interventions.
Field Service support with Dynamics 365 Field Service
Challenges
Overcoming key obstacles in field operations
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Rising operational costs?
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
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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.
Benefits
Boost on-site service performance with Dynamics 365 Field Service
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Technician performance optimization
Assign the right technician to each job by identifying the specific skills and qualifications required for different types of tasks. -
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. -
Remote assist
Enable technicians to resolve issues effectively during the first intervention with Microsoft Dynamics 365 Remote Assist. Through live video calls, they can receive precise guidance from remote experts who see exactly what the technician sees on-site.
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
- Two Microsoft MVPs on board, offering early access to innovations and deep product expertise.
- 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
