D365 for Field Service – Part of the Customer Engagement Plan

Optimised scheduling and predictive maintenance

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What is D365 for Field Service?

Microsoft Dynamics 365 for Field Service, included as part of the Customer Engagement Plan, empowers businesses to deliver a seamless experience to customers and tackle the bottlenecks in your business processes. The end-to-end workforce management software helps organisations resolve service issues before they occur, optimise scheduling capabilities and field service technicians with the latest mobile and cloud technology.

Designed for businesses who carry out work onsite at a customer’s home or premises (installation, maintenance, or responding to break/fix issues), Microsoft’s field service management software boasts a range of features to enable teams to get the job done using one solution.

Key Benefits:

Choosing a CRM system is a key decision for most organisations, large or small. It is usually a significant long-term investment and you don’t want to find yourself with a solution that is not fit for purpose, so longevity is a major factor when investing in a strategic solution. Keeping up with the developments in technology and having a solution that is agile enough to support the changes within your business is fundamental to the decision that you make.

Below are a few of the benefits of the solution…

Improve Performance

Increase Technician Productivity

Streamline Field Operations

Dynamics 365 Release Notes

Check out the new features & capabilities coming to Dynamics 365 as part of the upcoming Wave 1 Release, which will roll out from April 2020.

Read Our Release Notes Blog

Turn relationships into revenue

Key Features:

Download the Microsoft Dynamics for Sales Factsheet

Increase efficiency with IoT

  • Gain insight and intelligence – Harness the power of Internet of Things (IoT) and detect & diagnose problems before customers become aware of an issue
  • Automatically create work orders – Automate work order creation and scehdule & dispatch technicians with relevant customer information sent directly to their devices
  • Transform service with predictive maintenance – Schedulded maintence can be costly, Dynamics 365 helps you move away from these plans to just-in-time predictive maintenance and repair, or replace parts only when needed

Dynamics 365 for Field Service Dashboard

Resource optimisation dashboard - dynamics 365

Optimise your resources

  • Automate scheduling – Schedule the right technician with the right skills at the right time, fitting more appointments in per day and improving profitability
  • Manage resources better – Manage resource assignments across multiple work orders using an interactive, drag-and-drop schedule board
  • Improve stock management – Ensure each engineer has the right stock by tracking down to truck level in real-time, improving first-time-fix rates as a result

Optimise your resources

  • Automate scheduling – Schedule the right technician with the right skills at the right time, fitting more appointments in per day and improving profitability
  • Manage resources better – Manage resource assignments across multiple work orders using an interactive, drag-and-drop schedule board
  • Improve stock management – Ensure each engineer has the right stock by tracking down to truck level in real-time, improving first-time-fix rates as a result

Resource optimisation dashboard - dynamics 365

Make Technicians More Effective

  • Keep technicians on time – Ensure on-time appointments with the best route, turn-by-turn directions and work order details that can be updated in real-time across devices
  • 360-degree view of customers – Get a full view of customer preferences and history with personalised instructions, allowing you to reliably track and complete tasks
  • Improve processes – Mobile access to back office information boosts on-site efficiency for technicians, ensuring they can effectively capture and update all work order details

dynamics 365 for field service mobile dashboard

live work order in dynamics 365 for field service

Engage with customers

  • Build trust – Increase transparency and trust with customers by seamlessly sharing quotes, contracts and scheduling information
  • Put the customer first – Make it easier than ever for customers to keep track of service activities and self-schedule appointments with a customer portal
  • Communicate proactively – Provide real-time technician tracking and automated appointment reminders for customers

Engage with customers

  • Build trust – Increase transparency and trust with customers by seamlessly sharing quotes, contracts and scheduling information
  • Put the customer first – Make it easier than ever for customers to keep track of service activities and self-schedule appointments with a customer portal
  • Communicate proactively – Provide real-time technician tracking and automated appointment reminders for customers

live work order in dynamics 365 for field service

Optimise Your Processes

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