Microsoft & Intuit Partner
Call us today (855) 227-0700

Mon-Fri 09:00-18:00 PST

  • YouTube - Training
  • LinkedIn - Grey Circle
The field service application  includes a combination of features that enables business to achieve the following:
  • Improve first time fix rate
  • Increase completed service calls per technician per week
  • Take advantage of up-sell and cross sell opportunities while managing follow-up work
  • Reduce vehicle wear & tear, as well as travel time
  • Organize and track customer issue resolutions
  • Communicate more accurate arrival time to customers
  • Provide accurate account and equipment history to the field technicians
  • Keep customers up to date with the status of service calls
  • Schedule on-sight visits at the convenience of customers
  • Avoid equipment down time through preventative maintenance measures
Type of organizations that use the application to manage their field service management include:
  • Manufacturing - A medical device manufacturer sells machines to hospitals and clinics, and uses the application to manage maintenance services over the lifetime of the machines.
  • Utilities - A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.

  • Health care - An in-home health care service service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.

  • Equipment maintenance - A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.

Dynamics 365 Business Central helps organizations within the Field Service industry deliver onsite service to customer locations. With the application combining workflow automation, scheduling algorithms, and mobility, Dynamics 365 sets up mobile workers to accomplish tasks onsite with accuracy and efficiency.

Dynamics 365 for Field Service Management

Dynamics 365 Field Service Key Capabilities 

Dynamics 365 serves several capabilities for organizations within the Field Service industry including: 

  • Work orders to define the service work needed primarily (but not exclusively) at customer locations.

  • Scheduling and dispatch tools to manage resources and equipment needed for customer service, visualize onsite appointments, and optimize service schedules with efficient routing and resource skill matching.

  • Communication tools to enhance collaboration between customer service agents, dispatchers, field technicians, customers, and other stakeholders.

  • An easy-to-use mobile application that guides technicians through schedule changes and service work.

  • Asset management capabilities to keep track of customer equipment and service history.

  • Preventive maintenance by automatically generating recurring maintenance appointments for equipment.

  • Inventory, purchasing, and returns capabilities to manage truck stock, purchase order requests and fulfillment, and product returns.

  • Billing capabilities to generate invoices based on products and services delivered to customers.

  • Time tracking to help you track how resources are spending their time, whether they're traveling, on break, or working.

  • Analytics for reporting on key performance indicators for managing work orders, scheduling activities, and interacting with customers.

The Field Service application provides tools for these key roles on your service team:

  • Customer service agents triage incoming requests and determine when to create work orders for onsite visits. Agents primarily use the application through a web browser.

  • Service managers track performance metrics and oversee service delivery, finding ways to increase efficiency and standardize processes. Service managers primarily use the application through a web browser.

  • Dispatchers review and schedule work orders, and assign them to resources on the schedule board through resource availability searches, and through a fully automated resource scheduling optimization add-in. Dispatchers primarily use the application through a web browser.

  • Field technicians manage their assigned work orders using the mobile app on a phone or tablet, and perform maintenance and repairs onsite at customer locations.

  • Inventory managers ensure field technicians have what they need to complete their service calls. Inventory managers also handle product returns and purchase new inventory. Inventory managers primarily use the application through a web browser.

Using the Field Service Application

Work orders describe the work that a technician needs to perform at a customer location. In the Field Service application, a typical work order lifecycle looks like this:

  • Work orders generate from service cases, sales orders, emails, phone calls, service agreements, web portals, or Internet of Things (IoT) telemetry and then display in Field Service. Work orders are typically grouped by geographical territory and lines of business. Work order details consist of a checklist of tasks, parts to use, labor to bill to the customer, and skills required. 

  • Most work orders also include a location based on the related customer account and/or equipment that needs attention; this location routes the field technician from job to job. Finally, incoming work orders that are marked as ready for assignment are passed along to a dispatcher for scheduling

  • An interactive schedule board helps dispatchers assign work oOrders to the best resources based on location, availability, skill set, priority, and more. This is done via a manual drag-and-drop method, a semi-automated scheduling assistant, or fully automated with Resource Scheduling Optimization.The schedule board displays each resource--whether an employee, contractor, or equipment--and their scheduled work orders. Resources and their assigned jobs are also displayed on a map along with routes and traffic patterns in real time. The schedule board is extensible and can be used to schedule anything within Dynamics 365, including work orders, sales orders, projects, and custom entities. Additionally, Office 365 integration allows for emailing and Skype calling to available resources.

  • An easy-to-use mobile app for iOS, Android, and Windows devices guides field technicians through the process of resolving assigned work orders. For each work order, the field technician can view important information such as location, step-by-step instructions, customer assets, and service history, and can use his/her device to take pictures and videos or record a digital customer signature. Field technicians can also automatically download important information to their devices for offline work when internet is not available.After performing the work, the technician can mark the work order as complete or as requiring a follow up; the dispatcher can then see this change on the schedule board.

  • As technicians submit completed work orders, equipment service history and inventory levels update automatically. This allows service managers to manage and track inventory needed, as well as track movement of parts from order to inventory to onsite installation.

  • For example, if an equipment part is installed at a customer's location during an installation or repair, the system will document a reduction in inventory from the related warehouse or truck and document the part as a new customer asset along with installation/repair details. Closing a work order will then generate an invoice for any used parts or labor.

Try Dynamics 365 Business Central