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MICROSOFT DYNAMICS 365 FOR FIELD SERVICE

Microsoft Dynamics 365 for Field Service helps businesses optimize service schedules with efficient routing, resource skill matching and reduced travel time. The solution enhances real-time communication and collaboration between customer service, dispatch, field agents and customers. 

With Field Service, you can provide tools to help your team schedule appointments and dispatch the right resources. Field Service also enables mobile productivity by giving your team up-to-date customer information and guidance no matter where they are or what device they use. 

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work order management

Work Order Management

Quickly generate work orders, including all of the information you need to dispatch field agents to service locations.

 

schedule board and dispatch

Schedule Board and dispatch

A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

 

Resource Management

resource Management

Configure resource information to allow Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location and required skills.

 

inventory management

inventory Management

Extend the Dynamics 365 product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

 

preventative maintenance

preventative maintenance

Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.

customer billing

customer billing

Completed work orders can be turned into customer invoices for customer billing through the Field Service mobile app for team members working on-the-go.

 

mobile app

Mobile app

The mobile app gives field techs quick and easy access to everything they need to execute work order, including schedule information, customer contact information, turn by directions and more.

 

service location

service locations and customer assets

Store and manage information about your customers' service locations and serviceable customer assets.