Microsoft Dynamics 365 Field Service

Manage teams on the road with Microsoft Dynamics 365 Field Service application

Dynamics 365 Field Service enables your engineers to manage and fix customer issues fast and ensure consistent and dependable operations.

Microsoft Dynamics 365 Field Service provides the complete management solution for your field sales and service teams enabling you to drastically improve performance levels by using intelligent scheduling, enhanced transparency, remote asset monitoring and billing management.

Microsoft Dynamics 365 Field Service Consultancy

SI ICT’s team of Microsoft Dynamics 365 Consultants have a proven track record of tailoring and implementing Microsoft Dynamics 365 Field Services across many different verticals.

The Dynamics 365 Field Service application designed to help businesses deliver onsite service to customer locations. It is an aggregate of several service provision tools including workflow automation, scheduling algorithms and assistance for mobile workers. These tools streamline HR management, itineraries and resource logistics and are specifically designed for field service departments.

Benefits of Microsoft Dynamics 365 Field Service

Equip your workforce

Real-time communication and collaboration between customer service, dispatch, field service agents and your customers

Efficient scheduling

Optimise your service schedule with job routing, resource skill matching with the added ability to quickly reallocate resources

Reduce call out costs

Increase first time fix rates and delivery performance by only sending out the field service team as and when it’s necessary

Manage Resource

Efficiently match the best field agent to a work order based on availability, proximity and the required skills for the job.

Manage locations and assets

Store and manage information about your customers’ service locations and all the serviceable customer assets.

Preventative maintenance

Configure service agreements that will automatically generate recurring work orders to ensure equipment is always maintained

Inventory management

The inventory management system that tracks real-time inventory levels by warehouse and includes all mobile truck stock

Remote Assist

Launch Remote Assist mobile directly from a Field Service mobile booking and post call info to the associated work order’s timeline

Dynamics 365 Field Service Features

Benefit from efficient scheduling

An in-built smart routing system optimises travel times and visit goals. With route planning and smart assignments, agents are able to fit in more calls per week and in doing so save time and money: the scheduling reduces travel time, mileage and vehicle wear and tear.

Manage inventory, purchasing, returns and billing

Field Service comes with the ability to manage stocks, purchase order requests and fulfilment and process returns. Users can also generate invoices and automatically catalogue products and services delivered to customers.

Benefits of Dynamics 365 Field Service

Improve First Time Fix Rates

With the ability to also use Dynamics 365 Guides within Field Service, Engineers and Field Service Staff can have access to all the mixed-reality tools they need to conduct maintenance effectively. This can be particularly helpful for newer who are learning on the job.

Dynamics 365 Remote Assist

Field Sales staff on the road can work together no matter their location using Remote Assist on HoloLens, Android, or iOS devices. This is particularly useful for your junior staff who can easily setup video calls whilst on site with more experienced technicians should they need to. The useful in-built tools guide technicians to their customer location, mean they will be on time for meetings, deliver better customer service and work efficiently.

Utilise the Smart Routing to optimise travel time

The smart routing system optimises travel times and visit goals. Through this optimisation, it increases the number of services per agent per week saving fuel and vehicle maintenance costs.

Identify problems as soon as they arise

Internet of Things sensors send signals when problems may be arising and allow remote technicians to fix problems before the Customer even has to make a service call. If a customer does make a call, they will be met with consistent, transparent service.

Planning and dispatch management features

Manage resources and equipment

Scheduling and Dispatch tools allow users to manage resources and the equipment needed for Field Service. The planning tools include visualising onsite appointments to assess requirements and skill-matching agents to tasks. The time-tracking capability gives insight into how agents and resources are using their time, giving management troubleshooting powers. Dynamics 365 Sales reimagines the seller experience with accurate sales forecasts, details of emerging customer needs and highlighted at risk deals. It also provides salespeople with actionable suggestions to help them prioritise deals, analyse pipeline changes and sell effectively.

Dynamics 365 Field Service quickly enhances productivity

Analytics and Reporting Capability

Analytics programming gives users the data on key performance indicators, including managing work orders, scheduling activities and interacting with customers.

Define roles to determine features

Field Service includes specific role-dependent tools for each member of a service team. This makes setting up the app simple and ensures everyone has the things they need access too.

Streamline Communication

Communication tools built into the app enhance collaboration between customer service agents, dispatchers and customers themselves to ensure that the customer is always kept in the loop.

How SI ICT implement Dynamics 365 Field Service?

 

As Microsoft Dynamics 365 Consultants, SI ICT use our expertise and product knowledge coupled with our extensive experience to discover, analyse validate, build, deploy and launch a tailored Microsoft Dynamics 365 Field Service solution along with user enablement whilst providing ongoing support.

Using our extensive knowledge of workflows, efficient business processes and an innovative use of new technologies such as Microsoft Flow, our Microsoft Dynamics 365 Field Service solutions are specifically designed to automate  processes to cut down on tedious admin tasks and fast track the growth of your business.

Transformation Journey

 

Understand

During our initial meeting, we’ll understand in some detail how your organisation operates and apply that knowledge to propose a Dynamics 365 Field Service solution to accommodates future business aspirations and resolve the main pain points. We will also discuss the licensing options.

Build

We will produce a functional specification document alongside a project plan and technical specification that clearly defines the solution’s deliverables. Working in close collaboration with your internal team from the start, we’ll then build your tailored Dynamics 365 Field Service solution.

Transform

Once live, your fully customised Dynamics 365 Field Service platform will digitally transform your business 

Dynamics 365 Application Stack

The complete solution to manage customer relationships, close deals and boost sales revenue.

A powerful business application that uses in built intelligence to enable businesses deliver faster, personalised support to their customers

Move beyond basic marketing activity and maximise your return on investment with data driven decision making and marketing automation.

The complete management solution for your field sales and service teams enabling you to drastically improve performance levels by using intelligent scheduling, enhanced transparency, remote asset monitoring and billing management

Data driven insight to improve your financials and operations with Dynamics 365 Finance and Operations.

Deliver profitable projects on time and within budget whilst building strong customer relationships

Attract the right people, and retain and grow them. Track performance, optimise workforce costs and take care of employees

Microsoft Dynamics 365 Customer Insights applications

Forecast future business plans using Power BI and Data Analysis with Microsoft Dynamics 365 Customer Insights

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