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DYNAMICS 365

Field Service

Optimize service operations
Save costs and increase satisfaction. Increase first-time fix rates and consistently deliver high-quality, predictive, and proactive service with Field Service.
Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows - including more precise appointment scheduling - so it’s easy to fit more appointments into the day.
  • Easily schedule resources manually, with recommendations, or automatically
  • Identify and organize available field service resources by category to create a smarter workload and resource balance
  • Match skill sets of the technician against the work requirements
  • Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account

Inventory

Manage inventory updates and stock history across locations, including warehouses, depots, and trucks.

Mobile

Provide native mobile applications with real-time and offline data. Improve field processes and technician productivity.

Communication

Enable customers to see upcoming service appointments and view completed and open cases through a customer portal

Improve

Optimize resources and costs by dispatching technicians when and where they’re needed most.
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Gain customer insights by sending automated, personalized surveys after completing field service calls.

Keep your customers informed with automated service reminders and notifications via email and text messaging.

Ask Copilot in Field Service to search lengthy product manuals and find relevant answers to resolve issues faster.