Dynamics 365 for Field Service optimises all the processes and resources involved in carrying out work at a customer’s premises or home. It offers a complete end-to-end service with capabilities to optimise work schedules, equip a mobile workforce, manage assets, process orders and keep customers updated and informed. So you can make your service processes more profitable while keeping your customers happy.
You can manage all service agreements easily, including recurring service visits, contracts, installed products, and warranties across customers and locations. Dynamics 365 for Field Service also helps to equip your mobile workforce with the information and tools to get the job done. Engineers and technicians can access assistance and real-time customer information on-site with mobile apps. They can also complete work orders using remote bar code scanning and signature collection capabilities. Real-time inventory management across locations means can track your service assets accurately and send the right people with the right parts to carry out maintenance and repairs.
Get the right resources to the right place at the right time. Easily schedule resources, manually or automatically. Identify and organise available field service resources by category for smarter workloads. 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
Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it, including full case and customer history, work order details and product parts, information and pricing.
Keep customers informed at each step of the process and make sure their experiences are positive. Enable customers to see upcoming service appointments and view completed and open cases through a customer portal. Send automated text messages and phone calls to let them know that technicians are on their way with accurate arrival times and vehicle details.
Detect, troubleshoot, and resolve issues remotely with Internet of Things connected devices. See problems before customers even know about them and solve them remotely, so your technicians are only sent when necessary.