Microsoft Dynamics 365 Field Service
Get a solution that allows you to manage the entire service process from start to finish. From selling service agreements to execution and billing, everything is integrated into one system, making your daily operations more efficient and ensuring higher customer satisfaction.
With Field Service, you get the necessary tools to improve your entire service operation. This means fewer mistakes, higher customer satisfaction, and better utilization of your resources. You get a clear overview of all service tasks and can quickly adapt to changes in scheduling.
What Field Service can help you with
- Increase first-time fixes and complete more service calls per technician.
- Manage follow-up work and leverage opportunities for upselling and cross-selling.
- Reduce travel time, driven kilometers, and wear on vehicles.
- Organize and track customer issues efficiently.
- Communicate precise arrival times and keep customers updated.
- Give service technicians access to accurate equipment history.
- Schedule on-site visits that suit the customers.
- Prevent equipment downtime with preventive maintenance.
A system that brings everything together
With Field Service, you get a single system to manage all aspects of the service task.
- Work orders are created from data such as service cases, sales orders, emails, calls, service agreements, or Internet of Things (IoT) and are displayed in Field Service. They are grouped by area and contain tasks, necessary parts, billable services, and required skills.
- Order assignments are based on customer company or equipment, and guide the service technician. The orders are transferred to a coordinator for scheduling.
- The scheduling area helps the coordinator assign orders to the right resources based on location, availability, and skills, manually or automatically.
Here's how you can modernize your service with Microsoft Dynamics 365 and Copilot.
Centralize your customer information, automate routine tasks, and gain real-time insights to deliver a more personalized and efficient customer experience. With Copilot, you can leverage advanced AI-driven tools and get support to identify and resolve customer needs faster. Boost customer satisfaction, increase employee productivity, and improve efficiency across your organization.
Mobile app on the go
Service technicians have access to all relevant information directly on their mobile devices – whether they are online or offline. They can get detailed instructions, update work order statuses, take pictures, and access equipment history. This enables them to work faster and more accurately, resulting in a better experience for your customers.
Full control over inventory and billing
Field Service also integrates with inventory management, allowing you to track what your technicians use and what is in stock. Once a service is completed, the inventory is automatically updated, and you can quickly generate invoices based on the services and parts provided.
Get everything with Field Service
Field Service works seamlessly with other Microsoft solutions like Dynamics 365 Sales and Business Central. This means you can centralize all your data in one place and gain deeper insights, helping you make better decisions.
Get started
Field Service helps you optimize your service processes, reduce costs, and improve customer satisfaction. Whether you're working in manufacturing, healthcare, equipment maintenance, or utilities, Field Service can be customized to meet your needs.
Contact us today to learn how Field Service can help take your service management to the next level.
Want to know more?
Mette Barsøe Larsen
Sales Manager
+45 41 87 94 80
mbl@consit.dk
