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Get the competitive edge with Microsoft Dynamics 365 for Field Service

One negative customer service experience can greatly impact your business. Keeping customers happy and running a productive field team is the key to a successful organization. Back end automation with tools such as Microsoft Dynamics 365 for Field Service increase revenue by giving you the tools for improved field management and customer service and deploy the right resource at the right time to the right place.


Microsoft Dynamics 365 for Field Service offers:

  • Proactive Problem Solving

  • Scheduling Solutions

  • Technician Support

  • Customer Feedback/Satisfaction


Proactive Problem Solving

Avoid unnecessary service calls with automated tools that include:

  • Internet of Things (IoT) sensors-detect and resolve issues remotely to avoid service calls

  • AI-based suggestions for IoT alert actions- improves proactive service


Scheduling Solutions

Automated scheduling saves time and mistakes often involved with manual scheduling with tools that allow:

  • Dispatchers to view the schedule board and see openings right away

  • Technicians to be selected according to skills, location or customer preference

  • Scheduling changes to be made immediately as new appointments come in

  • Effective management of technicians’ workloads

  • Automated tools that fit more service calls into each day


Field Worker Support

Assigning the right technician to a field service call is vital, and so is support once they are on-site. Microsoft Dynamics 365 offers:

  • Onsite Help- mixed-reality tools offer step-by-step help to technicians conducting maintenance. Newer technicians benefit from Remote Assist- consulting with experienced technicians in real time.

  • Access to Resources/Mobile App- technicians can track: service activity, work orders, customer data, and asset information.

  • Bot support- technicians can locate customer and product information using Guides in the field.


Customer Satisfaction

Microsoft Dynamics software can help improve customers satisfaction through better field calls and communication using:

  • Automated voice and text messaging- remind customers of appointments and let them know when the technician will arrive.

  • Real-time maps- customer access to the technician’s location.

  • Customer Portals- provide customers information about previous and upcoming appointments.

  • Automated Personalized Surveys- customers receive a survey to offer feedback on how to improve future calls.


Interested in improving your field service capabilities and customer satisfaction? Ask us how Microsoft Dynamics 365 for Field Service can help your company get the competitive edge.

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