Microsoft Dynamics 365 for Field Service: The Right Moves at the Right Time

Microsoft Dynamics 365 for Field Service: The Right Moves at the Right Time

Microsoft’s industry-leading cloud business management suite Dynamics 365 is renowned for getting all the moving parts in a business working in sync. Across supply chain management, logistics and transport, Dynamics 365 ensures all the comings and goings in and out of your business are as streamlined and as efficient as possible.

It offers the same level of process management to field agents and technical service teams. Microsoft Dynamics 365 for Field Service is the perfect tool for boosting the productivity of your mobile workforce. From scheduling to stock management to customer communications, Microsoft Dynamics 365 for Field Service ensures agents and technicians always have up-to-date information at the touch of a button.

With Microsoft Dynamics 365 for Field Service, there is no longer the sense that mobile workers are ‘going it alone’ out in the field. By being connected to the company system at all times, the entire team gets a 360-degree view of customer preferences and history.

Proactive and connected field service begins here

Whatever device agents and technicians use, Microsoft Dynamics 365 for Field Service turns it into a fully loaded mobile productivity hub. With cloud connectivity, field engineers always have access to complete customer and case history, help desk information such as parts and installation guides, company calendar and pricing. Work orders are updated on the go, so office and agent are always working on the same page.

Manage your mobile workforce

Microsoft Dynamics 365 for Field Service pulls together data including client locations, service level agreements, technician availability and competencies, inventory, live job statuses and much more to recommend the most efficient schedules for a team of field staff. It will even use in-van inventories to recommend how technicians can help each other with parts without having to return to base. And all of this data is updated in real time, so if one job takes longer than expected, the schedule for the rest of the team will automatically change if it makes sense for other engineers to pick up subsequent jobs.

The right parts for every job

As well as helping with scheduling, inventory management in Microsoft Dynamics 365 for Field Service also helps to ensure that the right parts are always available to be taken to every job. This increases first-time fix rates and avoids unnecessary delays, boosting customer satisfaction.

Customers first

Microsoft Dynamics 365 for Field Service also includes the celebrated Dynamics 365 CRM engine, giving agents instant access to detailed information not just about every job but about every client. Linked directly to a communications suite, it means engineers can also keep customers informed about the progress of a job – giving them a courtesy call if they are delayed by traffic on the way to a job, sending an SMS message to say they are setting off, even providing live progress maps for parts deliveries.

Automated service

Linked to IoT sensors on installed equipment, Microsoft Dynamics 365 for Field Service can even trigger a maintenance visit before the client is aware there is a problem. By picking up data from sensors, technicians can arrive before a fault has had any noticeable impact, helping to provide the ultimate in proactive, responsive service.

Get started with Dynamics 365 for Field Service

QUANTIQ is the UK’s leading Microsoft Dynamics 365 resale partner. We specialise in creating tailor-made business solutions to optimise and automate every business process. Contact us today and we’ll show you how field service delivers advanced scheduling, inventory tracking, and asset management for service depots. As well as, how it helps highly mobile, field specialists fulfil work orders and provide preventive maintenance across multiple sites under complex service agreements.


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