Field Service: overview

field service

Field Service Overview

Field Service capabilities extend Dynamics 365 to provide a complete Field Service management solution. It helps to….

  • Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
  • Increase first time fix rates and on-time delivery performance.
  • Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.

Field Service highlights

  1. Work order management: Quickly generate work orders, encompassing all of the information you need to dispatch field agents to service locations.

      2. Schedule board and dispatch: A flexible drag-and-drop schedule board lets          dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

      3. Resource managementConfigure resource information to allow Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.

     4. Service locations and customer assets: Store and manage information about your customers’ service locations and serviceable customer assets.

     5. Preventative maintenance: Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.

     6. Inventory management: Extend the Dynamics 365 product catalogue with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

     7. Customer billing: Completed work orders can be turned into customer invoices for customer billing.

    8. Mobile app: The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.

Click here for complete information from MSDN.



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