What Is Dynamics 365 Field Service?

Microsoft Dynamics 365 Field Service lets you automate and streamline service work. With its unique filtering and dashboards, you can quickly diagnose the problem, schedule a technician, and come to a resolution. 

What You’ll Manage

  • Scheduling, Routing, and Dispatching
  • Work Order Status
  • Contracts
  • Service Level Agreements (SLA)
  • Bookings and Substitutions

How You’ll Benefit

  • Optimize scheduling to save you and your customers time
  • Use mobile capabilities to keep operations running smoothly
  • Communicate seamlessly between field technicians and your back office

What Does Dynamics 365 Field Service Do?

The Field Service module for Dynamics 365 gives you a complete view of your service orders and customer accounts. When customers submit service orders, you can use the Field Service application to quickly and easily schedule appointments. Then, when your technicians are on site, they can use the mobile version of the software to report on the issue, submit photos, and complete the service request.

The software ultimately strives to streamline service fulfillment for technicians and the back office. For example, you can run an automatic scheduler that accounts for priority levels, technician availability, and required capabilities or certifications. Additionally, the Quick Book feature allows you to view which assets you have on hand for a specific service order, ensuring you’re prepared to send out a technician.

Dynamics 365 Field Service Core Features

  • Work Orders
  • Scheduling and Dispatching
  • Communication
  • Mobile Application
  • Asset Management
  • Preventative Maintenance Scheduling
  • Inventory
  • Purchasing
  • Returns
  • Billing
  • Time Tracking
  • Reporting

Dynamics 365 Field Service Advanced Features

  • Key Performance Indicators
  • Comprehensive Work Order Quotes
  • Warranty and Agreement Coverage Detection
  • Invoice Scheduler
  • Discount Search

What Types of Business Would Benefit from Dynamics 365 Field Service?

Dynamics 365 Field Service is best for mid-sized organizations conducting diagnostic services for other organizations. If you provide hardware or machinery to manufacturing and distribution businesses, for example, the Field Service application is a perfect tool to streamline your operations. It’s reasonably priced for mid-sized companies, yet its data visibility and task automation capabilities help even the busiest companies to manage their service requests.

If your business is a Microsoft shop, Field Service will fit right into your existing software environment. Dynamics 365 applications work well with one another and can synchronize with Microsoft 365 solutions like Office and Word. Additionally, the Field Service module has a strong connection to Microsoft’s Power BI and Azure software. Power BI provides enhanced analytic capabilities to visualize data from your Field Service reports. You can use Azure to connect customers’ devices to your software; it will track information such as internal temperature and send alerts if the machine passes a set threshold. 

What Add-Ons Are Available for Dynamics 365 Field Service?

Power BI and Azure are the two most popular Microsoft integrations for the Field Service module. Even if you aren’t a dedicated Microsoft shop, you can implement third-party software to boost the capabilities of Dynamics 365 Field Service. 

Add-ons available from Microsoft’s AppSource hub can streamline the software even more. Some of the most popular options include:

  • Dynamics Advanced Field Service: Bring even more power to the already-powerful capabilities of the Field Service application. This add-on offers advanced modules for determining Key Performance Indicators (KPIs), automatically accounting for warranties and agreements, and scheduling invoices.
  • Dynamics 365 Guides: Provide augmented reality (AR) capabilities to your technicians to make repairs easier than ever. By connecting Guides with Field Service, you’ll be able to access holograms for diagnostic tasks and repairs.
  • Field Service Visit: Expand your technicians’ capabilities when they visit a customer site for diagnostics and maintenance. Field Service Visit includes all of the resources your technicians will need, from service update request forms to time stamping and geo-tagging for signatures. 
  • Annata for Field Service: Offer a personal touch with each customer interaction. Annata’s integration with Field Service helps your system instantaneously schedule appointments as service requests are sent in, and it sends notifications to all of your devices.
  • Field Service Inventory Serialization: Track inventory across transactions such as PO receipts, transfers and adjustments, work order issues, and return material authorizations (RMAs).

Ready to Learn More?

There’s plenty to learn about Microsoft Dynamics 365 Field Service. If you’ve got questions, we have answers! Reach out to our team of trusted Microsoft partners and discover how Dynamics 365 Field Service can help your business.

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