Dynamics 365 Field Service
Dynamics 365 Field Service allows you to manage your remote workforce and provide exceptional customer service. Its end-to-end capabilities enable you to dispatch and monitor resources effectively, ensuring that your customers receive the service they need when they need it. Streamline your processes, from scheduling and dispatching to work order completion and invoicing. Its real-time collaboration tools allow your team to work together seamlessly, even when they are miles apart. Plus, its mobile capabilities mean that your field technicians can access critical information, update work orders, and capture customer signatures on-the-go, from any device.
Easily manage remote staff with Microsoft Dynamics 365 Field Service
Microsoft Dynamics 365 Field Services provides the complete management solution for your field sales and service teams, drastically improving performance levels utilising intelligent scheduling, enhanced transparency, remote asset monitoring and billing management. Field Service aids businesses deliver onsite service to customer locations.
Efficient Scheduling
Optimise travel times and visit goals with route planning and smart assignments. Field Operators are in turn able to fit in more calls per week utilising the in-built smart routing system. The scheduling systems reduces the travel time, mileage and vehicle wear and tear.
Management of inventory, purchasing, returns and billing
Stock, purchase order requests and fulfilment and process returns can all be managed within Field Service. Users can generate invoices and automatically catalogue products and services delivered to customers.
Management of resources and equipment
Scheduling and Dispatch tools allow users to manage resources and equipment needed for Field Service. Agents can be matched against their skillset; onsite appointments can be visualised to assess requirements. Management can time-track their agents to utilise their time for efficiently, and have an overview of resources available to them.
Key Performance Indicators
Analysing your organisations output allows users to manage work orders, schedule activities and interact with customers on a personal level. Key Performance Indicators provide management the opportunity to see trend analysis and allow for quicker fault rectification.
Roles and Features
Specific role-dependant tools for each member of any Serviceteam can be set. This ensures the agent has access to the areas they require and can access the data and information relevant to them freely, updating records as they go about their work.
Effective Communication
Communication tools within Field Service enhance collaboration between customer service agents, dispatchers and customers themselves. This way the customer is always informed at key points and kept updated throughout the process.
On-Site Effectiveness
Dynamics 365 Guides within Field Service enables engineers on site to access mixed-reality tools to conduct maintenance effectively. This can also prove massively beneficial to new engineers learning on the job or who may require more assistance.
AI Scheduling
The AI-enabled scheduling recommendations advise managers on the best technician for the task. This ensures the right person will be at the right place at the right time. Smart routing optimises travel times and visit goals increasing the number of services per agent per week.
IoT
Internet of Things sensors send signals when problems may be arising and allow technicians to fix problems remotely before the customer even has the need report a fault.
Benefits of Dynamics 365 Field Service
Resource
Dispatchers can see what resources they have available to them and whether that resource is appropriately stocked for a job, allowing them to make informed decisions when scheduling. This means less time calling around for updates and more time communication and creating a relationship with customers.
Workforce Management
Workforce Management is paramount organisation's, Service Level Agreements (SLA’s) and Key Performance Indicators(KPI’s) can be easily obtained, analysed and met within set timeframes.
Integrations
Customisation allows for each, and every business need to be taken care of. Easy integration between other Microsoft 365applications allows for a rich database of data in a unified solution.
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