What is Dynamics 365 Field Service?
Microsoft Dynamics 365 Field Service is one of the applications under the Dynamics 365 umbrella.
Dynamics 365 Field Service is a CRM system that helps you manage and streamline Field Service processes.
Field Service is aimed at companies that drive out to their customers such as technicians, carpenters, electricians, plumbers, etc.
What can you use Field Service for?
With Dynamics 365 Field Service, you can get order management, calendar management, and technician visits into CRM. You have access to calendar management, which lets you optimize the technicians’ time. You can use automatic scheduling that minimizes travel time, responds to delays, cancellations, and urgent tasks. You have access to a map that shows where your technicians are, so you can easily find the nearest available technician for the job.
Equipment monitoring
With Connected Field Service, you can monitor your customers’ equipment via IoT sensors and be notified if a problem arises. You can make sure that a technician is sent to the customer, who can correct the error. With Mixed Reality tools like Dynamics 365 Remote Assist video calling, experienced technicians can help and guide less experienced technicians in real time. In addition, technicians have access to Dynamics 365 Guides, which let them search for troubleshooting solutions.
Predictive and proactive service
Field Service enables companies to deliver predictive and proactive service that improves customer satisfaction, problem-solving rate, and productivity through advanced planning, resource optimization, and use of mobile devices.
Field Service combines Azure IoT and Mixed Reality, which can help companies transform and go from an expensive scheduled service model to a profit-optimized, predictive maintenance model.
With Dynamics 365 Field Service, you can get order management, calendar management, and technician visits into CRM and via IoT sensors monitor your customers’ equipment, and be notified if a problem occurs
Dynamics 365 Field Service helps you with:
Field Service – how it works
An expandable platform
You can choose to start with a single application and expand as the need arises and the organization can keep up.
You seamlessly integrate the other applications within e.g., Project Operations and Customer Service, which gives you the opportunity to combine the systems and create connections between different teams to support your company’s growth.
You can use various add-ons such as Bisnode and Mailchimp.
In addition, you can also use Customer Voice, which allows you to obtain feedback from surveys such as satisfaction surveys.
How can MicroPartner help?
To get the most value out of Dynamics 365 Field Service, the solution must reflect your business and how you work. Perhaps you need additional features and integrations? Adjustments can be both simple and complex.
Features of Microsoft Dynamics Field Service
A smarter way to plan resources
With Field Service, you can send the right technician at the right time via planning recommendations based on artificial intelligence.
With Field Service, you have access to calendar management, which lets you optimize the technicians’ time. You can use automatic scheduling that minimizes travel time, responds to delays, cancellations, and urgent tasks. Via a planning area and interactive map, you can plan resource allocations with the closest and most accessible technicians.
You can combine Field Service with Customer Service and get a single priority of calls and sending out technicians.
The right resources at the right time
Solve the problems the first time
With Field Service, you can give technicians access to various tools such as Dynamics 365 Guides and Mixed Reality tools that include step-by-step procedures. The technicians can use the tools when performing maintenance.
With Field Service, you can give technicians access to Dynamics 365 Guides and Mixed Reality tools that include step-by-step procedures. The technicians have access to the tools ‘on-site’ when performing maintenance.
With Dynamics 365 Remote Assist video calling, experienced technicians can help and guide less experienced technicians in real time.
With Field Service, you can track all service activities, even when you are offline.
Via the mobile app, the technicians on the go can access step-by-step instructions, customer data, photos, videos, and voice notes. They can even manage work orders and appointment schedules on the go.
With Field Service, technicians can be assisted by robots, that can find customer and product information using Guides.
Mixed Reality – how it works
Connected Field Service – send technicians only when needed
Proactive service with Connected Field Service
Via IoT data, you are always one step ahead. With IoT sensors, you can deliver predictive maintenance and avoid service calls, by detecting and resolving problems remotely before they escalate.
Via IoT sensors, you can monitor your customers’ equipment and receive warnings if the equipment is not performing as it should. You can send a technician to the customer and get the problem solved quickly.
With Field Service, you can deliver a predictable customer service that increases customer satisfaction. You can communicate proactively with your customers via automated voice and text reminders about appointments.
You can use Power Automate generated surveys, which are sent out after a call to gain better customer insight. You can get an improved proactive service through AI-based suggestions based on IoT messages as well as for event type selection for work orders.
Connected Field Service – how it works
Case: Synap IoT
A complete solution
‘Synap IoT works with IoT devices that can be connected via customers’ wireless networks, cable networks or Narrowband IoT (4G networks), which means that our devices can work anywhere in the world.
Our devices monitor cooling modules in the rooms where, for example, food or medical samples are stored. We ensure that things are stored properly and that we are alerted if the temperature starts to rise or fall too much.
Microsoft is what we call the Lego brick box and has all the bricks we needed to build our solution, in collaboration with MicroPartner. The Azure IoT suite is the cornerstone of the IoT part, while the operational part is the Dynamics 365 Connected Field Service. We also use a Power Apps Portal to communicate with the end user.’
Peter Jordan, Founder & CEO, Synap IoT
Cases: Yougenio and Michelin
Case: Yougenio
See how Italian Yougenio, a company that offers its services via an e-commerce platform, uses Field Service to create a better customer experience.
Case: Michelin
See how Michelin uses Field Service to create better customer experiences through their Michelin Onsite app.
Priser
| Field Service | The price of the user’s first Dynamics 365 app | The price of the user’s subsequent qualifying Dynamics 365 app |
|---|---|---|
| Field Service | DKK 597.90 pr. user / month | DKK 125.90
pr. user / month |
| Remote Assist | DKK 409.10
pr. user / month | DKK 125.90
pr. user / month |
| Guides | DKK 409.10
pr. user / month | DKK 409.10
pr. user / month |
| Customer Insights | From DKK 9,440.10 pr. user / month | From DKK 6,293.40 Pr. user / month |
| Customer Voice | DKK 629.30 2,000 survey responses per tenant / month. | DKK 629.30 2,000 survey responses per tenant / month. |
THE PRICES ARE EX. VAT.
MicroPartner reserves the right to regulate prices according to Microsoft.
Prices are indicative. For example, combining different licenses can mean that the price per. license per. month becomes cheaper.
As a result, please contact us to get a quote.
Contact us here or on +45 43 45 06 60.
Contact us to learn more or to schedule a free demo
Our team of experienced and dedicated consultants is always ready to help and guide you, so you can make the best decision. Whether you need advice or want to have a personal demonstration, we are ready to assist you.
Contact us today through the form, and we will get back to you as soon as possible.
You are also welcome to contact us directly at Tel.: 70 88 67 83
