Dynamics 365 Field Service
Dynamics 365 Field Service is a robust and well-rounded solution for managing field service operations while offering a centralised platform to streamline scheduling, dispatching, work order management, inventory tracking, and customer communication.
More than Just Maintenance
Yes, Field Service handles traditional installation and repairs, but that’s just the start. From healthcare visits and social care checks to mobile libraries and waste collection, this platform flexes to fit your world.
- Automate scheduling and dispatch
- Track inventory across vans and warehouses
- Capture data on the move
- Keep customers informed every step of the way
Key Features That Keep You Moving
Work Order Management
Track every job from start to finish, creation, scheduling, dispatch, service, invoicing, and inventory updates. Trigger work orders manually or automatically via cases, contracts, or IoT alerts.
Service Agreements
Recurring services? No problem. Automate work orders and invoicing with flexible agreements that cover everything from maintenance to cleaning and security.
Inventory & Asset Management
Know what you’ve got and where it is. Track stock across locations, manage transfers, and keep technicians equipped. Monitor customer-owned assets and service history, with IoT integration for proactive maintenance.
Field Service Insights
Use Power BI to visualise performance, resource utilisation, and scheduling accuracy. Standard reports come built-in, with advanced options available via Resource Scheduling Optimisation.
Inspections
Build digital forms for audits, safety checks, and asset testing. Complete them offline, attach media, and store everything in Dataverse for reporting and automation.
Smart Scheduling
AI-powered scheduling matches the right technician to the right job, factoring in skills, location, and availability. Drag-and-drop simplicity, real-time visibility, and route optimisation built in.
Mobile App
Give your frontline team everything they need, job details, barcode scanning, media capture, offline access, and more. Built on Power Platform for flexibility and integration.
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