Microsoft Dynamics 365 Field Service

An end-to-end solution to streamline your on-site service operations with predictive insights, remote monitoring, and connected experiences.

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Boost engineers' productivity and elevate your service operations

Reinvent your field service operations with Microsoft Dynamics 365 Field Service - the all-in-one solution that combines advanced workflow automation, intelligent scheduling algorithms, and mobility features. Empower your service organization to streamline workflows, automate routine tasks, and deliver exceptional services from anywhere, anytime. Maximize operational efficiency by managing schedules, dispatching engineers, tracking work orders and customer interactions-all while gaining valuable insights with data analytics for optimal on-site customer care.

  • Leverage IoT to detect, diagnose and solve problems
  • Provide your customers with real-time engineer location tracking
  • Ensure the delivery of the latest asset data for improved service accuracy
  • Equip your team with the right tools and data for quick service dispatch
  • Track all service activity, even when offline, via remote assess
  • Store work history to get an end-to-end view of the service lifecycle.

Microsoft Dynamics 365 Field Service features and capabilities

Create distinctive field service experiences with built-in intelligence, mixed reality, and remote monitoring features offered by intuitive Dynamics 365 for Field Service solution.

Provide your technicians with real-time remote expert support and updates about job assignments, schedules, and customer locations to help them plan their day more efficiently. Enable them to manage work orders, appointment schedules, and access customer data from anywhere via a mobile app.

Engage with your customers at every step of the process with on-time scheduling and real-time technician location information tracking. Offer personalized customer surveys after service completion to get valuable insights into customer satisfaction and areas for improvement.

Get a holistic view of your customer assets, locations, hierarchy, and service level agreements to optimize your customer care service. Provide exceptional service on-site and build stronger relationships with your customers.

Maximize the potential of IoT technology by utilizing it to detect anomalies and resolve issues remotely. Use analytics dashboards to help service managers evaluate opportunities to boost first-time fix rates, optimize resources, and track the status and performance of field service cases.

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Key Microsoft Dynamics 365 CRM applications

Dynamics 365 for Sales

Empower your sales team with actionable sales intelligence to improve customer relationships, sell at scale and serve customers intelligently.

Dynamics 365 for Marketing

Orchestrate personalized customer journeys across all touchpoints to transform the brand experience, strengthen relationships, and improve customer retention.

Dynamics 365 for Customer Service

Streamline customer support with a solution that simplifies processes, delivers personalized care, and improves customer experiences.

Dynamics 365 for Field Service

Streamline workflows, manage and optimize your field service operations, boost employee productivity, and offer better customer service onsite.

Dynamics 365 for Project Operations

Manage and optimize your project operations by connecting your sales, resourcing, project management, and finance teams to win more deals.

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Got more questions?

We are here with answers!

What is Dynamics 365 Field Service?

Dynamics 365 Field Service is a cloud-based solution that helps organizations to manage and streamline their field service operations. It is a module within the larger Dynamics 365 CRM suite of business applications offered by Microsoft.

As you enable this module with the help of a Dynamics 365 Field Service implementation partner, this will allow your organizations to schedule and dispatch technicians to customer locations to provide service or maintenance for equipment or products.

Is Dynamics 365 Field Service available on-premises?

No, Dynamics 365 Field Service is not available on-premise anymore. The on-premises implementation of the field service application has been discontinued since June 30, 2022. The Field Service module in Dynamics 365 is now deployed via the cloud. This means the software is hosted on Microsoft's cloud infrastructure, and users access it through a web browser or mobile app. If you already use the on-premise version, it will still be available for your organization. However, Microsoft will no longer offer new installations for it. The Field Service Mobile app that works with Field Service (on-premise) will also be retired and won’t be available after June 30, 2022.

What is the difference between Dynamics 365 Customer Service and Field Service?

Dynamics 365 Customer Service and Field Service are two different modules of the Microsoft Dynamics 365 CRM suit, meant to help businesses manage their customer service operations. The main difference between the two lies in their focus and functionality.
Dynamics 365 Customer Service helps manage and streamline customer interactions and requests off-site across multiple channels, such as phone, email, chat, and social media. It includes features such as case management, knowledge management, self-service portals, and omnichannel engagement. Customer Service focuses on managing the customer relationship with the business and providing excellent customer experiences.
On the other hand, Dynamics 365 Field Service helps businesses manage their field service operations, including scheduling and dispatching technicians, managing work orders, tracking inventory and assets, and providing mobile access to information and tools. In addition, Dynamics 365 Field Service features focus on managing the technical aspects of delivering services to customers in the field, such as installation, maintenance, and repair of equipment and machinery.

How do I set up Field Services in Dynamics 365?

  1. Go to “Microsoft 365 admin center”
  2. Click “Billing” and then select “Purchase Services”
  3. Choose “Dynamics 365 Field Service: from the options
  4. Hit “Buy Now” and follow the next prompts

You can also add Field Service trial to your existing Dynamics 365 organization by going to “Advanced Settings” if you don’t want to spend on Dynamics 365 Field Service licensing right away.



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