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Microsoft Dynamics 365 Field Service   

Streamline on-site service operations with an end-to-end solution

Elevate service operations and engineer productivity

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. 

Empower your team with tools and data to enhance service delivery

Leverage IoT to detect, diagnose and resolve service issues

Improve collaboration between technicians, customers, and back-office teams

Equip your team with the right tools and data for quick service dispatch

our key capabilities

Microsoft Dynamics 365 Field Service features and capabilities  

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.

Our Readings

Our approach sets us apart from others

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 are the pricing options available for Dynamics 365 Field Service?

 Dynamics 365 Field Service pricing is typically based on a subscription model, offering different licensing options to accommodate various business needs. The cost may vary based on factors such as the number of users, required features, and the level of support desired. It is recommended to consult with a Microsoft Field Service implementation partner or refer to the official Microsoft website for the most accurate and up-to-date information on pricing options for Dynamics 365 Field Service. 

What are the different licensing options for Dynamics 365 Field Service?

Microsoft offers various Dynamics 365 Field Service licensing options. The main options are the full Field Service license for complete access to all features and the Team Members license for users requiring basic data access or light tasks. Additional capacity add-ons provide extra storage, data, or performance capacity. Licenses can be assigned per user or per device. For accurate pricing, it is recommended to consult with a Microsoft Field Service implementation partner.  

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.

How does Dynamics 365 Field Service enable automation in service operations?

Dynamics 365 Field Service enables automation in service operations through features like intelligent scheduling, resource optimization, and automated workflows. For example, it automates appointment booking, dispatching, and routing processes, ensuring efficient allocation of resources and minimizing manual intervention. As a result, Dynamics 365 Field Service automation streamlines service delivery, reduces response times and enhances overall operational efficiency. 

What role does a Dynamics 365 Field Service consultant play in the implementation and optimization of the solution?

A Dynamics 365 Field Service consulting partner plays a pivotal role in tailoring the solution to the client’s needs. Their responsibilities range from understanding business requirements, designing and implementing the solution to providing training and ongoing support. In addition, they manage the project, ensuring timely and within-budget delivery and continually optimizing the system for maximum efficiency and user satisfaction. Post-implementation, they review the system’s effectiveness and user satisfaction. 

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