For operations and field teams
Dynamics 365 Field Service: scheduled visits, informed technicians.
Work orders, scheduling by skills and distance, a mobile app for the technician and a report at the end. Connected to the asset register and to customer service.
- Asset registerwith service, inspection and warranty deadlines calculated
- Mobile appsfor work in the warehouse and in the field
- Booking from the portalcustomers book their own visit
What you get with Dynamics 365 Field Service
Every visit has an asset, a technician, a deadline and a report.
Work orders
From a case, from a maintenance contract or from an asset's deadline.
Scheduling
By skills, area and availability.
The technician's app
What needs doing, the asset's history, the report and the customer's signature.
Customer assets
Every visit stays in the asset's history.
Booking portal
The customer picks a day and a time, and the portal shows the scheduled visit slot.
Reports
Response times, repeat visits and costs, by customer and by asset.
The stages of a visit in Field Service
From the customer's request to the signed report.
- 01
The request
A case, a contract or a service deadline.
Dynamics 365
- 02
The work order
With the asset, the parts and the skills needed.
- Dynamics 365
- 03
Scheduling
The right technician, the closest one.
- Dynamics 365
- 04
The visit
In the mobile app, with a report and a signature.
- Mobile app
- 05
The history
The report is saved to the asset's history and sent to the customer.
- Dynamics 365
SharePoint
Questions about Dynamics 365 Field Service
What is Dynamics 365 Field Service?
Microsoft's application for on-site service: scheduling, technician allocation, a mobile app for the field and the history of every piece of equipment.
Does it connect to the asset register?
Yes. Service and warranty deadlines become work orders before they expire.
Do technicians need a laptop?
No. They work from the mobile app, offline too, and synchronise afterwards.
Can customers book a visit themselves?
Yes, from a booking portal connected to Field Service.
Related workflows and solutions
Dynamics 365
Sales, marketing, customer service and field teams in Dynamics 365, with quotes, contracts and documents in the same workflows as the rest of the company.
Asset management
Insurance, inspections, servicing and warranties, with an alert in Teams before the deadline.
Dynamics 365 Customer Service
Customer requests from email, phone, chat and the portal are recorded in one list of cases, with SLAs, a knowledge base and the customer's full history.
Tell us how visits are scheduled today.
In 30 minutes we go through the process and agree what to prepare before the project.
Thank you.
We will reply within one business day.