Dynamics 365 for Field Service

What Is It And Why Does Your Business Need It?

Enterprises had long been struggling to manage the productivity of their mobile workforce. Now with Microsoft Dynamics 365 for Field Service, enterprises can easily manage their large mobile workforce and ensure delivery of products and services directly at customer locations. This complete field service management application entails workflow automation, scheduling algorithms, and mobility to optimize the productivity of their mobile workforce, while they fix issues at customer locations.

We at Cambay Consulting, organize your field service management with optimized scheduling options using Dynamics 365 for Field Service. We pack in more appointments into the day for you. We manage your service contract management and inventory management that helps you forecast accurately.

Increase efficiencies, profits and customer satisfaction with Dynamics 365 for Field Service

Discover how Dynamics 365 for Field Service helps you transform your manage your mobile workforce at customers’ locations more efficiently while maximizing your profits and customer satisfaction levels.

Dynamics 365 Field Service Capabilities

Proactive service delivery

Using IoT sensors, this application remotely detects and resolves problems proactively, thereby preventing service calls. It helps your business transition from a scheduled service model to a predictive maintenance model with the help of IoT data.

It gives you a 360-degree view of your customers’ needs and helps you gain tremendous customer insights by leveraging field service calls to send automated personalized surveys. It uses AI-based suggestions for IoT alert actions and improving proactive service.

Optimum Resources Scheduling

Using AI-enabled scheduling recommendations, drag-and-drop scheduling board, triage calls, and interactive maps, you can create a unified workflow and smartly dispatch the aptly experienced technician at the right time to the customer’s location. You can also optimize their travel time and maximize resource utilization while reducing operational costs. You can maximize the utilization of resources while preparing a response plan for delays, cancellations, and urgent work.

Ensure in-context fix

Various mixed-reality tools, bots, guides, and supervision of seasoned technicians help newer technicians locate a customer, get step-by-step guidance to conduct maintenance and capture videos, voice notes, and photos with the mobile application. You can monitor all service activities like accessing work orders and customer information, even when offline. It empowers technicians on-field to manage work orders. Bots assist technicians in the field access product information using Guides.

Asset and Equipment Management

By connecting Dynamics 365 for Field Service with Dynamics 365 Finance and Dynamics 365 Supply Chain Management, you can synchronize all data and effectively track and manage all asset and equipment efficiently, down to the truck level too, along with their warranty, service agreements, audit history, and total revenue. From inspecting to repairing, you can locate all products and corresponding customer locations. You can track the service history of all assets and the sensors connected to those to do the assets’ health checkup.

Customer and Partner Engagement

You can diversify your communication lines and throw them all open to your partners and customers, meet SLAs, and offer proactive vs. reactive service. Thus, you get all the visibility and insights personalized to the customer’s or partner’s role. You can extend the self-service options to improve the customer experience. You can view active or expired agreements on the customer’s portal. You can also Automatically distribute opportunities to preferred partners.

Work Order Management

Build work orders from email or your CRM or even customer portal and monitor against SLAs, invoices, and total revenue. You can leverage inventory to gain insights on inventory levels at warehouses and ensure that the technicians have all the required resources to deliver superior-quality services on the field. It’s well configured to power a Field Service Implementation to meet the business objectives.

Business Insights

With a centralized information database, you can glean core business analytics and KPIs from uncovering significant business insights and using those for smart, proactive decision making. These valuable insights help you dispatch the right information to the right place at the right time. The Business Insights also power innovation in real time thereby increasing productivity and profitability.