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Microsoft Dynamics 365 Field Service

Provide first-class service in the field through quality communication with customers and the ability to anticipate their future needs.

Valid from: 07. 12. 2023

Quality service in the field

Microsoft Dynamics 365 Field Service offers comprehensive tools for companies that service equipment and field services. It enables you to manage the entire lifecycle of a service order - from placing a work order, through planning, handing over to the contractor, the actual implementation to creating documents for invoicing. A properly and quickly resolved service case increases customer loyalty and can bring new business opportunities.

Microsoft Dynamics 365 Field Service enables comprehensive and transparent planning of human resources and equipment. Proper categorization of resources enables automated and, if necessary, manual scheduling of available resources based on required roles, skills or geographic location to optimize downtime and minimize travel time.

Benefits

  • Comprehensive tool for equipment and field service companies
  • Efficient and clear planning of human resources and equipment
  • Predictive maintenance using machine learning and artificial intelligence
  • Reduce the risk of downtime for critical equipment
  • Increase customer awareness
  • Online and offline data sharing through a mobile app
  • IoT and mixed reality support

Modern technologies and field service

Microsoft Dynamics 365 Field Service enables you to share up-to-date data through mobile apps both online and offline. Service technicians have a clear view of all necessary information for a given case and can manage the status of their tasks online with the possibility of their complete resolution, including customer sign-off via mobile device.

The solution includes IoT connectivity that mediates communication with managed devices, monitors their status and enables automatic remote resolution of simple problems without the need for service technician intervention.

By using Dynamics 365 Remote Assist on Microsoft HoloLens, which uses mixed reality elements, it is possible to remotely solve even more complex problems through Microsoft Dynamics 365 Field Service

Communication with customers

Microsoft Dynamics 365 Field Service facilitates communication with customers by automating and leveraging the customer portal. Customers can easily check the status of their requirements and adjust scheduled service technician visits to suit their needs. Thanks to reminders that are sent automatically before the service technician visit and contain all the necessary information, customers are fully informed about the technician visit.

Service contracts and resource management

Microsoft Dynamics 365 Field Service makes it easy to manage service contracts and installed equipment for customers across all locations. Dispatchers have a tool that allows them to easily manage response times and react quickly to customer requests - all linked to the sales cycle.

Built-in preventive maintenance functionality allows work orders to be automatically created and scheduled.

Thanks to the real-time inventory update of Microsoft Dynamics 365 Field Service, service inventory can be managed efficiently and maintenance can be better planned in advance. The service inventory can also be monitored via mobile devices.

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