We have implemented Dynamics 365 Field Service module for clients spanning from those who equipped their mobile sales agents with mobile devices to place orders to companies who lease equipment to their customers. All of them have common platform to schedule and dispatch resources to client locations, and receiving real time updates from their mobile devices.

Here are key Field Service features:

Customer management

Customers, Vendors, account balances and recent orders, self-service booking portal.

Work Orders and Service Contracts

Full work order management from customer booking, order dispatch, inventory purchase and billing. Scheduled customer visits or maintenance.

Work Scheduling and Route Optimization

Resources assignment to work orders based on skills, location, and work load. Minimize drive time by optimizing routes.

Asset Management

Equipment, tools, component management module tracking usage with revenue and costs, scheduled maintenance, warranty and depreciation, recent usage history.

Mobile first

iOS and Android apps for sales people, service technicians, leased equipment. Status and GPS location tracking, instant order updates. Ordering of additional items from Inventory.

Reports and KPI

Advanced reporting capabilities built on Microsoft widely used Power BI platform.