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Microsoft Dynamics CRM Field Service

Field Service for Dynamics CRM

Field service delivers end to end customer centric experience. Field Service lets companies respond to service requests generated by customers.

By automatically optimize schedules, and reallocating resources quickly during escalations, you can now improve first-time fix rates, and simplify dispatch for field service companies; thus resulting in more satisfied customers, lower costs and higher revenues.

Microsoft Dynamics CRM Field Service

Field service capabilities for Microsoft Dynamics CRM extends to Dynamics CRM Online, to provide a complete field service management solution. This includes service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing and analytics.

Optimise your scheduling, lower costs, and boost revenue growth:

  • Optimise service schedule with efficient routing, resource skill matching, and reduced travel time
  • Increase first time fix rates and on-time delivery performance
  • Enhance real-time communication between customer service, dispatch, field agents and customers

Field Service for Dynamics CRM is available to existing and new Online customers using Dynamics CRM 2016 and above. Field Service is the latest version of FieldOne available in previous versions of Microsoft Dynamics CRM.

Key Features

Microsoft Dynamics CRM provides powerful tools to improve field service performance.

Field Services Dynamics CRM Schedule Board

Work order management
This enables quick work order creation, encompassing all of the information you need to dispatch field agents to service locations.

Schedule board and dispatch
A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.

Resource management
Configure resource information to allow field service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.

Service locations and customer assets
Store and manage information about your customers’ service locations and serviceable customer assets.

Preventative maintenance
Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.

Inventory management
Extend the CRM product catalogue with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

Customer billing
Completed work orders can be turned into customer invoices for customer billing.

Mobile app
The mobile app gives field technicians real time access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.

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