D365 for Field Service
Traditionally there are 3 main types of field service organisations, where a field technician completes work at a customer's business or a home.
Installation of equipment. Examples of installed assets could include a security alarm or an air conditioning unit, which are then supported by a service agreement.
Maintenance jobs including an inspection, or changing components on previously installed equipment.
Break fix or repair jobs which are undertaken when a problem is reported and a technician is dispatched.
Often the source of break / fix jobs will be when a client has reported an issue, but with the emergence of the Internet of Things (IoT) these jobs could also be automatically triggered. For example, if a sensor monitoring an asset detects a problem, a field service job can be immediately scheduled if the defined operating parameters are breached.
In addition to field service scenarios that involve electronic devices or industrial equipment, other examples could include scheduling home care visits for elderly people, or perhaps a housing association scheduling field service jobs at one of its managed properties.
Whatever the type of job or industry involved, field service is about getting the right person / people, with the right skills and equipment to the right job, at the right time.
Client satisfaction vs resources productivity is often one of the main challenges field service organisations need to address. When field service teams spend more time on-site customer satisfaction might improve but this is often at the loss of productivity because fewer jobs are completed.
Field Service for Dynamics 365 has capabilities to help field service organisations simultaneously strengthen both metrics. This is achieved through increased first time fix rates, smarter scheduling, resource optimisation and further improvements.
Dynamics 365 Field Service Core Features
Work Orders
Scheduling and Dispatching
Communication
Mobile Application
Asset Management
Preventative Maintenance Scheduling
Inventory
Purchasing
Returns
Billing
Time Tracking
Reporting
Dynamics 365 Field Service Advanced Features
Key Performance Indicators
Comprehensive Work Order Quotes
Warranty and Agreement Coverage Detection
Invoice Scheduler
Discount Search
Explore More
