Optimize your scheduling

Get the right resources to the right place at the right time

Optimize your field service management. Organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows—including more precise appointment scheduling—so it’s easy to fit more appointments into the day.

• Easily schedule resources manually, with recommendations, or automatically
• Identify and organize available field service resources by category to create a smarter workload and resource balance
  Match skill sets of the technician against the work requirements
• Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account

Inventory management

Have the right resources on every call

Manage inventory updates and stock history across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.

• Improve first-time fix rates with accurate allocation of parts
• Manage inventory information for any part of the transaction, including return material authorizations, stock adjustments, and stock transfer
• Track service stock accurately at mobile or fixed locations to reduce write-offs
• Effectively forecast materials’ requirements

Mobile productivity

Improve field processes and technician productivity

Provide native mobile applications with real-time and offline data. No matter which device they use, your technicians can view the customer information and guidance they need when they need it.

• Offer your technicians access to a full 360-degree view of customer and case history
• Improve work consistency and first-time fix rates by offering technicians step-by-step guidance
• Provide mobile workers with a multiday calendar of work order details that can be dynamically changed and managed
• Link work orders to customer and case history, product configuration installations, parts information, and pricing

Customer communications

Put your customers at the center of every interaction

Deliver an end-to-end customer-centric experience. With Dynamics 365, field service companies can keep customers informed, make communication easier, and ensure they have positive interactions at every step of the service chain.

• Enable customers to see upcoming service appointments and view completed and open cases through a customer portal
• Send the real-time location of technicians to customers, along with arrival times, photo, and vehicle information
• Keep customers informed at each step of the process with automated text messages and phone calls
• Automatically escalate customer feedback for follow up when needed