Dynamics 365 Field Service
Dynamics 365 Field Service is a robust and well-rounded solution for managing field service operations while offering a centralised platform to streamline scheduling, dispatching, work order management, inventory tracking, and customer communication.
More than Just Maintenance
Yes, Field Service handles traditional installation and repairs, but that’s just the start. From healthcare visits and social care checks to mobile libraries and waste collection, this platform flexes to fit your world.
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priorityAutomate scheduling and dispatch
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priorityTrack inventory across vans and warehouses
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priorityCapture data on the move
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priorityKeep customers informed every step of the way
Key Features That Keep You Moving
Work Order Management
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Track every job from start to finish, creation, scheduling, dispatch, service, invoicing, and inventory updates. Trigger work orders manually or automatically via cases, contracts, or IoT alerts.
Service Agreements
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Recurring services? No problem. Automate work orders and invoicing with flexible agreements that cover everything from maintenance to cleaning and security.
Inventory & Asset Management
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Know what you’ve got and where it is. Track stock across locations, manage transfers, and keep technicians equipped. Monitor customer-owned assets and service history, with IoT integration for proactive maintenance.
Field Service Insights
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Use Power BI to visualise performance, resource utilisation, and scheduling accuracy. Standard reports come built-in, with advanced options available via Resource Scheduling Optimisation.
Inspections
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Build digital forms for audits, safety checks, and asset testing. Complete them offline, attach media, and store everything in Dataverse for reporting and automation.
Smart Scheduling
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AI-powered scheduling matches the right technician to the right job, factoring in skills, location, and availability. Drag-and-drop simplicity, real-time visibility, and route optimisation built in.
Mobile App
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Give your frontline team everything they need, job details, barcode scanning, media capture, offline access, and more. Built on Power Platform for flexibility and integration.
Want to learn more about Field Service?
Read our free guide - great for both new and experienced users. It's filled with information to help you succeed in your business journey.
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