You Have Challenges

  •   Reduce Costs
  •   Avoid Miscommunication
  •   Reduce Time Wasting
  •   Increase Revenue
  •   Increase Employee Productivity
  •   Increase Customer and Partner Satisfaction

We Have Field Service Solutions

  •   Improve first time fix rate
  •   Provide accurate account and equipment history to the field technician
  •   Manage follow-up work and take advantage of upsell and cross sell opportunities
  •   Communicate an accurate arrival time to customers
  •   Keep customers updated with the status of their service call and when it's resolved
  •   Avoid equipment downtime through preventative maintenance

Dynamics 365 Field Service


As a Service Manager

  • Performance metrics Tracking

    Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records

  • Assets and Equipment Management

    Manage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history

  • Access analytics and KPIs

    With one central repository of information, key analytics and KPIs are at your fingertips for proactive decision making


As a Dispatcher

  • Assign the most qualified technician

    Automatically schedule and Assigning resources based on skills, location, required parts, and work load will let you meet SLAs and minimize drive times

  • Review and schedule work orders

    Review and schedule work orders and assign them to resources on the schedule board through resource availability searches, and through a fully automated resource scheduling optimization add-in


As a Customer Service Agent

  • Triage incoming requests

    Triage incoming requests and determine when to create work orders for onsite visits. Agents primarily use the application through a web browser

  • View customer preferences and order histories

    View customer preferences and order histories and align their records across sales, marketing, customer service, and field service teams


AS a Field Technician

  • Manage your assigned work orders

    Manage your assigned work orders using Dynamics 365 mobile applications that have the capabilities to leverage the built-in features of Android, iOS, and Windows, and perform maintenance and repairs onsite at customer locations

  • Complete your assigned work orders

    Complete work orders by using the solution to photograph completed work, obtain customer signatures, and collect payments