Field Services

Field Services with Dynamics 365

Field Service capabilities extend Dynamics 365 (online) to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

Improve Your Field Service Growth

To increase profitability and to make optimum utilization of the resources, it’s necessary that the Scheduling function is organized to streamline the entire Field Service Operations. With Dynamics 365 for Field Operations, the team can easily schedule appointments, and the right resources can be allocated, and a highly organized Schedule process is created. The solution gives the option to use Manual, Manual Scheduling with Assistance, and a Fully Automated Scheduling process.
The Software solution enables to automate Scheduling of the technician, and this helps in matching the right technician with the required job skills and select as per the best location. This helps to fix more appointments in a day as the job is completed with more efficiency with the right technician and choosing the best premises will save the time of technicians who would otherwise commute to a far-away job site. Instead, the nearest technician available will reach the site and complete the task at hand.
The solutions consist of a feature known as the Drag and Drop schedule board, and the resource assignments can be managed across multiple work orders. The dispatchers have the required information at disposal. Stock management becomes a highly organized process as the stock can be tracked down to the truck level with real-time visibility, and thus, the first time rates can be fixed.

Ensure the punctuality of the technicians with advanced solutions. Technicians need to be updated about the job requirements with tools that churn out accurate information and which can be accessed from anywhere and at any time. The Field Service solution assists the technicians in being punctual and reaches the site on the appointed time by choosing the best route, and they can get turn-by-turn directions. They can update the details about the work order in real time on any devices. This leads to an increased level of efficiency.
Moreover, they can visit the site as per the customers’ preferences by getting access to history with customized instructions to track and complete the task. The solution is accessed on mobile devices, and the technician can get access to back-office information to collect and update all work details. The field processes can be improved, and onsite efficiency can be enhanced to a great extent. Productivity can be increased by giving technicians advanced tools and technology to complete onsite work with a higher level of competence.

IOT has ushered a revolution in the way technicians work and offer services as it has helped them to increase efficiency. Its extended capabilities have led to quick identification of issues, and thus, the technicians can fix them remotely even before the customer becomes aware of it! This is incredible, and this advanced functionality results in the smooth functioning of business operations.
With the help of Dynamics 365 Field Service technicians can view assignments and access work order data with great ease. With Remote Assist on Microsoft HoloLens, the technicians can work hands-free, and they can share what they see with remote. This collaboration is made so much easier, and efficiency increases also increase tremendously. This helps them to solve complex problems in a much faster way. The technicians can use modern technology and explore its advanced capabilities to increase efficiency and productivity. The software solution offers Mixed Reality Video Calling, Annotations, and they can instantly get information to get an answer to the problems they are facing onsite. The technicians can easily access work orders, and view assignments, and this knowledge helps to prepare for the day-to-day tasks.

Customer engagement is an integral part of the Field Service and its essential to build customer trust, and that is made possible with the help of introducing transparency into the process by sharing quotes, and details about contracts and scheduling process. With easily accessible information available on Customer Portals, the clients feel empowered as they are aware of the service activities. They have more control over the Scheduling of the services as they can self-schedule appointments as per their convenience with real-time tracking of technicians by easily tracking the location. The clients get reminders about the scheduled service through automated voice and text appointment. So, the customers get greater control of the field Services requested by them to solve an issue whether it’s about Repairs, Regular Maintenance or Installation of products.

Field Service is an essential part of business operations, and thus the appropriate amount of resources need to be allocated for the same. Addressing issues promptly and dispatching technicians as soon as the requirement arises is crucial to the success of an organization. Moreover, problems have to be anticipated to avoid any negative impact.

With Dynamics 365 for Filed Service, integrate a high degree of efficiency and effectiveness into your Field services. With smart analytics along with the power of intelligent tools and with the excellent assistance of IoT, get proactive field service solutions. With the powerful Microsoft application, keep a tab on increasing maintenance costs and speed up the work process by allocating the right technician for the right job.

With Azure IoT Services, get end-to-end device visibility and get an in-depth insight with graphical dashboards into the condition of the device, the connectivity speed among other things. Follow-Up action is alerted on the device when the capacity reaches stagnation point. One of the most significant advantages of Dynamic 365 for Field Service is the ability to troubleshoot remotely. This not only saves financial resources but saves the time of the technician and increase his efficiency. The Azure twin device feature has the device tag feature which allows grouping of the machines based on their properties such their usage. Operating conditions, etc. The tools are grouped using tags which facilitates remote troubleshooting. Another highly apparent feature is that the application allows real-time monitoring of the devices. The technicians can define the properties of the devices after they have been registered, connected and configured in the Azure It Hub. The built-in commands allow control of each equipment and in groups as well.

With the solution, you can reduce downtime to run your operations and troubleshoot problems with predictive analytics efficiently. Meet the expectations of the consumers by being proactive and solving issues at the earliest. The application offers a great user experience as well. The Dynamics 365 for Field Service solution runs on the Unified Interface framework that provides consistency in the user interface. It is highly-responsive and ensures excellent viewing experience on any mobile device. By using the same technology across different platforms, uniformity is ensured, and that is indeed a highly favorable thing for the users.

The application promotes excellent work -order Management. This is a remarkable thing for the technicians as their work process becomes highly organized. By creating a single asset record for each part, it quickens the process of completing the orders. With Preventive Maintenance notification and alerts, the technicians can efficiently handle the issues and troubleshoot them by sending a remote command, if the problem is not resolved remotely, then the technician is dispatched to solve the problem on-site.

With the great assistance of Dynamics 365 for Field Service, anticipate problems, troubleshoot them remotely or send the technician without any delay to address the issue. Get alerts and quickly solve any issue without letting any negative impact in your business, Moreover reduce the maintenance cost by using the field resources optimally. With Dynamics 365 for Talent, transform your business operations and achieve higher efficiency and increase revenue by using the most significant technology such as IoT, Predictive analytics, to the best of your advantage.

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