Dynamics 365 Field Service

Implement, Customize & Integrate Dynamics Field Service for Your Business Success

Microsoft Dynamics 365 Field Service, a module within the Microsoft Dynamics 365 suite, is an agile asset-routing, resource assignment and optimization platform designed to streamline field service operations.

How We Can Help You?

At Nalashaa Digital, we guarantee seamless Dynamics Field Service implementation, integration and customization, setting the standard for operational excellence.


  • Assessment: Thoroughly analyze your field service operations
  • Custom Configuration: Tailor Dynamics Field Service to your unique needs
  • Data Migration: Migrate historical data with precision
  • Comprehensive Training Provide specialized training and ongoing support


  • End-to-End Integration Services: Seamlessly helps you connect with Microsoft apps & other legacy systems
  • Integration Methods: Utilizes cost-effective third-party tools, Microsoft Flow, and Dynamics 365 Web API for seamless connections


  • Consultation: Understand specific field service processes and goals
  • Bespoke Development: Create custom functionalities and modules
  • Enhanced User Experience: Focus on intuitive design and dashboards.
  • Testing Rigorous testing to meet your expectations

How Does Dynamics Field Service Benefit You?

Ensure issues are resolved right the first time, boosting customer satisfaction

Complete more service calls per technician, increasing productivity

Identify and seize upsell and cross-sell opportunities

Reduce travel expenses and vehicle wear and tear

Provide customers with precise service updates in real-time

Equip technicians with historical data for better service

Offer convenient appointment options for customer satisfaction

Maximize uptime, minimize costs, and enhance customer satisfaction through field service asset management

D365 Field Service Key Features

Dynamics 365 Professional Contracts | Nalashaa Digital

Professional Contracts

Tie agreements with service activities, SLAs, billing, CSAT for predictable account retention and growth.

  • Pre-built and configurable, service agreements, work orders, SLAs, payment terms
  • Manage recurrence, anomalies, timing of orders, products, invoices etc.
  • Conditional entitlements – Discounts, freebies, prioritization
  • Automatic mapping of quotes, invoices to agreements for accelerated billing

System-Assisted Scheduling

Maximize return on assets by optimizing utilization of staff, equipment & assets.

  • Book individuals, crew, pools, facility/resource for max utilization
  • Skills, availability, geo, preference-driven recommendations
  • Automatic traffic-aware routing, assignment, geolocation of resources
  • Book from Work orders, requirements, schedule board
Dynamics 365 System Assisted Scheduling | Nalashaa Digital
Dynamics 365 Optimized Inventory | Nalashaa Digital

Optimized Inventory

Drive superlative financial outcomes through better forecasts, fewer leakages and just-in-time availability.

  • Process RMAs, transfers, adjustments, vendor returns
  • Manage Warehouse, POs, shipping partners centrally
  • Setup customer assets, catalogs, tag to service locations
  • Define purchase terms, tag to POs, identify violations etc.

Smart Field Service

A contextually aware, amply skilled and timely available field force for first-time-fixes, on-site and from afar.

  • Job, customer data on mobile, even when offline
  • Alerts, messages, reminders, push notifications
  • Mixed reality-driven remote assistance through HoloLens
  • Geofencing for live-tracking and fraud prevention
  • IoT to auto-diagnose, create cases, schedule visits for predictive maintenance
Dynamics 365 Smart Field Services | Nalashaa Digital
Dynamics 365 Customer Engagement | Nalashaa Digital

Engaged Customers

Build brand allegiance through information transparency, tool enablement and consistent system-directed processes.

  • Track past/upcoming appointments & cases through portals
  • Real-time technician tracking – ETA, photo, vehicle info. etc.
  • Closed-loop feedback, updates through text/voice
  • Proactive communication, transparency, self-service

Empowered Employees

Assist, equip and monitor your team for a higher happiness quotient and exceptional customer experience delivery.

  • Step by step guidance on processes, procedures, regulations
  • Forecast resource requirement for orders/cases/visits
  • Contextual product manuals, support/training artefacts at fingertips
  • Track SLA compliance, utilization, satisfaction, trends on dashboards
Dynamics 365 Employees Engagement | Nalashaa Digital

The Comprehensive Dynamics 365 Overview

Dynamics 365 is a unique product that understands the changing needs of the market and how best to help your business flourish.


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Supply Chain Management

Combine the forces of ERP and CRM and leverage machine...

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Project Service Automation

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Why Our Clients Love Us?

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Want To Implement Dynamics 365
For Field Services?

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Frequently Asked Questions

How to get Dynamics 365 Field Service on the phone?
The Dynamics 365 Field Service Mobile App is a versatile tool empowering technicians to efficiently manage work orders, access customer asset data, and handle accounts while on the move. It's free to download on major platforms but requires a Field Service user license and permissions. This app enhances field service operations with real-time updates and easy access to crucial data. To get started, simply search for "Dynamics 365 Field Service" on your iOS or Android device's app store, download the app named "Field Service (Dynamics 365)," and sign in to streamline your field service tasks.
Is it possible to use the Field Service Mobile without an Internet Connection?
Yes, the Field Service Mobile app offers the convenience of working in both online and offline modes. In online mode, data syncs automatically as per system administrator settings. When working offline, you can initiate downloads by tapping the designated offline button, ensuring essential information is readily available on your device even without an internet connection.
What is a work order in Dynamics 365 Field Service?
A Dynamics 365 Field Service work order serves as a comprehensive record for coordinating and scheduling various tasks like installations, repairs, or preventive maintenance. To create a work order, you can use the work order form and record list within Field Service, ensuring all necessary details are entered, or opt for a quicker start via the Get Started page, where basic work order information can be inputted.