Microsoft Dynamics 365 Field Service Implementation

Microsoft Dynamics 365 Field Service Implementation

Boost your service quality, improve first-time fix rates, and resource efficiency with Dynamics CRM Field Service

Dynamics 365 Field Service is a comprehensive Microsoft business application designed to help organizations efficiently manage their mobile workforces and deliver exceptional on-site services to customers. It provides a full suite of Field Service Management tools, including service location tracking, customer asset management, preventative maintenance, work order management, resource and inventory management, scheduling and dispatch, and mobility solutions.

How We Can Help You?

At Nalashaa Digital, we guarantee seamless D365 Field Service implementation, integration and customization, setting the standard for operational excellence.

Implementation

  • 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

Integration

  • End-to-End Integration Services: Seamlessly helps you connect with Microsoft apps and other legacy systems, ensuring a smooth flow of information across platforms.
  • Integration Methods: Utilizes cost-effective third-party tools, Microsoft Flow, and Dynamics 365 Web API for seamless connections, enhancing interoperability with existing systems.

Customization

  • 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

Dynamics 365 Field Service Benefits

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

What You'll Get with Microsoft Dynamics 365 Field Service

Why Our Clients Love Us?

  • #FlexiblePackages
  • #QualityService
  • #ProfessionalExpertise
  • #FixedPrice

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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.
What is field service in Dynamics 365?

Field Service CRM in Dynamics 365 is a comprehensive business application designed to improve onsite service delivery for organizations.​ This solution streamlines field service operations by combining intelligent scheduling, workflow automation, and mobile capabilities to enhance the effectiveness of mobile workers when addressing customer issues.

Key features include work order management, real-time tracking, and predictive maintenance, allowing technicians to resolve issues efficiently, improve first-time fix rates, and minimize operational costs. Through features like resource optimization and seamless communication between field technicians and back-office teams, ms dynamics field service enhances overall customer satisfaction and service quality. This application is particularly beneficial for industries such as manufacturing, healthcare, and utilities, where prompt onsite service is critical

Is Dynamics 365 Field Service free?
Microsoft Dynamics 365 Field Service management offers a free trial for 30 days, allowing organizations to evaluate the cloud-based field service solution without any obligation. However, after the trial period, users will need to select a paid plan to continue using the service. The standard pricing for Dynamics 365 Field Service is $105 per user per month, which includes comprehensive field service management features. ​Thus, while the initial trial is free, ongoing use of the application requires a subscription.
What is the difference between Dynamics 365 customer service and field service?
Dynamics 365 Customer Service and Dynamics 365 Field Service are two distinct modules within the Microsoft Dynamics 365 suite, each catering to different operational needs. Customer Service focuses on enhancing the customer support experience by managing inquiries, tracking cases, and providing assistance through various communication channels. In contrast, Field Service is designed for managing onsite service delivery, leveraging features such as scheduling, work order management, and technician dispatch to optimize field operations. ​While Customer Service aims to resolve customer issues primarily through communication, Field Service in Microsoft Dynamics 365 emphasizes efficient service execution at customer locations, making them complementary solutions in improving overall customer satisfaction.
Is Dynamics 365 Field Service available on premise?
MS Dynamics Field Service is available for on-premises deployments, allowing users to choose between cloud-based and on-premises installations according to their specific needs. Several sources confirm that organizations can implement Dynamics 365 Field Service on-premises as an option. However, it is worth noting that some documents indicate inconsistencies regarding its availability. For instance, one source states that Dynamics 365 Field Service is no longer offered for on-premise installations. Thus, while many references support the availability of on-premises deployment, it is important for organizations to verify the current offerings directly from Microsoft to ensure they have up-to-date information.