Dynamics 365 Field Services

The last mile for complete service satisfaction

Dynamics 365 for Field Services helps organizations streamline their field operations through self-service portals and mobile apps by providing:

  • Real-time visibility into resource utilization
  • Automating scheduling and dispatching
  • Optimizing inventory and asset management
  • Enabling remote collaboration and communication
  • Delivering personalized customer experiences

This helps organizations increase efficiency, reduce costs, and enhance customer satisfaction.

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

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