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Dynamics 365 Field Service

Improve and optimise the work of your field staff with Dynamics 365 Field Service – a modern solution for managing and scheduling field service.

Provide exceptional service for your customers

Dynamics 365 Field Service is designed for efficient planning and management of field staff work (service interventions, installations, maintenance, etc.). For this purpose, the application has a number of specialised functions for tracking human resources, monitoring tasks and planning service routes. The software also has additional tools for contract management, invoicing or evaluating the performance of individual technicians.

Increased efficiency of technicians

Increased efficiency of technicians

By managing field work more efficiently, you increase technician productivity while reducing costs.

Sophisticated integrated dispatching

Sophisticated integrated dispatching

With dispatching and planning tools you can clearly manage human and technical resources.

Mobile apps as a matter of course

Mobile apps as a matter of course

With Field Service, technicians have information at their fingertips at all times on their mobile devices.

Advanced analytical tools

Advanced analytical tools

Track key performance indicators and get data to further improve your services.

Field Service solution features

The system automatically generates work orders based on orders, calls, contracts or emails received. Dispatchers can then use the interactive dispatch interface to quickly and clearly assign jobs to technicians based on their expertise, location or priority. Managers then have clear dashboards to monitor the progress of all jobs in real time from one interface.

Mobile apps for technicians

Field staff can access the data in the system online via a user-friendly modern application. This allows for the processing of service cases, including electronic signatures of contracts and photo documentation. There is also a clear, automatically updated service calendar and a link to Google maps to facilitate transfers. Of course, there is also the availability of job history and additional information for service intervention (parts availability, service records, contracts, etc.).

Field staff can access the data in the system online via a user-friendly modern application. This allows for the processing of service cases, including electronic signatures of contracts and photo documentation. There is also a clear, automatically updated service calendar and a link to Google maps to facilitate transfers. Of course, there is also the availability of job history and additional information for service intervention (parts availability, service records, contracts, etc.).

Warehouse management

The solution is equipped with a set of functions for real-time inventory management, e.g., by location. Online tracking of parts movements throughout their lifecycle, from order to installation, is included. With Field Service, your warehouse staff can create stock logs to keep track of individual inventory categories.

The solution is equipped with a set of functions for real-time inventory management, e.g., by location. Online tracking of parts movements throughout their lifecycle, from order to installation, is included. With Field Service, your warehouse staff can create stock logs to keep track of individual inventory categories.

Reporting and contract management

Dynamics 365 Field Service has tools for quick creation and management of service contracts, which are linked to price lists, warranties and service intervention logs. The solution supports different types of periodic maintenance contracts (weekly, monthly, annual, etc.) and automatically generates the corresponding invoices when the work order is closed. An advanced reporting suite equipped with dashboards linked to the CRM system is then used to keep track of the progress and efficiency of service orders. With these, managers can evaluate employee performance in real time, measure average time spent with customers or create advanced reports in Power BI.

Dynamics 365 Field Service has tools for quick creation and management of service contracts, which are linked to price lists, warranties and service intervention logs. The solution supports different types of periodic maintenance contracts (weekly, monthly, annual, etc.) and automatically generates the corresponding invoices when the work order is closed. An advanced reporting suite equipped with dashboards linked to the CRM system is then used to keep track of the progress and efficiency of service orders. With these, managers can evaluate employee performance in real time, measure average time spent with customers or create advanced reports in Power BI.

Benefits Field Service for individual professions

Sales representatives

Sales representatives can access the system via a web browser, easily sort customer requests by priority and create on-site work orders.

Service managers

Thanks to Field Service, service managers have a perfect overview of the performance of service technicians and the progress of service delivery. Based on this data they can then improve services more effectively and standardise work processes.

Dispatchers

Dispatchers have an integrated interface for tracking and assigning work orders to workers. To speed up processes and save labour, Field Service offers fully automated resource planning optimisation.

Technicians in the field

Thanks to the mobile app, field technicians can operate with complete independence, communicate directly with the system and handle everything electronically without the need for paper forms.

Inventory managers

For inventory managers, the solution offers functions to ensure the distribution of the necessary equipment to individual technicians and to handle routine administration related to the movement of inventory items.

Why do companies choose us for their Dynamics 365 implementation?

We are one of the TOP 3

We are one of the TOP 3

companies in the number of consultants and Dynamics 365 developers

250+ customers

250+ customers

Dynamics 365 and Power Platform

17 countries of the world

17 countries of the world

Extensive experience with global implementations

30 years in business

30 years in business

Stable European company with extensive know-how, stable implementation team

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