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Microsoft Dynamics 365 - Field Service

The Field Service app provides a complete solution from Sales Management to Contract, Work Orders, Case Management, state of the art scheduling board to a configurable mobile field service app.

Key Features

  • Sales & Quote Management
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  • Contract Management
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  • Automatic Work Order Generation
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  • Case Management
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  • Asset Management
  •  
  • Functional Asset Locations

Sales & Quote Management

Contract Management

Automatic Work Order Generation

Case Management

Asset Management

Functional Asset Locations

  • Interactive Schedule Board
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  • Scheduling Assistance
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  • Travel Time and Distance
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  • Utilisation reporting
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  • Timesheet & Time off requests
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  • Bookable Resources and Resource Characteristics
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  • Customer Self Booking Portal

Interactive Schedule Board

Scheduling Assistance

Travel Time and Distance

Utilisation reporting

Timesheet & Time off requests

Bookable Resources and Resource Characteristics

Customer Self Booking Portal

read more about Field Service here: Overview of Dynamics 365 Field Service (contains video) | Microsoft Learn

Schedule Board

See all bookings at a glance and use the interactive schedule board to drag and drop your work orders.

Scheduling Calendar

  • A semi-automated scheduling assistant helps assign work orders based on closest location and resource characteristics.
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  • See at a glance resource availability with travel time and distance from up coming jobs

A semi-automated scheduling assistant helps assign work orders based on closest location and resource characteristics.

See at a glance resource availability with travel time and distance from up coming jobs

Resource Insights

  • Skills Categorisation
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  • Roles
  •  
  • Experience levels
  •  
  • Resource images

Skills Categorisation

Roles

Experience levels

Resource images

Mobile App

See your bookings

  • The Booking calendar provides a complete view of bookings for the day / coming weeks.
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  • Change the Booking Status to ‘Traveling’ to track travel time and calculate  distance.
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  • Get directions using the map function.

The Booking calendar provides a complete view of bookings for the day / coming weeks.

Change the Booking Status to ‘Traveling’ to track travel time and calculate  distance.

Get directions using the map function.

Carry out Service Tasks

The service area contains a list of tasks that need to be carried out during the booking.

Each Service Task can be configured based on the type of service activity and can be configured to capture form type information which can then be output to the customer.

Record time taken for each task and record products used which will feed back to the work order for billing.

Capture customers signature for invoice generation.

The service area contains a list of tasks that need to be carried out during the booking.

Each Service Task can be configured based on the type of service activity and can be configured to capture form type information which can then be output to the customer.

Record time taken for each task and record products used which will feed back to the work order for billing.

Capture customers signature for invoice generation.

Remote Assist

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  • Call for help using the Remote Assist feature
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  • Start a 2 way video call with colleagues to help progress tricky tasks.
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  • Create follow up work orders if additional work required.

Call for help using the Remote Assist feature

Start a 2 way video call with colleagues to help progress tricky tasks.

Create follow up work orders if additional work required.

read more about Field Service here: Use the Field Service (Dynamics 365) mobile app (contains video) | Microsoft Learn

What to know more!

Here’s some resources you may find useful:

Schedule Board: Universal Resource Scheduling for Dynamics 365 Field Service | Microsoft Learn

Customer Self Booking: Enable self-scheduling service appointments in Dynamics 365 Field Service (contains video) | Microsoft Learn