Why Customers Use Dynamics 365 for Field Service
360° View of the Customer - Achieve complete organizational alignment with Sales, Marketing, Customer Service, and
Field Service teams for customer records.
Asset and Equipment Management - Manage all equipment components for complete visibility into warranty and service
agreements; total revenue and related costs; and audit history.
Customer and Partner Engagement - Portals provide visibility and insight through configurable web pages tailored to
customer or partner roles and extend the power of your Dynamics 365 to deliver self-service options to enhance the customer
experience.
Knowledge Management - Make crucial field service resources such as product manuals, technical support documentation,
training, and related videos readily available to customer care representatives, partners, and field technicians.
Work Order Management - Create work orders directly from a case, customer portal, email, or directly from your CRM
and track against SLAs, entitlements, revenue and related costs, and invoicing.
Mobile - Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in
features of Android, iOS, and Windows.
Service Contracts - CRM service contracts help you maintain warranty and entitlement information organization-wide.
Inventory, Parts and Logistics - Get real-time updates to ensure accurate inventory including the ability to reorder
directly from Dynamics 365.
Scheduling and Optimization - Automatically schedule and assign resources based on skills, location, required parts,
and work load. Routes are optimized to meet SLAs and minimize drive times.
Analytics - With one central repository of information, key analytics and KPIs are at your fingertips for proactive
decision making.