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Microsoft Dynamics 365 for Field Service

Deliver service that goes above and beyond. Dispatch resources where they need to go to resolve issues the first time, every time.

Benefits of Dynamics 365 for Field Service

Fix issues the first time

Be sure your technicians have the information, tools and time they need to resolve each clients issue on the first visit. Empower them to deliver stellar service that builds client loyalty and trust.

Deliver proactive service

Provide the dependable, consistent service your customers expect. Predict, find and fix issues before they even know there’s a problem.

Schedule resources efficiently

Meet customer needs while optimizing your costs and resources. Send technicians to the customer who needs them most.

 Five Innovative Ways Industry Leaders Modernize Their Field Service 

Get the inside scoop on how five of your peers transformed from costly break fix models to profitable and proactive ones.

Dynamics 365 for Field Service Features at a Glance

Work Order Management

Create work orders from whatever source is easiest, a case, email, and your customer portal for from directly within your CRM. Track their progress against service level agreements, revenue, costs, existing invoices and entitlements.

Knowledge Management

Give your customer care staff, partners and field technicians easy access to a rich library of documentation resources including product manuals, training and videos. Empower them to serve customers quickly and effectively.

Scheduling and Resource Optimization

Assign and schedule resources based on their location, workload, skills and required parts. Set routes to meet service level agreements and reduce drive times.

Mobile Capabilities

Created with the needs of field agents and technicians in mind, Dynamics 365 mobile apps make the most of the built-in features your Android, iOS and Windows devices already offer. 

Complete View of the Customer

Align your field service, customer service, marketing and sales teams with a single place to create and view all customer records.

Centralized Analytics

By storing information in a single database, KPIs and other key analytics remain at your fingertips for smart, proactive decision making.

Service Contracts

Track warranty and entitlement information organization wide for all customers.

Web Portals

Improve the experience for both your customers and business partners with 24/7 easy access to key information tailored to their unique needs and role.  

Logistics, Parts and Inventory

See up to the date information on what you have on hand. When the need arises, re-order without leaving Dynamics 365.

Equipment and Asset Management

Keep track of all your key equipment information, such as total revenue related costs, warranty and service agreements, plus an audit history.

Why Dynamics 365 for Field Service?

If I make a promise to a customer that we’ll be there on Tuesday, I can ensure that our team is going to deliver. With Dynamics 365, if someone can’t work, somebody else will automatically be notified. It’s that consistency that separates us from everyone else.

—Ken Kelly, President, Kelly Roofing

Want to Learn More About Dynamics 365?

As a leading Microsoft Partner, Intelligent Technologies can help you empower staff, connect with customers, transform business processes, and streamline operations with Microsoft Dynamics 365. Simply fill out the form to register for your custom demo or to request more information.