On a daily basis, field service companies face significant challenges such as poorly planned routes, delays, miscommunication, a lack of resources, and the wrong stuff for the job. All of these factors have a direct impact on providing excellent customer service. Dynamics 365 Field Service brings together a number of tools to help you improve your service delivery and streamline the process.
Dynamics 365 Field Service, as a standalone Dynamics 365 module, simplifies management (including calendars) and provides managers with full access to check-in, check-out, and technical data.
In this blog post, we’ll look at where Dynamics 365 Field Service fits in your organization and discuss its key features.
1. Manual processes
Are pen and paper still in use by your field workers? Is it common for information to be lost or not captured? Or is your business is still slow by manual processes?
Organizations can use our Mobile Field Service software to reduce errors, improve customer service, and save money and time. Microsoft Dynamics 365 is connected to it. Utilize the work order management feature of Dynamics 365 Field services. The ability to have various types of work orders and easily manage them all in one place Based on these types, the system can automatically associate tasks, services, or products. Consider them to be templates.
2. Scheduling
The schedule table gives recipients a clean and orderly interface capability to plan, dispatch and administer all their resources. The ability to have as many schedule boards allows you to filter work orders and resources for a certain location. It allows each dispatcher to customize their board appearance and feel.
3. Resource Utilization
The mobile application Dynamics 365 Service allows technicians to obtain all the information necessary in the field – including the offline capacity (Phone interface depicted on the right). In addition to mapping and up-to-date analysis for managers and offices, the app allows you to monitor your resources (red-circled).
4. First-time Fix Rates
The Field Service module in Dynamics 365 allows you to allocate appropriate resources for your technicians to complete jobs, resulting in a higher first-time repair rate.
5. Invoicing
Finance & Supply Chain Management ensures that data flows seamlessly between your field service software and your ERP system, allowing you to speed up processes like invoicing.
Bottom Line
Microsoft Cloud Technology supports all Dynamic365 modules and is the preferred choice for hundreds of service providers in the field, with Field Service as an obvious choice, specifically designed for companies operating with an area service component. Dynamics 365 Field Service is easy to set up and does not necessitate complex customizations. In fact, as an out-of-the-box tool, it requires more configuration than personalization. However, if you still need professional assistance, the DHRP team is all set to help you with it.
