Deliver Proactive Service and Resolve Issues on the First Visit

Optimize your field service operations with an intelligent solution that connects your technicians, customers, and products to drive exceptional service delivery.

Transform Your Service Operations from Reactive to Proactive

Microsoft Dynamics 365 Field Service empowers you to move from a reactive break-fix model to a proactive and predictive service organization. By combining workflow automation, intelligent scheduling, and mobile enablement, you can ensure the right technician with the right skills and parts is dispatched to the right job every time. With integrated IoT capabilities and AI-driven insights, you can detect and resolve issues before they impact your customers, transforming your service operations into a key driver of customer satisfaction and loyalty.

Key Benefits

Increase First-Time Fix Rates

Equip technicians with all the information they need, including customer history, asset details, and step-by-step guidance, on any device to resolve issues on the first visit.

Optimize Resource Scheduling

Automate scheduling to dispatch the closest available technician, minimizing travel time and maximizing the number of appointments per day.

Enable Proactive Service

Use connected IoT sensors to monitor customer equipment in real time, identify anomalies, and trigger work orders automatically before a failure occurs.

Enhance Customer Engagement

Keep customers informed with automated appointment reminders, technician tracking, and a self-service portal to manage their service needs.

Key Features & Modules

Work Order Management Efficiently manage and track all service requests from creation to completion.

  • Automatically generate work orders from service cases, sales orders, or IoT alerts.
  • Track all service activities, parts, and costs associated with each job.

Scheduling and Dispatch Intelligently schedule and dispatch your field resources.

  • Schedule Board: An interactive, drag-and-drop interface for dispatchers.
  • Resource Scheduling Optimization: AI-powered, automated scheduling that considers skills, location, availability, and SLAs.

Asset Management Maintain a complete history of all customer assets and service history.

  • Track asset location, maintenance schedules, and warranty information.
  • Provide technicians with a full view of an asset’s service history.

Mobile Enablement Empower your technicians with a powerful mobile application.

  • Access work orders, customer data, and technical guides online or offline.
  • Capture photos, videos, and customer signatures in the field.
  • Process payments and complete service reports on-site.