Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service is the service management software designed to optimize resource scheduling, prepare field technicians, and meet your customers’ expectations and needs through tools that enable you to resolve issues on the first visit.

field service workspace screen

What is Dynamics 365 Field Service?

Dynamics 365 Field Service is a powerful, modular, and flexible solution capable of addressing end-to-end needs for any field service.

Based on IoT technologies, machine learning, augmented reality, and mixed reality, this platform for technical support service and our ARBENTIA GMAO software feature intelligent processes that help resolve issues before they occur, thereby reducing operational costs and providing highly satisfying experiences for both customers and employees. Some of the benefits that this type of platform offers to companies include:

  • Providing proactive maintenance by identifying and diagnosing problems
  • Conducting end-to-end tracking
  • Offering connected and transparent customer service
  • Optimizing resource scheduling
  • Empowering field technicians with technology that enables them to deliver the best service
  • Resolving issues on the first visit and providing remote assistance

Why should you choose Field Service for your field service?

Pantalla vista integral activos de clientes

Delivers a connected field service

Detecting issues before they become problems

Ensure consistency and reliability in your operations. Avoid service calls by resolving issues remotely with IoT (Internet of Things) sensors.

Just In Time Predictive

Maintenance Model Opt for a predictive maintenance model activated through IoT data and transform your company from a cost center to a profit center with Dynamics 365 Field Service.

Comprehensive view of customer resources

Meet and exceed your customers’ expectations by offering predictable service and exceptional on-site experiences. Gather customer feedback by automatically sending personalized surveys after a field service call with Microsoft Power Automate.

Schedule resources intelligently

AI-based technician recommendations

Use AI-based recommendations from Dynamics NAV Field Service to select the right technician at the right time.

Call classification and technician allocation

Use the ERP Field Service software with Dynamics 365 Customer Service to classify calls and assign technicians based on their availability and proximity, ensuring a unified workflow and reducing operational costs.

Automated resource scheduling

Access the entire history of your technical resources and optimize them by minimizing travel time and quickly responding to potential delays, cancellations, and urgent tasks.

Pantalla programación de recursos automática
Colaboración remota en dispositivo móvil

Troubleshoot problems in the right way

Contextual help for technicians

Apply comprehensive step-by-step procedures during maintenance operations using Dynamics 365 Guides and other mixed reality tools.

Real-time queries

Make video calls with Dynamics 365 Remote Assist to share information and mixed reality experiences with other technicians.

Track all service activity

Access all information, work orders, and customer data even when offline with Business Central Field Service. Provide your technicians with everything they need to manage their work orders and appointments, as well as access customer addresses and data, and take photos, notes, and videos with the mobile app.

The benefits of AI

Optimises service operations

Fill in customer data in work order drafts with the help of Microsoft Copilot so that administrators can review them in their workflow.

Organise work orders

Create draft responses to customer messages summarizing key details and next steps.

Engaged employees

Keep frontline workers engaged with intelligent summaries that allow them to avoid navigating through entire work orders to find key information.

Pantalla de trabajo de Copilot para Dynamics 365 Field Service

Why rely on Microsoft Field Service technology?

Microsoft logo

Flexible access

Access field information anytime and anywhere, whether from your PC, smartphone, or tablet. Dynamics 365 Field Service keeps data updated in real-time, ensuring agile and accurate decision-making.

Full integration

Connect natively with other Microsoft or third-party solutions to gain a complete and unified view of field operations. Obtain a comprehensive overview of processes for informed decision-making and improved customer satisfaction.

SaaS deployment

Take advantage of the cloud by eliminating the need for costly infrastructures and complicated migrations. Stay always updated with the latest software version and benefit from everything AI can do to enhance productivity and service quality.

Microsoft Dynamics 365 Field Service features

Enable the creation, assignment, and management of service orders from start to finish. This includes scheduling appointments, assigning technicians, tracking progress, and updating the status of service orders.

Use advanced scheduling algorithms to automatically assign the most suitable resources, such as technicians, tools, and spare parts, to service orders based on various factors like availability, location, skills, and priorities.

Enable detailed tracking of assets, spare parts, and equipment used in field service. The tool can manage inventory, automatically place replenishment orders when necessary, and track the consumption of spare parts.

Provide functionalities for planning and executing preventive maintenance. Schedule maintenance visits based on a predefined calendar, asset usage, or recommendations based on service history.

Field technicians can access the necessary information and tools through mobile devices. They can receive real-time notifications and updates, collaborate with other technicians and specialists, access manuals and documentation, capture digital signatures, and record notes and details about the work performed.

Microsoft Field Service allows you to manage service contracts with customers, including service level agreements (SLAs), service history, billing, and automatic renewal. It can also generate reports and analyses on the performance of service contracts.

Help optimize field technicians’ routes by minimizing travel times and maximizing operational efficiency. This is achieved by calculating optimal routes based on customer locations, resource availability, and traffic conditions.

Microsoft
Empowering consulting

We are a Microsoft Dynamics 365 Field Service partner.

ARBENTIA is an international business consulting and information technology company, and a Microsoft partner, specializing in Microsoft Dynamics 365 technologies. Thanks to innovation and our expertise in Microsoft’s field service tool, we help companies optimize resource allocation, appointment scheduling, and equipment maintenance, all to provide exceptional service to customers.

  • We carry out projects both nationally and internationally
  • We are a certified Microsoft partner and hold several designations, including Microsoft Solutions Partner in Business Applications, demonstrating our expertise and excellence in the area of Microsoft business applications
  • Our team consists of over 200 experts in technology consulting
  • We have accumulated more than 20 years of experience and 500 projects in the IT consulting world
  • We specialize in the improvement and efficient management of maintenance services
  • We focus on building strong relationships, adapting to the unique needs of each client

How we implement Field Service in your business

We Guarantee the Success of Your Project in 4 Phases:

1. Customer Analysis and Requirements

We start by conducting a detailed analysis of your existing field service processes and the challenges your company faces, while identifying the key objectives and requirements for the implementation of Field Service.

2. Solution Configuration

We configure the software to optimize field service processes, including appointment scheduling, resource management, preventive maintenance, among others. Additionally, we ensure it meets Microsoft’s quality standards.

3. Implementation

We implement Dynamics 365 Field Service in a planned and structured manner, configuring the system and managing the data migration to the new environment, ensuring the integrity and accuracy of the information.

4. Training and Support

Finally, we provide personalized training to end users on how to effectively use Dynamics 365 Field Service and offer continuous support, ensuring that our clients feel supported at all times.

Microsoft Dynamics 365 Field Service Field Service Pricing

Field Service

88,90€per user/month
  • Access to the application from the web, on mobile devices, and through Microsoft 365
  • AI assistance from Copilot for creating and updating work orders, scheduling, and summaries
  • Access to Dynamics 365 Guides and Dynamics 365 Remote Assist
  • Technician performance analysis
  • Vendor and contractor management
  • Planned maintenance agreements
  • Returns processing
  • Resource scheduling and dispatch

*Contact us for detailed pricing information

Frequently Asked Questions about Dynamics 365 Field Service

Dynamics 365 Field Service and Dynamics 365 Customer Service are two applications within the Microsoft Dynamics 365 suite of business applications. The main difference lies in their focus and customer interactions. Field Service (FS) focuses on managing field services, while Customer Service (CS) focuses on customer support through various communication channels.

Both solutions complement each other and can be integrated to provide a complete service experience. For example, a service order in FS can automatically generate a case in CS to follow up and support and resolve any service-related issues.

The solution is suitable for companies that perform field services, such as technical service providers, maintenance and repair companies, installation services, home healthcare services, and many other industries that require efficient management of field service operations.

The implementation of Field Service involves several steps and can vary depending on the needs and size of the organization.

  1. Conduct planning and analysis to define the organization’s goals and requirements.
  2. Configure and customize the solution according to the company’s needs.
  3. Integrate existing data and train the user team.
  4. Perform thorough testing and validation before deploying the solution in the production environment.
  5. Continuously monitor system performance and provide user support.

To ensure a successful implementation, it is advisable to work with a certified Microsoft Dynamics 365 partner who can bring the appropriate experience and knowledge for configuring and customizing the solution based on business needs.

Shared Success Stories

Arce Clima improves the control of its projects, installations, and maintenance with Microsoft technology

After more than 25 years of innovation and professionalism, and over 10,000 completed projects, the company specializing in HVAC and fire protection installations has trusted ARBENTIA as its technology partner to digitize its business processes. Thanks to Dynamics 365 Business Central, ARBENTIA Project Management, Dynamics 365 Field Service, and Power BI, the company is now able to monitor and anticipate all project deviations, have real-time information on everything that happens in their interventions, and make better decisions.

Find out more about Microsoft Dynamics 365 Field Service

If you are considering implementing Microsoft’s CRM for technical service but need more advice or information, contact us and request a free demonstration of Microsoft Dynamics 365 Field Service. Resolve issues on the first try with Dynamics 365 technology!

field service screens