Dynamics 365 Field Service

CRM – Customer Loyalty

Dynamics 365 Field Service Features

Resolve service issues before they occur, reduce operating costs and provide positive onsite experiences through integrated information analytics.

Increase operational efficiency with IoT

Honor operational efficiency
with IOT
Enhance your service experience through proactive problem detection and resolution, so only one technician is dispatched
when needed.

Get insights and information
Take advantage of the IOT to detect and diagnose problems before customers know about them.

Automate the creation of
work orders
Automatically create intervention requests and schedule or dispatch technicians with relevant customer information on their devices.

Transform service through predictive maintenance
Move from expensive scheduled maintenance plans to a just-in-time predictive maintenance model that allows you to repair, clean or replace parts only when needed.

Main benefits

Get insights and information

Optimize the management of your resources and inventory

Increasing efficiency and sharing relevant information to better respond to customer needs

Interact proactively with your customers, creating reliable and user-friendly service experiences

Innovate with an adaptable platform that is easy to customize, expand and interconnect with the other applications and services you currently use

Providing modern tools such as mixed reality video calls, annotations and file sharing

Increase and empower the effectiveness of technicians

Increase the effectiveness of technicians
Give technicians a 360-degree view of your customers and real-time guidance to reduce resolution time and gain customer confidence.

Ensure the punctuality of appointments
Provide information on the best routes and work orders, which can be updated in real time and on any device.

Share customer information
Get a 360-degree view of customer preferences and history with personalized step-by-step instructions for monitoring and completing the current task.

Increase on-site efficiency
Improve field processes through mobile access to information in the back office.

Modernize field service using mixed reality
Perform contextual troubleshooting and provide technicians with hands-free video calling and mixed reality annotation capabilities with Microsoft Hololens.

Train technicians
It provides technicians with modern tools, such as mixed-reality video calling, annotations, and file sharing, so they can get the information to solve problems.

Encourage innovation
Transform customer interactions with in-depth information to guide your teams to achieve optimal business results.

Solve complex problems faster
Allow technicians to share onsite what they are doing with remote experts. Easily access requests for intervention.

Dynamics 365 Field Service Features

INTERACT WITH YOUR CUSTOMERS

It offers customers self-service portals, proactive updates and technical monitoring to ensure a positive experience at every stage.

EARN CUSTOMER TRUST

Interact with customers, sharing information about quotes, contracts and scheduling in a fully integrated way.

CREATE EASY-TO-USE SERVICE EXPERIENCES

Allow customers to easily monitor service activities and autonomously schedule appointments with a customer portal.

COMMUNICATE PROACTIVELY

Provides customers with real-time technician location and automatic voice and text dial reminders.