Dynamics 365 Field Service Automation

Introduction:

The Dynamics 365 Field Service Automation is a business application that combines scheduling algorithms, automating workflows, and setting up mobile workers for mobility success when fixing customer issues onsite. It helps businesses and organizations to deliver successful onsite service to different customer locations.

 

With the Field Service application, you can:

  • Boost first-time fix rate

  • Track and organize costumer-issue resolutions

  • Maximize upsell and cross-sell opportunities

  • Manage follow-throughs

  • Minimize mileage and travel time

  • Improve communication and accuracy on ETA

  • Set onsite visits based on customer’s convenience

  • Record account and equipment history accurately

  • Preventive maintenance to avoid downtime on equipment

HOW MUCH DOES IT COST TO INSTALL?

Just like any Dynamics 365 app, you can also purchase the Dynamics 365 Field Service Automation separately. It costs a price of $95 US per month for a full user license and an additional $8 USD per month for each team member.  

WHAT INDUSTRIES USE THIS APP?

There are a lot of industries that use the Dynamics 365 Field Service Automation app. Some of them are in:

 

Health Care: The Field Service app can be used to schedule and dispatch nurses, caregivers, and other healthcare workers in medicine administration and to handle and provide care for multiple clients.

 

Manufacturing: This application is being used by this industry to manage maintenance services over the life span of the products being manufactured.

 

Equipment Maintenance: The Field Service app comes in handy in keeping track of maintenance and repairs of commonly used equipment necessary to run businesses like HVAC companies.

 

Utilities: The Field Service app can be used by companies like Optic Cable Companies in dispatching technicians to respond to outages and problem areas.

WHAT FUNCTIONALITIES DOES IT INCLUDE?

Dynamics 365 Sales Team Performance has the following functionalities:

  • Creating, managing, and setting work orders for work needed mainly at customer locations.

  • Communication tools for everyone from customers to customer service agents, dispatchers, and field technicians.

  • Scheduling and dispatching tools for better resource and equipment management.

  • Access to real-time schedule and other data changes

  • Managing inventory, returns, and purchases

  • Generating invoice based on service and products delivered to customers.

  • Report analytics on KPI for scheduling activities, interacting with customers and managing work orders.

CAN WE START WITH THIS AND ADD MORE FUNCTIONALITIES LATER ON?

Yes, each of Dynamics 365 apps (Sales, Field Service, Project Service Automation, and Customer Service) can be bought individually.

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