10 reasons to choose Microsoft Dynamics 365 Field Service

Discover 10 reasons why Microsoft Dynamics 365 Field Service helps optimize your service processes and boost customer satisfaction.

11/12/2024

Why opt for a solution like Dynamics 365 Field Service? First and foremost, because it sharpens and streamlines your processes, leading to a more profitable business. And just as importantly: because you want to offer your customers the best possible experience. In practice, investments in this additional layer of functionality often pay off in just a few months—through increased efficiency and tangible results.

Customer asset overview

All customer devices and assets are categorized and centralized in one system to manage locations, content, service commitments, and contracts. This makes it easy to view your complete portfolio, equipment age, replacement options, and more.

Built-in mapping capabilities

Integrated mapping features let you locate individual machines and assets with ease. They can even be linked to GPS devices on the technician’s phone or tablet.

Assign the right resources

Calls or tickets are logged and assigned to a resource based on skills and certifications—ensuring that the right technician is always assigned to the right job.

Clear task assignment overview

Task assignment is done via a visual dashboard that displays each technician’s schedule and current workload. Unassigned tasks can be dragged into open time slots or matched to a technician’s skills profile.

At-a-glance service tasks for technicians

Technicians can see all their upcoming tasks and nearby service opportunities—making better use of time between scheduled visits. Completed tasks can be linked to service contracts for invoicing, which is handled via ERP integration or through a basic task billing report.

Customer status updates

Travel time between tasks is automatically recorded when GPS is active. You can also offer customers an extra level of service by sharing the technician’s location and expected arrival time.

Efficient inventory management

Materials needed for upcoming tasks can be planned directly from the job and a pick list is sent to the warehouse. This ensures materials are packed per task and easily transferred to service vehicles. Once received, the technician gains access to the warehouse with a single click. 9altitudes can help integrate your ERP with the Field Service system.

Installation and task maintenance history

Each asset’s full service history is readily available and linked to every task. This makes it easy to review past interventions and timings—ensuring that the next steps are based on accurate, up-to-date service records. Photos, notes, materials used, and time spent are all logged per task.

Fast sign-off and approval

After the service visit, the customer signs on-screen, and a PDF service report is emailed to the requester—clearly showing what was done, who approved it, hours worked, materials used, and any photos taken during the task.

Leads and open quotes

Technicians can view open quotes and create new leads for the sales team—for example, for replacements or upgrades—so the sales team can follow up on opportunities in the field. If the lead turns into an order, a new service task is created to ensure continued maintenance of the customer’s assets.

Curious about what Field Service Management software can do for your business?

Field Service Management is an essential tool that helps you optimize field service operations and cut costs. With digital and automated administration, better planning, improved communication, efficient inventory management, and higher first-time-right rates, you’ll start seeing efficiency gains in no time.