Microsoft Dynamics 365 Field Services



Microsoft Dynamics 365 Field services (Previously-FieldOne)

Field Service is when the technician/resource completes work at business or at home. Traditionally, there are 3 types of Field Service: installation, maintenance, break/fix. Microsoft Dynamics 365 Field Service helps to manages this mobile workforce.

Dynamics 365 Field Service Scheduling

Dynamics 365 could be divided and in these sub-segment:

Service Agreement

  • Accurate Billing—Apply different billing rates for different types of work and materials. Ensure that services and billing conform to warranty stipulations.
  • Asset Management—Classify Customer assets with bar-codes or serial numbers and track asset location, repair history and maintenance needs.
  • Service Forecasting—Track warranties against assets and provide field staff with visibility into terms and expiration dates.
  • SLA and Entitlements: Define entitlement and allocate within work orders. Define service level agreements.

Schedule and Dispatch

  • Optimised Workload—Identify and organise available resources by category to intelligently balance workloads and resources.
  • Send the Best Technician—Match the skill sets of technicians to the requirements of work orders.
  • Intelligent Scheduling—Understand geography, availability, truck inventory, regulatory requirements, customer preferences and service level agreements.
  • Resource and Reallocation—Easily reallocate resources and optimise schedules in response to emergency situations or changes throughout the day.
  • Intelligent Scheduling—Understand geography, availability, truck inventory, regulatory requirements, customer preferences and service level agreements.
  • Resource and Reallocation—Easily reallocate resources and optimise schedules in response to emergency situations or changes throughout the day.
  • Crew Scheduling: There are many instances where organisations need to schedule multiple resources for field service work

Maintenance and work Orders

  • IoT Anomaly Detection (Connected Field Services (With IoT Central))—Identify and fix problems before customers are aware of them, using IoT sensors to report anomalies and send alerts.
  • Maintenance—Machine learning capabilities allow Field Service to predict when a device needs attention and solve issues before failure with automatically initiated, multilayered troubleshooting.
  • Predictive MaintenancePerform “just-in-time” preventative maintenance by understanding actual consumption instead of a time-based preventative schedule.
  • Remote assist: Having the capability to get assistance remotely from colleagues or engineers on the company. Help fix the issue first time and keep customers satisfaction level high.

Customer Centric

  • Customer Portal—Customers can track upcoming service appointments and view completed and open cases through the web portal.
  • Real-Time Visibility—Integration with Glympse keeps customers informed of the technician’s arrival time and provides the technician’s photo and vehicle information.
  • Stay Informed—Customers automatically receive text messages and phone calls to keep them informed at every stage of service.
  • Integration to Dynamics 365 Finance and Operations

Reporting and Business Intelligence

  • Performance Management—Track performance with interactive graphical scorecards and dashboards.
  • Self-service Reporting—Out-of-the-box reports provide businesses with user-friendly tools for custom reporting.

Check Microsoft link for pricing and more information

https://dynamics.microsoft.com/en-ca/field-service/overview/

Need our helps to implement and answer your questions, please contact us at info@kdpsolutions.ca

Leave a comment

Your email address will not be published. Required fields are marked *