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DYNAMICS 365 Field Service

 

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Keep Track, Keep Customers Happy & Stay on Schedule

Implementing Microsoft Dynamics 365 Field Service can significantly improve your field operations, customer satisfaction, and operational efficiency. At TrellisPoint, we specialize in delivering tailored implementation services to ensure you get the most out of this robust field service management solution.
 

D365 Field Service Key Features

Dynamics 365 Field Service for Managers

Scheduling & Resource Allocation

Scheduling & Resource Allocation

Use AI-driven tools to schedule and allocate resources efficiently, ensuring the right technician is assigned to the right job at the right time. This reduces travel time, increases productivity, and improves customer satisfaction.

Real-Time Monitoring & Updates

Real-Time Monitoring & Updates

Provides real-time visibility into the status of field operations, allowing managers to track technician locations, job progress, and service outcomes. This ensures timely decision-making and quick response to any issues.

Better Customer Communication

Better Customer Communication

Copilot provides insights and recommendations that managers can use to coach their sales teams, improving overall performance and effectiveness.

Workflow & Process Automation

Workflow & Process Automation

Automates routine tasks such as work order creation, invoicing, and data entry. This allows managers to focus more on strategic planning.

Compliance & Risk Management

Compliance & Risk Management

Copilot assists in developing and implementing sales strategies by providing actionable insights and facilitating engagement with prospects and customers.

Dynamics 365 Field Service for Teams in the Field

Efficient Job Management

Efficent Job Management

Teams receive clear and detailed job assignments with all necessary information, such as customer details, location, and service history. This reduces confusion and ensures teams are well-prepared for each job.

Real Time Access To Information (1)

Real Time Access To Information

Mobile access allows teams to view and update job details, customer information, and service orders in real-time, even when offline. This ensures they have the latest information and can provide accurate service.

Guided Troubleshooting & Diagnostics

Guided Troubleshooting & Diagnostics

Teams have access to troubleshooting guides, diagnostics tools, and a knowledge base directly from their mobile devices. This helps them quickly identify and resolve issues, improving first-time fix rates.

Access to Inventory & Parts

Access to Inventory & Parts

Teams can check inventory levels, request parts, and track shipments directly from their mobile devices. This ensures they have the necessary parts to complete their tasks, reducing delays and repeat visits.

Customer Interaction & Feedback

Customer Interaction & Feedback

Enables teams to collect customer feedback and signatures directly on their mobile devices, providing immediate insights into customer satisfaction. This helps teams understand customer needs and improve service delivery.

 

Enhance collaboration between customer service agents, dispatchers, field technicians, and customers.

Improve your first-time fix rate, complete more service calls per technician per week, manage follow-up work, and take advantage of upsell and cross-sell opportunities.

 

Automate Communication

Keep your customers informed with automated service reminders and notifications via email and text messaging.

Automate Communication

Quickly Resolve Issues Remotely

Initiate Dynamics 365 Guides step-by-step instructions, or solve problems in real time with Dynamics 365 Remote Assist.

Quickly Resolve Issues Remotely

Provide Post-Engagement Surveys

Gain customer insights by sending automated, personalized surveys after completing field service calls.

Provide Post-Engagement Surveys

Improve Productivity with Copilot

Interact with Copilot to find pertinent information about work orders using natural language.

Improve Productivity with Copilot

The Economic Impact of D365 Field Service

311% Return on Investment

$426M Benefits Present Value

Less Than 6 Month Payback Period

Popular Integrations with D365 Field Service

office 365

Microsoft 365 and Office Applications


Dynamics 365 Field Service integrates seamlessly with Microsoft 365 applications like Word, Excel, and Outlook. This integration allows field technicians and managers to manage documents, communicate via email, and handle scheduling and data analysis efficiently, streamlining document management and enhancing data import/export capabilities.

sales navigator

LinkedIn Sales Navigator


Integrating LinkedIn Sales Navigator with Dynamics 365 Field Service provides insights into customer networks and potential service leads. This integration helps service teams understand customer profiles, establish better relationships, and identify new service opportunities directly within Dynamics 365.

Azure

Azure and Power Platform


The integration with Azure and the Power Platform enables advanced analytics, AI capabilities, and custom workflows. This allows businesses to automate service processes, perform predictive maintenance, and create custom solutions using low-code/no-code tools, thereby enhancing overall service efficiency and decision-making.

Business Central

Business Central and Field Service


The integration between Dynamics 365 Field Service and Business Central provides a holistic view of operations, ensuring real-time data synchronization, efficient resource scheduling, and accurate billing. This comprehensive integration enhances operational efficiency, ensures accurate financial tracking, and provides a unified view of service and financial data.

copilot d 365 integrations

Dynamics 365 Field Service Articles

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Optimize Onsite Work with Microsoft Field Service

Field service management (FSM) is essential to businesses that provide services or conduct repairs directly at customer locations. It involves many moving parts: scheduling, dispatching, tracking, and managing where the...
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A Quick Overview of Microsoft Dynamics

There’s nothing more fulfilling than seeing your business grow. To accomplish this, it’s important to maintain your current client base while at the same time expanding it. Not having the right tools to do this is...
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D365 for Field Service: Offer Your Customers a Harmonious Experience

Harmonious Service Experiences with Dynamics 365 for Field Service Microsoft Dynamics 365 for Field Service is transforming the way in which organizations manage their representatives in the field and, more importantly,...
 

Dynamics 365 Sales FAQ

TrellisPoint Can Help!

Ready to improve your field service operations with Dynamics 365 Field Service? Contact TrellisPoint today to schedule a consultation and learn more about how we can help your business achieve its field service goals.

TrellisPoint Can Help! Just Let Us Know How!