Continuing our journey taking a close look at Microsoft Dynamics 365, this Deep Dive into D365 concentrates on Dynamics 365 Field Service, exploring some of its core features and business benefits.
With insight from Tisski’s Dynamics 365 Consultant, Daniel Zeng, we’ll discuss why Field Service is a strong contender for organisations looking to deliver on-site service at customer headquarters and help field-based team members improve their productivity.
Work order management
360-degree customer view
Asset hierarchy and location
With all the functionality listed above and more, it’s not hard to see why Field Service should be your go-to software for all things field service. According to Tisski Dynamics 365 Consultant, Daniel: “D365 Field Service is a complete field service management software, and flexible in supporting organisations with various needs. This allows the users to optimise resources and the desired workflows to improve efficiencies and increase growth and revenue.
“Features such as agreements and incident types can assist with the automation of some data entry work when creating work orders; this leads to better user experience and improved productivity. Additionally, Field Service fits natively with the other D365 applications, so investing in Microsoft tech enables you to manage customers throughout their entire journey.”
“Manually keeping track of resources working the field isn’t an easy thing to do, but with Field Service scheduling functionality provided by Universal Resource Scheduling (URS), schedulers or dispatchers can quickly identify the team member that best suits a job by assessing their skills and experience, as well as taking their location and proximity to the customer base into account. My favourite Field Services feature would have to be Scheduling Board, where you can view resource location on a map, what tasks (or ‘orders’) they’ve been assigned to and how long the work will take in one single place. It’s efficient, convenient and allows for customisation, too.” Daniel Zeng
Senior Dynamics 365 Developer