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Top 5 Features Within Dynamics 365 Field Service

By Chad Weiner | July 24, 2019

Microsoft Dynamics 365 for Field Service is a powerhouse solution for empowering field service technicians and improving service to customers from initial interaction all the way through service operations. The solution is fully customizable and sits on the Microsoft Dynamics 365 platform. Recently, there have been a lot of buzzing questions as to what capabilities Dynamics 365 for Field Service can offer, and of those, which key features current users are really taking advantage of.

Here are the top 5 current features users are loving within Dynamics 365 for Field Service

1. Work Order Management - the ability to have different types of work orders and easily manage all of them in a one-stop shop. The system can automatically associate tasks, services, or products based upon these types. Think of them as templates.

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2. Schedule & Dispatching w/ Schedule Board - the schedule board gives dispatchers the ability to schedule, dispatch and manage all of their resources in a clean and orderly interface. The ability to have as many different schedule boards enabled you to filter down work orders and resources for a specific location and allows each dispatcher to customize the look and feel of their board.

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3. Enabling Technicians with Mobility – the Dynamics 365 Field Service mobile app allows technicians to get all the information needed in the field - offline capabilities included (Phone interface depicted on right). The app also allows for location tracking of your resources (circled in red) along with geo-fencing and up to date analysis for managers and back office.

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4. Customer Engagement – Engage with your customers during the work order life cycle via email or texting (Phone interface depicted on right).

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5. Reporting and PowerBI Dashboards – Quickly spin up analysis and review real-time information on work orders and resourcing capacity. (Image: Embedded PowerBI dashboard within Dynamics 365)

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If you’d like to see a quick demonstration of the Dynamics 365 for Field Service features mentioned above, take a look at the demo video below.

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About Chad Weiner

Chad is a certified and experienced Dynamics 365 CRM professional with a deep understanding of all facets of a Dynamics CRM implementation. With that, he carries in-depth knowledge and passion for helping clients make their business' more competitive, profitable and productive.

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