Field Service in Microsoft Dynamics 365

Field Service in Microsoft Dynamics 365

  • By Daniel Goldstein

With the new Microsoft licensing packages for Dynamics 365, Field Service is a no brainer. The Project Service Automation Customer Engagement Plan includes Field Service as well as Sales, Customer Service, and Project Service Automation for $115 per user per month. For a company that needs field service, the Customer Engagement Plan gives you a full CRM system with functional field service solution for a very low price. The customer engagement plan creates an end to end customer engagement solution that increases productivity and customer satisfaction.

Microsoft Dynamics for Field Service makes service calls much more efficient and effective.

 

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Some of the key functionality of Dynamics for Field Service includes:

  • The service representative has access to all of the customer’s information including their service agreements during the call.
  • The service rep can also schedule and dispatch a technician based on expertise, schedule, and inventory in that technician’s vehicle.
  • The technician can manage the rest of the process from their mobile device including taking pictures and videos, taking notes, and processing payment.
  • With Dynamics 365, that receipt can be synced back to the CRM and ERP system.

 

CONTACT QUEUE

Please contact Queue Associates (a Microsoft Dynamics Gold Partner) for more information about our Microsoft Dynamics 365 solutions. You can reach us by completing the form on our CONTACT page, or call the Queue office phone number for your local region (U.S. and Global locations).