Dynamics 365 Field Service
Part of the Dynamics 365 ecosystem for field worker management
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The application combines business process automation, planning algorithms and mobile technologies for the successful organization of work for employees when they visit customers to solve problems
Convenient schedule
This block accumulates all work orders and is distributed depending on the qualifications of personnel, travel time, availability of resources and other indicators.
The schedule will be updated if one of the specialists took a day off or vacation, or the client canceled the order. The preferences of clients are also taken into account – with whom they like to work more, or vice versa, with whom it did not work out.
The request selects the best resource for a specific task. Allows to optimize the route by choosing the technician closest to the task. Appoints the most qualified specialist for the task.

Mobile application for field technician
The employee has complete information about the order, including spare parts and consumables that are written off from the warehouse, and the dispatcher sees the full picture.
Also in the application, the client accepts the work by leaving his signature.

IoT
prompt response to incidents
When certain thresholds are exceeded, sensors automatically create work orders that are inserted into the schedule.
The incident is already clear and the technician already knows what happened.

Remote Assist
A technician calls an expert, in case of difficulty, with the help of augmented reality, he tells him how to operate.
The session can be recorded and used later, for example, for training and documentation. The expert can send the documentation in pdf so that the technician can view it. Downloadable on Microsoft Stream for training other technicians.
This reduces technician’s visits to a client to one.

HoloLens
The new version of Remote Assist leaves the technician’s hands free and increases the field of vision for the remote expert, which speeds up work.
It can also be used to train technicians.

Integration with other D365 systems
Still have questions?
Contact us to speak with the development manager of MS Dynamics