Work orders
Every job well defined.
Incident types, tasks, parts and required skills defined upfront for each work order.
- Work orders
- Incident types
Business impact
- Standardized jobs
- Better time estimates
- Consistent quality
Dynamics 365 solutions
Dynamics 365 Field Service
First-time fixes, every time.
Field Service optimizes technician scheduling, puts information in their hands on site and links every job to billing.
Schedule smarter
The right technician, by skill and location.
Fix it the first time
All the information available in the field.
Go preventive
Planned maintenance and connected equipment.
Features and impact
What you can do with Dynamics 365 Field Service
Scheduling and dispatch
The right technician at the right time.
A visual schedule board, a scheduling assistant and route optimization.
- Schedule board
- Resource Scheduling Optimization
Business impact
- Less travel
- More jobs per day
- Appointments kept
Mobile app
Everything they need, even offline.
Technicians check history, follow steps, log time and parts, and capture the customer’s signature.
- Field Service mobile app
- Offline mode
Business impact
- Less paper
- Data captured at the source
- Faster billing
Agreements and preventive maintenance
Prevent breakdowns.
Service agreements that automatically generate preventive jobs and recurring billing.
- Agreements
- Preventive maintenance
Business impact
- Breakdowns avoided
- Recurring revenue
- Loyal customers
Inventory and purchasing
The right parts in the truck.
Stock tracking by warehouse and vehicle, returns and parts orders.
- Inventory
- Purchasing
- Dual-write
Business impact
- Fewer repeat visits
- Inventory under control
- Lower costs
Copilot and IoT
Smarter field work.
Copilot summarizes work orders and assists technicians; Connected Field Service raises alerts from connected equipment.
- Copilot
- Connected Field Service
- Azure IoT
Business impact
- Faster diagnosis
- Proactive service
- Better-guided technicians
What actually changes for your teams
BeforeScheduling on a whiteboard.
AfterAn optimized schedule board.
BeforePaper work orders.
AfterA mobile app, even offline.
BeforeRepairs after the breakdown.
AfterPlanned preventive maintenance.
How Dynalogia supports you
Field analysis
Your service processes reviewed end to end.
Mobile rollout
Technicians equipped and trained.
Integration
Field Service connected to Finance & Operations.
Microsoft technologies involved
- Field Service
- Mobile app
- Copilot
- Dual-write
FAQ: Dynamics 365 Field Service
Does the app work without a network?
Yes. The Field Service mobile app has an offline mode; data syncs when the connection returns.
Does Field Service integrate with finance?
Yes. With Finance & Operations, time, parts and billing can be synced; with another ERP, we design the integration.
Do we need route optimization?
Not always. The schedule board is enough for many teams; optimization pays off with a large number of technicians.
Can we schedule by skill?
Yes. The schedule board takes technician skills, availability and location into account.
Do we need special devices?
No. The app runs on iOS, Android and Windows phones and tablets.
Other Dynamics 365 solutions
Dynamics 365 Business Central
Finance, sales, purchasing, inventory and projects in one cloud solution.
Learn more →
Dynamics 365 Finance
Accounting, consolidation, budgets and financial reporting.
Learn more →
Dynamics 365 Supply Chain Management
Inventory, warehouses, purchasing, production and planning.
Learn more →
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