Field Service Automation in Dynamics 365

Dynamics 365 for Field Service connects your sales, marketing, customer service, and field services teams—right when it’s needed most. Today, field services business teams strive to meet their customers’ ever-increasing demands. This flexible, unified app can be tailored to meet your business needs, so you can work smarter out in the field and in the office. Your field service team will have everything they need to deliver an exceptional customer experience at every step in the service chain. Aside from flexible scheduling options that accommodate your customers, dispatchers, and technicians, you’ll gain visibility into your customer details and contracts—making it easy to identify sales opportunities and better meet customer and revenue needs.

With Field Service Automation for Dynamics 365, your team will be able to take advantage of the following features: 

Optimized and Interactive Scheduling

  • View data in real-time on an a visually appealing, interactive interface
  • Automatically schedule resources, from technicians to equipment
  • Manage field service resources by category
  • Match technician skill set to work requirements
  • Take into account geography, truck inventory, service level agreement, and more

Contract Management

  • Simplify the quoting process with recurring service templates that incorporate work schedules and pricing
  • Manage recurring service appointments with flexible billing options
  • Proactively engage leads from contact to contract—and win more business

Inventory Management

  • Improve first-time fix rates with accurate parts allocation
  • Manage inventory information from any part of the transaction, including stock adjustments and return material authorizations
  • Track service stock at fixed or mobile locations and reduce write-offs
  • Forecast materials’ requirements

Mobile Productivity

  • Give your mobile workers a 360-degree view of customer and case history
  • Offer technicians guidance and improve first-time fix rates
  • Provide technicians with a multiday calendar of work order details that can be changed and managed dynamically
  • Link work orders to customer and case history, pricing, and more

Connected Field Service

  • Simple configure and connect new and existing customer assets
  • Dispatch fewer technicians to decrease number of repair appointments
  • Use field services software to look at aggregate device data and identify underperforming products
  • Understand actual consumption by performing just-in-time preventive maintenance

Customer Communications

  • Enable customers to see upcoming service appointments and real-time technician location
  • Give customers access to a customer portal
  • Communicate with customers via automated text messages and phone calls at each step of the process
  • Automatically escalate customer feedback, when necessary, for follow-up

How We Can Help

As an award winning Dynamics 365 Partner, we leverage our 10+ years of CRM implementation experience to ensure that you effectively leverage your CRM investment and avoid the common mistakes that are typically made during these types of projects.

Sign up for a free 30 day trial of Dynamics 365 Online – and contact our CRM team at  to discuss your project in some more detail. 

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“MIBAR played an instrumental role in helping us navigate the CRM waters. Whether they were migrating our data from an old legacy system or creating a Dynamics 365 operating environment aligned with our expectations, the MIBAR team was attentive and available, understanding what we needed and how to get us there. Recently they modified our system to meet our new expectations of how Dynamics 365 should perform. You could not ask for better partners and Derek at MIBAR has been leading the charge for us making sure that we are comfortable with our CRM setup and he takes the time to answer questions that we have and tackles head-on issues that we face. You could not have a better partner for your Dynamics 365 setup than MIBAR.”
Eric Toro

Marketing Specialist, Dexmet Corporation

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