Dynamics 365 for Field Service
Maximal efficiency with minimal costs for service technicians
Dynamics 365 for Field Service Automation
Business software for complex field service management designed for service companies that deliver onsite service to customer locations.
- Minimise dispatching costs and errors by choosing the right technician with relevant skills and devices
- Maintain current and shared information in one place in real time
- Drive operational efficiency with Artificial intelligence, Mixed Reality and Internet of Things
Key Features &
Benefits
Resource and Order Planning
Generate work orders directly from emails, orders, telephone calls, web portals, and service contracts
Assign orders to technicians based on skills, location, or priority with help of an interactive schedule board
View all orders including products, customer assets, and contracts in one place — all in real time
Customer portal with access to open and completed cases
Track service orders with automated text messages and phone calls
Identify key team roles and resources
Reporting
Overview of service orders, completed cases, and their evaluation
User dashboards available directly in CRM
Ability to measure and evaluate field service work performed by technicians
Open case reports
Advanced reporting in Power BI
Technician Mobile Access
Universal mobile application for all devices and platforms
Online or offline service case processing including photos and service sheet signing on mobile devices
Clear calendar format with information about work orders, customers, and instructions for technicians
Work orders link to service history, service contracts, device installation, spare parts, and price information
Automation and optimisation of routes through a connection with Google maps and traffic reports
Service Contracts
Contract creation and management including automated work order generation and prioritisation
Contracts, pricelist, installed devices, service visits, and guarantees linking
Contract planning (weekly, monthly visits, etc.)
Generate invoices directly in the system after closing a work order
Inventory Management
Automatic inventory updates and history across locations in real time
Track movement of parts online from order to onsite installation
Inventory journals serve as a ledger for all inventory changes and can track inventory types (Available, On Hand, On Order, and Allocated)
Internet of Things – IoT
Combination of IoT diagnostics, planning, and inventory and asset management
Remote detection and problem solving
Timely predictive and preventive maintenance
Identify and solve problems before customers become aware of it
Customer Quotes
“Microsoft Dynamics CRM, implemented by LLP CRM, saved us tens of millions of Czech crowns, radically simplified our work, accelerated our response to customer requirements and improved our data security.”
Petr Budín
Business System Design Manager
O2 Czech Republic
“Skanska Reality a.s. has implemented a sophisticated CRM system with the aim of optimizing agent and customer communication and to streamline its processes. A three-stage tender process led to the selection of LLP Group for the implementation of this project because LLP Group was the only company to demonstrate specific know-how in the field of apartment sales and proven ability to customize the system to meet the firm’s complex business process requirements.”
Ondřej Beneš
Acquisition and Research Specialist
Skanska
“We carefully considered which CRM system and which implementation partner to choose. In the end we chose LLP Group for its strong references in the financial sector. LLP recommended that we should go for Microsoft Dynamics CRM 2013, which provides an intuitive user interface both on computers and mobile devices, and it represented an ideal solution for us.”
Martin Beneš
Head Analyst
sAutoleasing
“It is incredible how Microsoft Dynamics CRM has enabled us to shorten the time necessary for collecting complete and correct information on all Treasury clients. We have all the information in one place and thus, new possibilities for increasing productivity and growth dynamics throughout the bank have been opened. I would like to thank LLP Prague – for their excellent and professional approach to the implementation of the system, and for their management of the whole project – all agreed terms and planned budgets were kept.”
Pavel Truchlý
Treasury Product Manager
Raiffeisenbank
“The result of the entire CRM project exceeded our expectations. We used to have many different external applications for activities which we can now work in one integrated environment. We now have an overview of all our branches around the world. Since the beginning of our cooperation, there has been a surprising number of improvements from LLP CRM as their own initiative. This has led to a number of new features that had not been part of the original project documentation.”
Klára Mikulášová
CRM & Business Systems Coordinator
Dormer Pramet
Read about next module Sales Force Automation
Free consultancy
Start now with Dynamics 365 and pay only for what you need. Our team can unlock its potential and match it to your business processes.