Field Service

♦ Assign jobs directly to resources or independent contractors, give them directions on mobile app directly.  

♦ Get a 360-degree view of customer booking history.

♦ Provide predictable service that increases customer satisfaction while communicating proactively with customers through automated voice and text appointment reminders.

♦ Gain customer insights by automatically sending personalized surveys after field service calls using Microsoft Power Automate, and improve proactive service with AI-based suggestions for IoT alert actions and for incident type selection on work orders.

♦ Dispatch the right technician at the right time with the right experience using AI-enabled scheduling recommendations and manual, semi-automated, or fully automated scheduling.

♦ Optimize technician resources with automatic scheduling that minimizes travel time and maximizes utilization while responding to delays, cancellations, and urgent work. Effectively manage asset history to keep technicians up to date, or connect to Dynamics 365 Finance and Dynamics 365 Supply Chain Management to synchronize data down to the truck level.

♦ Give technicians access to in-context help using Dynamics 365 Guides and other mixed-reality tools that provide immersive, step-by-step procedures they can use while conducting maintenance.

♦ Provide additional expertise to newer technicians through Dynamics 365 Remote Assist video calls, allowing more experienced technicians to consult in real time and continue to track all service activity, even when offline, including accessing work orders, customer data, and asset information.

♦ Empower technicians in the field to manage work orders and appointment schedules, access turn-by-turn directions and customer data, and capture photos, videos, and voice notes with the mobile app.