Microsoft Dynamics 365 Field Service
Efficient service processes in the field
My Challenges
In service, unforeseen challenges arise every day, then speed is required. If, for example, a case arises that cannot be processed by customer service staff, it must be handed over to the field service without losing much time. If the coordination between the individual departments does not work, the field service orders cannot be planned efficiently.
During a field service assignment, your employees need all relevant information: extensive customer data and all previous services. As long as you use different applications in the company, you will hardly be able to meet these requirements. It is simply too difficult to plan and implement intelligent service processes.
How I will be supported
Imagine if your sales force had a dedicated field service management solution to help you plan your workforce. All customer data is bundled and your employees have a clear 360° view of the customers as well as all the details that are indispensable for efficient processing of service cases. Even if there is a change of employee: No information is lost and your customers always enjoy consistently good support.
Your customer service and field service are connected across departments and locations, just a real team. Field service assignments are now much easier to plan: On-site service assignments can be planned in an optimal sequence and staffed with the best qualified employees. In addition, the current order status can be tracked seamlessly at any time.
Through the mobile field service app, your employees have access to all order information, customer data and solution instructions. What exactly was said and done on site is digitally documented in the app, including the electronic signature of the customer. In addition, artificial intelligence helps to identify customer problems at an early stage.
My benefit
Microsoft Dynamics 365 Field Service ensures intelligent and efficient service processes in the company and directly evaluates service performance through integrated analysis tools. The application enables a digital, seamless exchange of information between customer service and field service.
With the 360° view, field staff quickly receive the necessary customer information, which is available across departments through integration with Microsoft Dynamics 365 CRM.
The optimal planning of field assignments – both for efficient route planning and for the most suitable employee qualification per service case – reduces costs and increases service quality. The tracking of an order status and the integrated analysis tools also increase planning reliability.
The mobile field service app makes it possible to work efficiently and with high quality in the event of service cases at the point of use. Your customers are happy about reliable service and customer loyalty is strengthened in the long term.
Gain various product insights
Mobile Booking Scheduler
Efficient service processes
- Seamless collaboration between service departments
- Fast service recording and billing
- Increase in productive working hours
Cost reduction and higher customer satisfaction
Field Service Management
- Overall overview of customers, service cases and field staff
- Use route planning and employees appropriately
- Prioritization of the next assignment
Greater planning reliability and service quality
Holistic process optimization
- Optimization of cross-company processes
- Integration into the ERP system
- More tandardization and less burden on employees
Increasing competitiveness
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