Analyze Work Orders and organize efficient Schedule Boards
Facilitate uninterrupted field services and customer relationship management with analyzed collected data insights
Dynamics 365 CRM Field Service
An acquaintance with Field Services
To be successful in this fast-paced world where service is one of the major differentiators, organizations need to optimize and get the most value out of their resources.
Work Orders are created for the Tasks to be done at the location by the allocated resources.
These are three types-
Case- The case mainly includes the issues raised by the clients for a failed product functionality, a product needing attention, service not provided efficiently, and so on.
Opportunity- Opportunities are the initial installations that are mandatory bookings needed to be done by the resources by visiting the client venues.
Agreement- Agreements are the official service agreements signed with the client that ensures regular maintenance visits, monthly clean-ups, backups, etc.
The working at a glance
Microsoft Dynamics 365 for Field Service is the next generation of cloud-based enterprise-ready intelligent business applications for field service management to help the user to streamline the field service process and deliver an exceptional onsite experience.
Microsoft Dynamics 365 Field Service Module looks after the schedules of the technicians, the tickets raised by the clients for services required, schedule boards, and overall resource management.