Microsoft Dynamics for Field Service — a Breakdown

Microsoft Dynamics for Field Service is a powerful business management application designed specifically for field service operations. With this versatile solution at your disposal, you’ll be able to automate workflows, leverage advanced scheduling algorithms, save time, optimize workforce utilization, and better serve your customers. 

Whether you’ve already deployed Microsoft Dynamics or are considering doing so, here’s everything you need to know about Dynamics Field Service.

What Is Microsoft Dynamics for Field Service? 

Microsoft Dynamics 365 Field Service is a business application made to help you deliver onsite service to your customers. The application includes a combination of business intelligence and workforce management tools, including a technician mobile application, scheduling algorithms, and workflow automation. 

It is designed to help you accomplish the following goals:

• Improve first-time fix rate
• Increase technician service call volume capacity
• Organize and track the resolution of customer issues
• Keep customers in the loop
• Streamline scheduling processes
• Reduce travel time, vehicle wear and tear, and mileage

With Field Service, your organization will enjoy added mobility, better agility, and increased performance. 

What You Can Achieve with Microsoft Dynamics 365 for Field Service

Let’s zoom in on some of the core benefits of this application.

Optimize Allocation of Resources

Microsoft Dynamics for Field Service features a robust scheduling algorithm that leverages all of your organizational data to create optimized routes and schedules.

This scheduling solution will ensure that you have adequate coverage to meet customer needs while reducing the burden on your dispatch and fleet management personnel.

Save Time

Dynamics for Field Service includes dynamic scheduling capabilities to reduce travel time and operating costs.

Cutting down on unnecessary travel time decreases fuel waste and reduces the wear and tear on your vehicles as well. What’s more, your technicians will be able to spend more of their day assisting your customers instead of navigating traffic jams.

Support Your Technicians

Dynamics for Field Service empowers your field technicians through mobile applications and real-time insights. They’ll have access to optimized routes and schedules, enjoy a more balanced workload, and be able to serve your customers better.

Deliver Better Customer Service

Taking care of customer assets is the foundational goal of any field service operation. With this solution, you’ll have access to predictive maintenance technologies, which you can use to minimize equipment downtime, decrease the cost of ownership, and elevate the customer experience. 

Why Choose Microsoft Dynamics for Field Service?

Microsoft Dynamics 365 Field Service integrates with existing Microsoft solutions, including Power BI, Office 365, Teams, and Dynamics 365 Business Central, to boost productivity and help you get more out of your technology stack.

With the right suite of solutions, you can maximize customer engagement and retention, tap into powerful automation tools, and achieve unprecedented levels of efficiency.

At Cavallo, we support customers of all industries — from manufacturing to retail to technology services — by enhancing their ERP solutions and helping their organizations thrive. If you’re running Business Central in tandem with Dynamics 365 Field Service, Cavallo for BC is your all-in-one efficiency tool, designed to make your team’s life easier.  

Ready to Achieve More? Cavallo Can Help

Dynamics for Field Service can be a valuable asset to your operation. But if you want to get the most out of your investment with benefits like dramatically improved gross margin, time-saving order entry, and complete visibility over your sales cycle, you need Cavallo.

Want to learn more about how our suite of solutions can fit into your workflows? We invite you to schedule a demo or connect with one of our experts to have a discussion about your business’s unique needs.