Dynamics 365 Field Service

Comprehensive Field Service Transformation for Your Organization

Microsoft Dynamics 365 Field Service enables organizations to deliver efficient onsite service through intelligent scheduling, workflow automation, and a mobile-ready platform. It empowers technicians with real-time access to work orders, customer data, and asset info—improving first-time fix rates, reducing downtime, and enhancing customer satisfaction.

Enhance your operations with expert Dynamics 365 Field Service implementation, upgrade, and support. Optimize workflows, improve efficiency, and deliver exceptional customer experiences with tailored Microsoft solutions.

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KEY FEATURES

AI-Powered Scheduling

Automate technician assignments using AI-based scheduling for optimal resource utilization. 


Advanced Work Order Management 

Create, assign, and monitor work orders across multiple service teams in real time. 

IoT & Remote Monitoring

Detect and resolve issues remotely before customers are aware, reducing onsite visits.

Mobile Productivity 

Technicians access work orders, service history, and customer data through mobile devices. 


Real-Time Technician Tracking 

Monitor field agents live, improve ETA accuracy, and increase customer satisfaction. 


Customer Communication Portal 

Enable customers to view service status, technician location, and provide feedback instantly. 

D365 field Service Modules & Business Processes

Work Order Management

Service tasks, incident types, service account, work order lifecycle 


Mobile Field Access

Mobile app access, work order updates, digital signatures, photo attachments 


Customer Asset Management

Asset tracking, asset hierarchy, location & service history 


Analytics & Reporting

Power BI dashboards, KPI tracking, technician performance reports 


Billing & Invoicing

Work order costing, service billing, integration with Dynamics 365 Finance

SLAs

Entitlements, SLA response/resolution timers, service prioritization 


INTEGRATION

Mobile Access & Technician Enablement

  • Field Service Mobile App
    Offline-ready app for work orders, signatures, photos, and barcode scanning.
  • Location Tracking
    Real-time GPS tracking for efficient routing and timely arrivals.
  • Barcode/QR Scanning
    Quick part lookup and inventory updates via mobile camera.

Compliance & Quality

  • Service Quality Add-ons
    Ensure standards with checklists and compliance docs.
  • Audit Trails
    Monitor technician actions and service history.
  • Agreement Compliance
    Auto-verify SLAs, warranties, and contract terms.

AI & Machine Learning Extensions

  • AI Scheduling Optimizer
    Auto-assigns technicians by skill, location, and job priority.
  • Predictive Maintenance
    Uses Azure ML to forecast asset failures before they happen.
  • Sentiment Analysis
    Analyzes customer feedback to gauge satisfaction and improve service.

Integration & Data Sync

  • D365 Finance & SCM
    Real-time sync of parts, inventory, and invoicing.
  • Customer Insights
    360° customer view to enhance field service delivery.
  • D365 CRM Integration
    Link work orders with sales and support interactions.

IoT & Remote Monitoring

  • Connected Field Service + IoT
    Detects device issues, sends alerts, and auto-creates work orders.
  • Remote Assis
    Provides hands-free expert support via live video and annotations.
  • Asset Telemetry
    Monitors assets in real time to enable proactive maintenance and Dynamics 365 Customer Service.

External Systems & Add-ons

  • Third-Party Logistics (3PL)
    Sync with vendors for real-time job updates.
  • Contractor Portals
    Let partners manage work orders and submit results.
  • Custom APIs
    Connect with ERPs, IoT, or facility systems as needed.

Reporting & Analytics

  • Power BI Dashboards
    Track work orders, technician KPIs, and SLA compliance.
  • Embedded Insights
    Real-time, role-based dashboards within the Field Service app.
  • Export Options
    Easily export reports, logs, and summaries to Excel or PDF.

Customer Experience Enhancements

  • Self-Service Access
    Portals and chatbots for quick support.
  • Real-Time Updates
    Live tracking of service status.
  • Feedback Capture
    Surveys and sentiment analysis for improvement.

OUR KEY OFFERINGS

Enterprise Process
Diagnostic/ Review

20%

Reduction in discovery
timeline

Implementations

30%

Improvement in
operational efficiency

System
Integration

90%

Reduction in data errors through integrations

Migrations
& Upgrades

50%

Faster system operations

Managed
Services

40% - 60%

Faster IT issue resolution

Support &
Maintenance

70%

Faster critical ERP issue resolution

KEY HIGHLIGHTS & VALUE PROPOSITION

Business Domain Expertise

In-depth domain knowledge to address specific industry challenges cutting down up-to ~30% unnecessary customization costs.

Tailored Solutions

Customized workflows with full lifecycle support. Improved Efficiency, CSAT, NPS.

Measurable ROI

Innovation and strategy for tangible value, guaranteeing real ROI over a longer duration, including build-in inflation -adjustments and time to market.

VALUE PROPOSITION

60%

faster adoption of new system organization wide

Customer Education & Enablement

Multi-Channel Training Content | Localized & Multi-Language Training Support | Proactive User Engagement Strategies | Market trends update

20%

Project Time While Delivering Future Proof Solutions.

Comprehensive E2E Services

Strategy | Process Consulting & Re-Engineering Design | Implementation | Continuous Improvement Services | Cross- Functional Team Collaboration

30%

Saves Up To On Recurring Cost

Cost-Effectiveness

Scalable Solutions | Template Repository Technical Library | Test Case Repository | Technical COE | Offshore Delivery Model

30%

Reduced Risk Exposure Up To, With Automated Monitoring Tools.

Risk & Compliance

Automated Risk Assessment | Regulatory-Ready ERP Solution | GDPR & SOX Compliant Framework | Al-Driven Compliance Alerts & Notifications

We Can Help You To Fill This GAP

Current Challenges

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Desired Outcomes

Unified platform for all data

Workflow automation

AI chatbots

Real‐time Insights

Seamless integrations and more!

What Sets Us Apart

  • - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

  • - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  • - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  • - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  • - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  
  •  
  •  
  •  
  •  

  •  - Risk & Compliance Frameworks

    30%

    reduction in risk  exposure with automated monitoring tools.

    100+

    adherence to GDPR, SOC, ISO, and other relevant compliance standards.

  •  - Pre-Built
    Accelerators

    25%

    reduction in implementation timelines with deployment accelerators.

    10+

    implementations successfully delivered faster time-to-value.

  •  - Data
    Expertise

    15–20%

    reduction in project efforts with 100+ reusable templates from past projects.

    Reference for ease of customization, Power Platform automation, Power BI reports

  •  - Repository Frameworks

    99.5%

    data accuracy in client migrations

    4 Weeks

    manual migration effort saved by pre-tested scripts.

  •  - Technical
    COE

    15–20%

    faster delivery via  coding best practices & environment branching

    90%+

    certification rate    among COE tech experts

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