Microsoft Dynamics 365 for Field Service Guided Tour

Microsoft Dynamics 365 for Field Service Guided Tour

Learn more about Dynamics 365 for Field Service

Take the Dynamics 365 for field service guided tour below. Cloud-base Dynamics 365 for Field Service enables organisations to have full visibility on all the elements of their field service process. Features include route optimisation, bid management, reports into stock levels, work orders, contracts, SLAs, etc. Take a more in-depth look at these smart field service capabilities, and watch the below videos to find out what they can do for your organisation.

Optimised scheduling

Provide tools to help your team schedule appointments and dispatch the right resources. Field Service includes tools for service representatives and dispatchers—plus an automated tool that schedules appointments for them—so it’s easy to fit more appointments into the day.

optimised scheduling

Service agreements

Make it easy to manage all service agreements, including recurring service calls and contracts, installed products, and warranties—across customers and locations. Field service management tools help improve your service delivery and see ways to increase revenue.

service agreements

Inventory management

Give your team everything it needs to manage your inventory across locations, including warehouses, depots, and trucks. Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.

inventory management

Mobile productivity

Improve your technicians’ productivity by providing native mobile applications with real-time and offline data. No matter which device they use, they have the customer information and guidance they need right thermobile productivitye. And administrators can manage all users and devices centrally.

Connected device

Lower costs by dispatching technicians only when they’re needed. Field service management tools help your team detect, troubleshoot, and resolve issues remotely. And connected devices in the field help them see—and solve—problems before customers even know about them.

Connected device

Customer communications

Put your customers at the center of every interaction. Using the customer portal, plus interoperability with Glympse and Twilio APIs, you can give them a complete view of their cases, a live map and photo of their technician en route, and updates by text message and phone call.

Customer communications

Manage your field service workforce with Dynamics 365

Watch this video to learn what field service capabilities for Microsoft Dynamics 365 can do for your organisation.


Manage your mobile workforce with field service

This video highlights field service features your dispatchers, field technicians, and back office will love.


Assign bookable resources to work orders

In this video we’ll explain the types of bookable resources you might use, and walk through the steps for creating a bookable resource and assigning it to a work order.


Track customer assets better

Let field service reps associate customer assets to work orders, to enable automatic tracking of the assets they use or sell in the field. Give the back office an accurate view of customer service history and returns. With field service, you can reassure your customers their valuable assets are always in good hands.


Schedule recurring service tasks with agreements in field service

In this video we’ll create an agreement and explain things you’ll want to consider as you create, update, and manage your own service agreements.


We’re here to help

Interested in learning how Dynamics 365 can enhance your Field Service management? Codec can help. Contact Field Service Solutions Practice Director Cian McNamara to get started today.

Get in touch


2018 Partner of the Year Ireland
Dynamics 365 Partner of the year 2018
Gold Enterprise Resource Planning
Gold Cloud Customer Relationship Management
Gold Cloud Business Applications