Dynamics 365 Field Service with Integrated Maps: The Future of Mobile Workforce Management!

The market for Field Service Management is projected to reach $29.9 billion by 2031. This means a lot of organizations are keen on investing in Field Services. Field Service broadly comprises consultation, technical setups, complaint resolution, product replacement, maintenance, and so on. A field service representative thus, spends 80% of his workday outside the office. All these facts lead us to infer that a robust application is required to manage all these varying facets of Field Service which are important for the success of Field Service Management.

What are some efficient ways for Field Service Management?

Many leading tech brands have invested in Field Service Management and have sturdy applications. However, we vouch for Microsoft Dynamics 365 Field Service. The business application helps organizations deliver scheduled on-field service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up field reps for success when they’re on the field with clients, fixing issues, or installing services.

So, is Microsoft Dynamics 365 Field Service a complete package?

They say perfection is a myth, but it can be attempted when working in collaboration!

Similarly, Microsoft Dynamics 365 Field Service is an excellent package for Field Service Management. However, it can be improved multi-folds with assistance or plugins from many other all-inclusive add-ons available.

80% of the CRM data is associated with a geographical factor. This factor when explored sincerely aids organizations in making location-based strategies. Graphical directions and visualizations could help in redefining business decisions and help pre-empt travel, global expansions, etc. Dynamics users at times feel hindered due to a lack of geo-location-based intelligence while viewing their CRM records. This hampers decision-making and leads to sub-optimal operating efficiencies, lack of real-time visibility into daily operations, etc.

Maplytics, the 5-star rated App of the Microsoft AppSource is a comprehensive geo-mapping app that empowers business decision-makers to harness geo-analytics power by visualizing CRM data on the Map. Maplytics works smoothly with all the modules of Microsoft Dynamics 365, i.e., Sales, Field Service, and Customer Service. Thus, it proves to be a perfect plugin for Microsoft Dynamics 365 Field Service.

Does this sound intriguing? Do you want to explore the endless opportunities of this collab further? Then hop on!

Team Maplytics has devised an interesting series describing how Maplytics compliments the features of Dynamics 365 Field Service. The five-part series covers the following-

Overview of the offerings of Dynamics Field Service and Maplytics

This is an introduction to the series where the major features of Dynamics 365 Field Service are discussed. Every feature has a complementary feature of Maplytics that is aimed at enhancing the ultimate results of the Field Service feature. The overview touches base on all the major offerings of both applications and leaves some good food for thought.

A complete guide for Territory Management

From the second chapter of the series onward, the concentration is on one specific feature at a time. In this chapter, we have a look at the ways Field Service allows Territory creation. Maplytics enhances the feature by adding more ways of territory creation. It also attempts at releasing the pressure of record assignment with auto-assignment of records, highlights the importance of auto territory creation, and so on. Overall, the chapter covers all the major aspects of Territory Management.

Tips for Resource Scheduling and Management

Organizations invested in Field Service Management schedule technicians to complete the incoming work orders. Efficiently scheduling resources to requirements helps in reducing travel time and costs. It also helps in being better organized and planned. Dynamics 365 Field Service has excellent tips and ways for planning and organizing the same. There is Work Order creation, booking of Resources, Scheduling Persona based applications, etc. Maplytics adds to this excellent spread with its Auto Scheduling Calendar, Trip Summary, Visual Map, Auto Scheduling Card, Activities creation, and so on!

Route Optimization and Plotting

Dynamics 365 Field Service has the option to plot optimized travel routes simultaneously with the scheduling of a meeting. The routes are smart but Maplytics offers ways to make them smarter. It adds on the option of avoiding tolls, bridges, etc., offers proximity search, POI Location Search, Along Route Search, and so on making Field travel comfortable, optimal, and lucrative.

A Powerful Tool for Scheduling, Tracking, and Managing Field Service!

Maplytics aims at glorifying the features of Dynamics 365 Field Service with its condiments but certain offerings of Maplytics are beyond the features of Field Service. These are specific to Maplytics but help in ultimately enriching the process of Field Service Management.

What’s More?

The five-part series enlightens how Maplytics is the perfect sidekick, a cool add-on, and an essential partner to Microsoft Dynamics 365 Field Service. These upgrades are bound to be extremely fruitful in improving the quality and management of Field Services. Dynamics Field Service is growing every day and so is Maplytics. While the series concluded with 5 chapters, we shall meet soon with new updates and new additions to Maplytics for Field Service excellence!

To get more acquainted with Maplytics and experience it first-hand, one can write to crm@inogic.com. To explore the product in depth, with a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse get in touch with the Team.

For applied knowledge, do visit the Website or Microsoft AppSource. For a quick query resolution, one can hop on to detailed Blogs, Client Testimonials, Success Stories, Industry Applications, and Video Library.

Until then,

Happy Field Servicing!

The post Dynamics 365 Field Service with Integrated Maps: The Future of Mobile Workforce Management! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.