User Review
( votes)Dynamics 365 Field Service is a powerful set of solutions that helps your team deliver onsite services efficiently and accurately through workflow automation, scheduling, and mobile tools.
If you rely on old tools or outdated scheduling processes, you are likely falling behind competitors and struggling to gain new customers and keep them coming back to you. With Dynamics 365 Field Service, you can use AI, IoT, and mobile capabilities to strengthen support for your field technicians, leading to better results and improved customer satisfaction.
- Work Order Management: Defines service work needed at customer locations, helping organize tasks, materials, and skills required for service.
- Scheduling & Dispatching: Optimizes the assignment of technicians and equipment based on skills, location, and availability. This includes tools for manual, semi-automated, or fully automated scheduling.
- Mobile Application: Field technicians use a mobile app to access work orders, service history, and customer information. It also supports offline functionality and signature capture.
- Asset & Inventory Management: Tracks customer equipment and inventory levels, facilitating preventive maintenance and inventory updates during repairs.
- Billing & Time Tracking: Automates invoicing and tracks technician time for better resource management.
- Analytics & Reporting: Offers insights into work order performance, scheduling efficiency, and customer interactions.
- Collaboration Tools: Improves communication among technicians, customers, and service managers.
How Stoneridge Software Can Help You Implement and Optimize Dynamics 365 Field Service
When you work with Stoneridge, you gain access to a team of experts who can help you implement software and optimize it so it works fully to suit your organization’s needs. Once implemented, we also provide proactive support to quickly address any issues you might run into or challenges you need help solving.
Check out these resources to learn more about how Stoneridge can help you use this tool:
From the Stoneridge Blog:
- Creating Inspections in Dynamics 365 Field Service and Adding Them to a Work Order: A Step-by-Step Guide
- How to Set Up Knowledge Articles in Dynamics 365 Field Service
- How to Add the Barcode Scanner Component to Dynamics 365 Field Service mobile
- Manage Your Warehouse and Inventory in Dynamics 365 Field Service
- How to Set Work Hours Templates in Dynamics 365 Field Service
- Automate Processes with Customizations in Dynamics 365 Field Service
- How to Process Returns in Dynamics 365 Field Service
On the Stoneridge YouTube Channel:
Streamlining Field Service with Dynamics 365 From Sales Orders
How to Book Work Orders in D365 Field Service
Using Power Apps to Modernize Your Forms in Dynamics 365 Customer Engagement
How to Setup and Use @Mentioning in Dynamics 365
Virtual Event – Oct. 29 – Dynamics 365 Customer Engagement Wave 2 Release: Top 10 New Features
Microsoft has announced some very exciting new features and functionalities as part of the Wave 2 release for Dynamics 365 Customer Engagement. In this webinar, Stoneridge experts will touch on these features including two under the Field Service umbrella:
- Remote assists in Teams calls using FS Mobile
- Summarize work orders in Outlook with Copilot extension
Want to Learn More?
Reach out to Stoneridge Software! Our experts are passionate and ready to assist you in using Dynamics 365 Field Service to streamline processes and optimize efficiency across your organization!
The post How to Guides for Dynamics 365 Field Service appeared first on CRM Software Blog | Dynamics 365.
