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Microsoft Dynamics 365 Field Service
The Microsoft Dynamics 365 Field Service business program helps companies to serve customers in their locations. This program is a combination of business cycle automation, planning and mobility patterns, which allows mobile employees to fix problems more successfully in customer locations
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Abilities to use Microsoft Dynamics 365 Field Service
Communication system
The Innovative communication system is designed to improve communication between customer service agents, dispatchers, technicians, direct customers, and other stakeholders. With the help of the communication system there is a rapid identification of priority works on repair or operation on locations at customers. You can also quickly track customer equipment history
Planning tools
The planning tools are designed to optimize the management of resources and equipment at the locations of customers. They also serve to indicate meetings on customers locations, optimize service schedules. Efficient routing and matching of resource skills will help to solve problems in the shortest possible time
Mobile application
The Microsoft Dynamics 365 Field Service mobile application helps professionals to quickly familiarize themselves with all changes in schedule, service work or maintenance when they are on customer locations
Preventive maintenance
Repeated reminders for maintenance of the equipment, which are created automatically, do not forget to carry out mandatory preventive maintenance on customer locations
Function of managing stocks, purchases, and returns of goods or services
This feature is convenient for managing balances, orders, as well as for tracking tasks and returning goods
Analytics for Accounting Management
The analytics will show key performance indicators of the management of work orders as well as the planning of interactions or direct interactions with clients
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Advantages of Microsoft Dynamics 365 Field Service
Use in different areas of activity
The program will be useful for manufacturers of equipment for subsequent service during the life of devices, for medical institutions when drawing up a schedule of medical visits for medical care and other services for clients, in public utilities, to monitor breakdowns and quick team dispatch on, other
Invoicing
Invoicing for invoicing based on products and services provided to clients is possible
Time control
With the help of time control, it is possible to accurately track the time of repair work or service maintenance, which will subsequently help to accurately outline the time frame of work for customers. With this feature, it is possible to accurately provide clients with up-to-date information about service status and completion times
Streamlining and tracking customer problem solving
This feature helps to improve the speed of problem solving and to bring the execution to the status of “from the first time”, to report the exact time of arrival of task-performers to clients, to draw up the schedule of visits at convenient time for customers
Interactive calendar board
The interactive board of calendars helps dispatchers to assign executing orders depending on the location of the customer, qualifications, availability, skills, priorities for customers, etc.
Ease of use
An easy-to -use application for iOS, Android and Windows mobile devices helps mobile professionals to familiarize themselves with important information on order, location, step-by-step instructions on the proposed work, service history. The specialist can also send to the organization for the execution of the order images or video content in order to solve working issues. Mobile teams can automatically upload important information to their devices for offline operation in the absence of an Internet connection. All changes will be made when you reconnect to the network. After completion of the work, the technician can designate the task as one that is completed or in need of revision, that will immediately see the dispatcher
We chose Misrosoft Dynamics 365 based on the platform's capabilities to solve our current tasks, but not limited to them. We started with sales automation and plan to expand the system with new modules, respectively, to automate other processes within our company
When choosing a solution, we were extremely interested in such indicators as the modernity and flexibility of the platform, openness to integration, scalability and quick launch of the system. The adaptation of our specialists to work in Dynamics 365 Sales and to the functionality of the system was quite easy, the solution turned out to be quite ergonomic and convenient for end users.
With the implementation of Dynamics 365, interaction with customers has been greatly simplified: we respond to their requests much faster and more efficiently, which helps maintain a high level of service and constantly increase customer satisfaction with our company.
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