Manage your field service operations with field service capabilities for Microsoft Dynamics CRM
Field service capabilities extend Microsoft Dynamics CRM Online to provide a complete field service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics. CRM field service helps you:
- Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
- Increase first time fix rates and on-time delivery performance.
- Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.
The capabilities in this solution require Microsoft Dynamics CRM Online 2016 Update 1.
Work order management
Quickly generate work orders, encompassing all of the information you need to dispatch field agents to service locations.
Schedule board and dispatch
A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.
Configure resource information to allow field service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.
Service locations and customer assets
Store and manage information about your customers’ service locations and serviceable customer assets.
Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.
Extend the CRM product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.
Completed work orders can be turned into customer invoices for customer billing.
The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.