Dynamics 365 for Field Service Automation (FSA)

Dynamics 365 for Field Service Automation (FSA)

Dynamics 365 for Field Service is an end to end solution which empowers organization to

  1. Manage complex service agreements
  2. Manage service orders
  3. Quickly identify & Dispatch resources
  4. Track assets and inventory

And gain the intelligence needed to provide predictive and preventive service and support. It also seamlessly delivers advanced scheduling, resource optimization and mobile enablement capabilities. The application combines workflow automation, scheduling algorithms, and mobility to set mobile workers up for success when they’re onsite with customers fixing issues.

Key benefits:

  • Optimized Scheduling – Identify and schedule available field service resources by category to create a smarter workload and resource balance. Match skill sets of the technician against the work order requirements.
  • Agreement Management – Recurring service templates to pull in work schedules and pricing to simplify the quoting process.
  • Inventory Management – Manage inventory information for any part of the transaction, including return material authorizations, stock adjustments, and stock transfer.
  • Mobile Productivity – technicians able to see a full 360-degree view of customer and case history. Link work orders to customer and case history, product and parts information, and pricing.
  • Customer Engagement – Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.