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Microsoft Dynamics 365

Field Service Management Solutions

Microsoft Dynamics 365 for Field Service is a complete field service management solution, including service sites, customer assets, preventive maintenance, work order management, resource management, product inventory, planning and assignment, mobility, collaboration, customer billing, and analytics.

Optimized planning

Optimize your field service management. Organize your teams and equipment with flexible scheduling options, tailored to the workflows of customer service representatives and dispatchers - including more precise appointment scheduling to integrate more interventions into the day.

 

Easily plan resources manually, with recommendations or automatically
Identify and organize available resources by category for a better balance between workload and resources
Match technician skills to job requirements
Take into account geography, availability, vehicle inventory, regulatory requirements, customer preferences and service level agreements (SLAs)
Dynamics 365 Route Optimization
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Contract Management

Simplify the management and accuracy of service contracts and products installed at your customers' sites, regardless of location, with field service management software. Better visibility of contract information enables faster, more accurate invoicing, while helping field teams identify new sales opportunities to generate additional revenue.

Use recurring service templates to integrate schedules and rates to simplify the quoting process
Manage recurring service appointments with flexible billing options
Win more contracts by proactively engaging prospects, from first contact to signature

Inventory management

Manage inventory updates and history across multiple sites, including warehouses, depots and vehicles. Real-time updates guarantee consistent accuracy, enabling you to better monitor service stocks, reduce losses and make more reliable forecasts.

Improve first-time resolution rates with precise part allocation
Manage inventory information at every stage of the transaction, including RMAs, stock adjustments and stock transfers
Accurately track service inventory on site or on the move to reduce losses
Plan efficiently for material requirements
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Mobile Productivity

Deliver native mobile applications with real-time, offline data. Whatever device you use, your technicians can access the customer information and instructions they need at the right time.

Enhance your sales CRM systems and processes by integrating complementary applications from Microsoft and its partners.
Improve job consistency and resolution rates right from the start with step-by-step instructions
Give technicians in the field a multi-day, dynamically modifiable calendar of work orders
Link work orders to customer history, product configurations, parts information and price lists

Connected field service

Detect, diagnose and solve problems remotely with devices connected via the Internet of Things (IoT). Spot incidents before your customers even notice them, and try to resolve them remotely, so you can send out technicians only when they're really needed.

Simple configuration and connection of new and existing customer equipment
Reduce the number of repair appointments by limiting technician travel
Identification of under-performing products through aggregated analysis of device data via field service software
Just-in-time preventive maintenance based on actual consumption
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Customer Communications

Deliver an end-to-end, user-centric customer experience. With Dynamics 365, Lambert Consulting helps field service companies keep customers informed, facilitate communication, and ensure positive interactions at every stage of the service chain.

Allow customers to view upcoming service appointments and open or completed cases via a customer portal
Send real-time location of technician, with estimated time of arrival, photo and vehicle information
Keep customers informed every step of the way with automated text messages and calls
Automatically report customer feedback for follow-up when necessary

Add pre-built and customizable applications

Do even more with Dynamics 365 Field Service thanks to AppSource.

Get more out of your Dynamics 365 data. Easily create custom applications that connect to Dynamics 365 to meet your exact business needs - with little or no additional development.
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Ready to schedule a consultation?