Dynamics Advanced Field Service

For professional service organizations, managing every aspect of the end-to-end cycle of field service management is critical. In an ever-changing world with a growing focus on servitization field service organizations must adapt.

We realize that to maintain a competitive advantage, you must accomplish more with less staff, while customers demand higher service levels. We understand your need to streamline operations when facing increased competition and cost-cutting initiatives. Back end automation is one of the biggest drivers of revenue growth for field service companies. Microsoft Dynamics 365 for Field Service allows organizations of any size to deliver intelligent, world-class field service, managing all aspects of the end-to-end field service management cycle.

Benefits

• Customer Asset and agreement information directly available for employees
• Work Orders executed under warranty and Agreement Coverage
• Improved billing accuracy by automatic warranty and agreement coverage detection
• A solid basis for the implementation of Microsoft Dynamics 365 for Field Service
• Higher potential for Power BI reporting through many additional entities

Features

• Cases • Service Category, Case Incident Type and Service Category Case Incident Lines • Complaint, Cause and Solution Codes • Link Customer Asset and Agreement in Cases • Automatic Agreement SLA detection • SLA KPI’s Work Order Scheduled, in Progress and Completed Customer Assets • Customer Asset Type & Customer Asset Group for categorizing Customer Assets • Setup of generic Customer Warranty Terms • Customer Asset Warranty Terms • Customer Asset Structure Designer, Templates & Template Designer • and much more

• Agreements • Link Customer Assets to Agreement without the requirement to add preventive maintenance • Agreement Type for categorizing Agreements • Coverage update based on Coverage Start Date of Agreement • Agreement Coverage Terms • Easily define SLA’s for Customer Asset covered in an Agreement and integrated with Cases • and much more

• Work Orders • Inherit Customer Asset and Agreement when Work Order is converted from a Case • Automatically apply Warranty and Agreement Coverage to Products and Services • Integration with Customer Locations • Work Order Fixed Price invoicing using an Invoice Schedule • Define different Hourly Rates by resource or resource role • Define Overtime Surcharge for working outside office hours • and much more

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