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Dynamics Advanced Field Service

HSO Innovation

Advanced Field Service allows organizations to deliver intelligent, world class field service.

In today's professional service organizations, managing every aspect of the end-to-end cycle of field service management is critical. The momentum for enhanced field service productivity has never been greater!

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.

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. Dynamics Advanced Field Service offers significant additional functionality on top of Dynamics 365 for Field Service.


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


  • Cases
    • - Service Category, Case Incident Type and Service Category Case Incident Lines
    • - Link Customer Asset and Agreement in Cases
    • - Show Work Orders created for a Case
  • Customer Assets
    • - Customer Asset Type & Customer Asset Group for categorizing Customer Assets
    • - Hierarchy display of Customer Assets
    • - Setup of generic Customer Warranty Terms (also with a discount %)
    • - Warranty update based on the start date of Customer Asset
    • - Customer Asset Warranty Terms, Structure Designer, Templates & Template Designer, Properties, Types & Option Sets,
    • - Address Integration with Customer Locations
  • Agreements
    • - Agreement Type for categorizing Agreements
    • - Setup of generic Coverage Terms (also with a discount %)
    • - Coverage update based on Coverage start date of Agreement
    • - Agreement Coverage Terms
    • - Load Customer Asset Structure in Agreement
  • 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
    • - Improved billing accuracy
    • - Manual Work Order Address

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