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Tool for the management and distribution of technicians

Microsoft Dynamics 365 Field Service

Increase customer satisfaction with smart scheduling, native mobility support, and remote asset tracking that will help you fix issues on the first appointment.

Component

Master the service call with Microsoft Dynamics 365 Field Service

Providing exceptional customer service is the crux of the matter as the majority of businesses now compete on the basis of customer experience. Microsoft Dynamics 365 gives you the tools to centralize customer information, open up new communication channels, and provide self-service, which will take your customer service to the next level.
Service planning
Simplify the qualification and dispatch of your technicians with Microsoft Dynamics 365 Field Service.
Empowerment in the field
Give technicians a complete view of customers, real-time advice, and cross-team collaboration.
Contract management
Manage the terms, conditions and automatic renewals of contracts and service agreements.

Offer a proactive service

Avoid service calls. Detect and resolve problems remotely, before they become significant, with IoT (Internet of Things) sensors.

Get a 360-degree view of your customer assets. Exceed expectations with the combined functionality of Dynamics 365 Business Central and Field Service, including asset hierarchy and location, as well as service level agreements.

Access customer information. Send personalized surveys after customer service calls using Dynamics 365 Customer Voice.

Guarantee resolution from the first intervention

Streamline your tasks with an optimized mobile experience. Use the Field Service mobile app to track service activity, including offline access to reservations, work orders, and assets, and respond to IoT orders and alerts in the field.

Focus on the sale. Technicians can consult with experts in real time to resolve issues faster and perform remote inspections using Dynamics 365 Remote Assist.

Empower your technicians in the field. Manage work orders and appointments, access customer cards and data, and capture photos, videos and voice notes using the mobile app.

Optimize service and resources. Take advantage of detailed dashboards to help service managers analyze opportunities to increase first-call resolution rates.

Optimize the planning of your technicians with Dynamics 365

Send the appropriate technician. Use AI-based scheduling recommendations and manual, semi-automated, or fully automated scheduling to dispatch the right technician at the right time.

Improve the management and allocation of your resources. Use a drag-and-drop organization board and interactive map to assign the nearest available technician.

Automate planning. Minimize travel times and maximize utilization, while managing delays, cancellations, and urgent calls with built-in organization board optimization.

Effectively manage asset history. Make sure technicians have the most recent asset data, synced between Dynamics 365 Finance and Business Central to improve service accuracy.

With our team of 75 experts, we have one goal: ensure the success of your project.

Our 75 CRM and ERP experts are dedicated to the success of your project. Specialized in sales, customer service, finance, distribution and manufacturing, our implementation experts have over 38 Microsoft certifications to be one of the best Microsoft Gold Partners in Canada.

Vice-President Finance & Admiinistration
Martin Desrosiers
Legio 365 - Advisor
John-Baptiste Billy
Dynamics 365 - Developer
Marcelo Medeiros dos Santos
Dynamics 365 - Developer
Manuel Afonso

Need help to better define or start your ERP/CRM project?

Ask for free advice from our ERP/CRM project experts to support you in the different stages of your project, from financing to development.

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1.877.804.0617

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