Microsoft Dynamics 365
CRM for Field Service in Microsoft Dynamics 365 Field Service connects work orders, scheduling, mobile execution, asset data, and customer communication—so every appointment runs on the same playbook, not guesswork.
Make your field service interventions simpler and more efficient with Dynamics 365 Field Service. Some of the features that you’ll have access to:
Dynamics 365 Field Service includes scheduling and dispatch tools to visualize appointments and schedule resources using characteristics (skills), availability, and routing efficiency. For high-volume planning, Resource Scheduling Optimization (RSO) can automatically schedule multiple jobs at once while minimizing travel time.
These are the capabilities teams rely on in Dynamics 365 Field Service to standardize work orders, improve scheduling, and help technicians complete jobs efficiently.
Define the service work required and track execution from creation to completion.
Automatically schedule multiple jobs at once to maximize utilization and minimize travel time.
Guide technicians through service work and schedule changes with real-time access to key data.
Visual scheduling with skill/characteristic matching and routing efficiency.
Standardize recurring jobs by bundling tasks, products, services, and required skills.
Support planned maintenance planning as part of the field service operating model.
Provide a complete customer view to support informed, consistent service.
Coordinate internal and external technicians with contractor-focused capabilities.
Options like Dynamics 365 Remote Assist and Dynamics 365 Guides can support technicians with step-by-step guidance and remote experts.
Discover how Microsoft Dynamics 365 Field Service can supercharge the synergy among your sales, service, project, and operations teams. Work smarter, not harder!
Comprehensive field service management, featuring step-by-step instructions and support from remote experts.
$142.50 per user / per month
Effortlessly coordinate and oversee external frontline technicians.
$67.80 per user / per month
With so many projects under our belts, our team of 110+ specialists is ready to support you in your digital transformation.
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Since 1997, we’ve been helping businesses tackle their technological challenges. With over 27 years of experience, we’ve seen it all (or almost!) and we know exactly how to help you reach your goals. When it comes to Microsoft solutions, you’re in the best hands.
Ready to make field service a competitive advantage?
Book a call with Gestisoft to map your current dispatch, technician workflow, and asset/service process to Dynamics 365 Field Service. You’ll leave with a recommended rollout plan (quick wins first), a realistic timeline, and a clear view of expected operational impact.
CRM for Field Service is a system that manages end-to-end on-site service operations—work orders, scheduling/dispatch, technician mobility, customer and asset history, and service performance—so your field team delivers consistent service at scale.
Dynamics 365 Field Service uses work orders to coordinate the work that needs to be done and connects that work to scheduling tools and field execution. Work orders can be created from multiple sources (like cases or agreements), then scheduled manually, with the schedule assistant, or with Resource Scheduling Optimization (RSO).
