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Microsoft Dynamics 365 Field Service

Give Your Field Sales Team AI Superpowers with Copilot

Modernize your service with Microsoft Dynamics 365!

Dynamics 365 Field Service provides complete inspection about your field service by Smart planning, real-time monitoring, and mobile support. Problems such as incorrect work orders, poor communication, or inefficiency on-site are eliminated. Technicians know exactly what to do, and customers receive assistance more quickly.

Smart Planning

Automate scheduling with AI for efficient resource allocation and real-time visibility.

First-Time Fix

Instant access to customer data and work orders—even offline—for higher customer satisfaction.

AI Integration

Seamless integration with Outlook, Teams, and IoT for more efficient processes.

The Six Obstacles to an Efficient Service Organization 

We work with numerous service organizations, and ultimately, it always comes down to the same challenges and growing pains. If you overcome these 6 obstacles, your service department will thrive!

Proud of Our Dynamics 365 Field Service Customers

[E-book] Global State of Service Sophistication

Discover how organizations worldwide are modernizing their customer service with AI, self-service, and omnichannel strategies. Learn how to assess the maturity of your service organization, empower agents with knowledge and automation, and increase customer loyalty through more efficient, personalized service. Get inspired by insights from the Microsoft Service Sophistication Model and take the first step toward next-level customer service.

AI is everywhere. But how do you actually get started with it as an organization?

Dynamics 365 Customer Service: Features and Capabilities

 From customer case studies to AI Copilot: these powerful service features will make your team smarter and more customer-focused!

✅ Work orders

Consolidate all the information about a service order into one convenient screen. Link it to Outlook and Microsoft Teams for added power.

✅ Inspections

Provide technicians with easy-to-follow step-by-step guides. These inspection forms automate checks and help with compliance and reporting. 

✅ Resource Management

Manage who is available, along with their skills, travel times, working hours, compensation, and leave requests. The right person for the job. Every time! 

✅ Planning Tools

Automate scheduling based on distance, availability, skills, and priority. Reduce travel time and increase efficiency! 

✅ Customer accounts

Manage customer data, service appointments, and contracts centrally. Each work order is linked to a customer profile that includes history and appointments. 

✅ Customer assets

Register devices and equipment at the customer's site. Track maintenance history, view 3D models, and manage assets on-site.

✅ Scheduling

With the visual schedule board and quick scheduling assistant, you can assign work orders efficiently. This makes even complex scheduling easy to manage. 

✅ Mobile app

A mobile app for technicians displays work orders, customer information, and instructions, and allows users to work with or without an internet connection. Fully customizable to meet business needs. 

✅ Operations

Manage contractual agreements, service entitlements, warranty information, and inventory, including purchasing and returns processes. 

✅ Prevention

Automate recurring maintenance on assets. Prevent downtime and improve customer satisfaction through timely service. 

✅ Logistics

Technicians can view parts in the warehouse or in a vehicle. They can also process purchase orders and returns in real time. 

✅ Knowledge Base

Centralize technical articles, FAQs, and instructions. Search, translate, and analyze how your knowledge base is used, and receive feedback on content. 

✅ Reports

Gain insight into work orders, performance, resource utilization, and optimization through standard reports and dashboards.

✅ Field Service Portal

Let customers schedule appointments on their own, track technicians on a map, and receive notifications. Offer a modern self-service experience.

✅ IoT service

Connect IoT devices for proactive monitoring. Automatically detect issues and generate work orders without human intervention. 

✅ Integrations

 Integrates with Microsoft Teams, Dynamics 365 apps, and third-party solutions for seamless workflows.

AI superpowers come standard in Dynamics 365 Field Service!

From smart planning to efficient work assignments and seamless collaboration: discover how Artificial Intelligence makes your service teams faster, smarter, and stronger!

[E-book] AI-Driven Service Excellence: From Contact Center to Field Service

Discover how AI and automation can help you streamline your service processes, enable your team to work smarter, and boost customer satisfaction. Get inspired by real-world examples from companies such as Microsoft, G&J Pepsi, and Dyno-Rod, and take the leap toward efficient, future-oriented service.

Discover the power of Dynamics 365 for exceptional customer service

Unlock the full potential of your customer service with the integrated Dynamics 365 suite. Every component of this suite—from Customer Service and Contact Center to Field Service—is designed to seamless, efficient and personal customer interactions to promote. Discover how these powerful tools work together to take your service to the next level.

Dynamics 365 Customer Service

Provide consistent and personalized support across every channel, powered by AI and automation. Increase customer satisfaction and efficiency with One platform for all your service activities.

Dynamics 365 Contact Center

A modern, AI-driven contact center solution that analyzes conversations and provides real-time insights. Enhance every interaction with more context, speed, and intelligence.

Dynamics 365 Copilot for Service

Management and Improve customer service processes with AI-powered responses, automation, and knowledge bases. Deliver consistent service and increase customer satisfaction across all channels.

Deliver proactive, efficient service with Dynamics 365 Field Service

In today's competitive market, it remains 83% from customers loyal after receiving excellent service, while 96% of customers leave after a bad experience. Microsoft Dynamics 365 Field Service helps you deliver exceptional customer experiences by dispatching the right technician with the right tools at the right time. With AI, automation, and proactive scheduling, you can resolve issues before they escalate, increase customer satisfaction, and reduce costs.

By combining proactive service with AI-driven efficiency, you can respond more quickly to customer needs and reduce your costs. Dynamics 365 Field Service helps you optimize your service team’s deployment, enabling you to resolve more customer issues with fewer resources. This leads to higher customer satisfaction, fewer escalations, and lower operational costs.

Intelligent Resource Planning

With Dynamics 365 Field Service Send the right technician with the right skills to the location, exactly when needed. Use the interactive map to schedule the nearest and most available employees, minimize travel time, and ensure more efficient service.

Proactive Field Service with Copilot (AI)

Predictable and Proactive Service

Take advantage of IoT sensors and AI to detect problems before the customer experiences them. Thanks to Connected Field Service You can prevent technicians from being sent out unnecessarily and ensure they only take action when it's truly necessary. This increases customer satisfaction and reduces unnecessary service costs.

AI-Driven Efficiency with Copilot

With Copilot in Dynamics 365 Field Service, AI supports your service teams by providing automatic suggestions for solutions, automating workflows, and equipping technicians with real-time information. This enables your team to make decisions faster, resolve customer issues, and increase productivity. Copilot helps your team work smarter and improve customer satisfaction.

360-degree view of the customer

With Dynamics 365 Field Service, you get access to a complete overview of each customer, including their service history, preferences, and future needs. This 360-degree view of the customer enables your team to provide personalized and proactive support, making customers feel understood and increasing their trust in your service.

Want to take your service to the next level? Get inspired by these 3 videos

From Copilot to Field Service: See how to future-proof your customer service in just a few minutes!

Our team is here to help you!

As a Microsoft Certified Partner with a team of service experts, we’d be happy to help you determine how to provide the best possible experience for your service staff and customers.

Kristof D’Hoossche
Dynamics 365 Specialist
+32 (0)9 361 82 33