Analyze Work Orders and organize efficient Schedule Boards
Facilitate uninterrupted field services and customer relationship management with analyzed collected data insights
Dynamics 365 CRM Field Service
An acquaintance with Field Services
To be successful in this fast-paced world where service is one of the major differentiators, organizations need to optimize and get the most value out of their resources.
Work Orders
Work Orders are created for the tasks to be done at the location using the allocated resources.
Work Orders originate from the 3 listed below-
- Case- The case mainly includes the issues raised by the clients for a failed product functionality, a product needing attention, service not provided efficiently, and so on.
- Opportunity- Opportunities are the initial installations that are mandatory bookings that need to be made by the resources by visiting the client venues.
- Agreement- Agreements are the official service agreements signed with the client that ensure regular maintenance visits, monthly clean-ups, backups, etc.
The working of D365 Field Service
Microsoft Dynamics 365 for Field Service is the next generation of cloud-based enterprise-ready intelligent business applications for field service management to help the user streamline the field service process and deliver an exceptional onsite experience. The Field Service Module manages the schedules of the technicians, the tickets raised by the clients for services required, schedule boards, and overall resource management.
Universal Resource Scheduling in D365 Field Service
Universal Resource Scheduling is a Dynamics 365 solution that allows organizations to assign resources to jobs and tasks and helps meet the best resources to tasks based on their availability, skills, work time, business units, locations, and more. It is integrated with Dynamics 365 Field Service and the work orders work in tandem with resources, requirements, and bookings.
While Field Service registers what task needs to be covered and where Universal Resource Scheduling validates who could do it and when
Resource Scheduling Optimization is also an add-on for Dynamics 365 Field Service that requires a separate license. The requirements can be scheduled and resource utilization can be optimized based on custom logic, automatically.
Inspections in D365 Field Service
Field Service inspections are drag-and-drop digital forms that technicians use to answer a set of questions as part of a work order. The questions can revolve around safety protocols, tests for a customer asset, customer interviews, or others related to audits and assessments.
Inspections in Field Service ensure-
- Inspections can be filled out on mobile/ tablets without internet access and training
- They can allow users to view the history of any equipment
- With evolving businesses and processes, the inspections can be continuously updated and re-published
- Field Service inspections are built into the work order and asset servicing capabilities for better integration
Dynamics 365 Field Service Mobile App
The Field Service Mobile App built on Microsoft Power Platform as a model-driven app is available for Windows 10+, Apple iOS, and Google Android devices at no additional costs. It is convenient for the app-using technicians to view and update work orders, customer assets, accounts, and more on the go.
The app supports the following features-
- camera capture,
- offline data accessibility,
- customized calendar view,
- speech-to-text notation,
- generation of customer service reports with signatures, and a lot more.
Offline Capabilities
Once the offline profile is set up and data is initially downloaded to the mobile device, the app operates with an offline-first approach. This prioritization enhances performance and provides a seamless experience for field technicians as they move between areas with varying Internet connectivity.
There are some more aspects related to Offline Profile as listed below-
Sync Intervals- data automatically syncs with the users’ devices after a specific time interval
Sync Conflicts- data updations by different users without synchronization lead to mismatched information
Sync Notification- this notification indicates that a sync is in progress
Offline Sync Status- the date and time of the last sync are displayed here
Benefits of D365 Field Service
What Inogic offers
Optimize and Automate everyday manual operations such as tracking, managing, and maintaining the Work Orders, allotted resources, their schedules, and ad hoc requirements
Study business requirements and offer Techno-functional Consultation
Automation of Tax Calculation to calculate overall work order charges, discounts offered, combo offers, additional discounts, entitlements, etc.
