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Microsoft Dynamics 365 for Field Service is one of Microsoft's CRM tools that manages the entire set of field service operations.
It includes management of service locations, customer assets, preventive maintenance, work order and resource management, product inventory, scheduling and dispatching, mobility, collaboration, customer billing and analytics.
That is to say, it is a tool that centralises all the
organisational and management aspects of field work. It achieves this by optimising functions and, therefore, improving the performance and productivity of the company and its customer service. In addition, it provides a great capacity to react to any unforeseen event.
With Microsoft Dynamics 365 for Field Service it is possible to optimise the resources of companies and their employees through a functional interface with a map view and time tables that are updated in real time.
This allows you to increase the daily workload efficiently by taking into account variables such as routes or mileage. It also makes it much easier to reorganise tasks when changes or new jobs arise at the last minute.
In addition, Dynamics 365 for Field Service makes it easy to choose the right worker for each task.
Organising field tasks with Microsoft Dynamics 365 for Field Service effectively improves the quality of the services provided:
Microsoft Dynamics 365 for Field Service allows you to set up an inventory management system that monitors storage levels (including moving trucks) in real time. In this way, it is possible to optimise inventory from the office.
This tool also offers a preventive maintenance option that automatically generates work orders to ensure that equipment is always correctly serviced for the customer. In other words, it anticipates possible mishaps or problems.
In addition, the mobile application makes it possible for all field technicians to have immediate access to all information and changes to work orders in real time.
Microsoft Dynamics 365 is the platform you need to successfully consummate the digital transformation of your business. Its modules bring together people, data and processes in the cloud environment, unifying CRM and ERP functionalities. The safe and comfortable way to the integral optimisation of all your company's processes.
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In April 2019, Dynamics 365 for Field Service is updated with the following new features:
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