Dynamics 365 Field Service (FAQ)- 2020 Edition

Jennifer Balsom
3 min readOct 24, 2019

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MS Dynamics 365 Field Service

Microsoft Dynamics 365 for field services, formerly known as Field Services Management, is a business management solution that connects people and processes like never before. Increase efficiency with automated tasks and workflows, all from Office tools such as Outlook, Word and Excel.

Get a complete picture of your business and make better business decisions , with integrated intelligence when and where you need it. With your business in the cloud, it is easy to change and adapt at your own pace without involving ICTs. Start with what you need, quickly and easily. Then, you will be ready for growth.

Microsoft Dynamics 365 Solves Following Field Services Problems:

Optimized Programming

Provide tools to help your team schedule appointments and send appropriate resources. Microsoft Dynamics 365 for field services includes tools for service representatives and carriers, as well as an automated tool that schedules appointments for them, making it easy to adjust more appointments per day.

Inventory Management

Provide your team with everything you need to manage your inventory through locations, including warehouses, warehouses and trucks. Real-time updates mean that your inventory is always accurate, so you can better track your stock of services for fewer cancellations and create better forecasts.

Service Agreements

Facilitate the administration of all service contracts, including calls, installed products and warranties, through customers and locations. Microsoft Dynamics 365 for field services course help improve performance management and therefore increase revenue.

Mobile Productivity

Improve the productivity of your technicians by providing native mobile applications with real-time and offline data. No matter what device they use, they have the customer information and guidance they need right there. Administrators can manage all users and devices centrally.

Customer Communications

Put your customers at the center of each interaction, using the client portal in addition to interoperability with the Glympse and Twilio APIs, you can give them a complete view of their cases, a live map and a photo of their technician’s route , and updates by text message and phone call.

Connected Devices

Reduce costs by sending technicians only when necessary. Field service management tools help your computer detect, troubleshoot and solve problems remotely. Having devices connected to Microsoft Dynamics 365 for field services helps to see and solve problems before customers know about them.

Microsoft Dynamics 365 Improves the User Experience

It is now integrated with Adobe Experience Manager, Adobe’s industry-leading content management solution in Adobe Marketing Cloud. Available now. This integration will help organizations optimize business sales and the management of potential customers.

The value of this integration really extends from the data that supports both solutions. Business organizations can now design and connect rich marketing content with CRM data in Microsoft Dynamics 365 to transform the way their sales and marketing organizations can collaborate and ultimately personalize their customers’ brand experiences.

Solve the Challenges of the Digital Age:

Audience: help your organization move from a different view of customers and poor segmentation to a more holistic view with smart segmentation.

Workflow: switch from teams that use multiple systems and processes for customer engagement, to integrated systems and a unified view that enhances actions, collaboration and productivity.

Personalization: transition from the manual process to define and deliver customer experiences to automated and data-based content personalization.

Ultimately, customer experiences are the heart of being successful in today’s business. With Microsoft Dynamics 365 you can better understand the client’s intention, and even predict where those intentions will move, providing intelligent customization for customers and offering perfect integration for business users.

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Jennifer Balsom
Jennifer Balsom

Written by Jennifer Balsom

Product Manager - Cybersecurity CompTIA, EC-council & (ISC)2. For more info. visit, https://www.netcomlearning.com/vendors/CompTIA-training-courses.phtml

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