Key Features - Field Service for Dynamics CRM

 
Microsoft Dynamics CRM provides powerful tools to improve field service performance, here’s our pick of them:
 
Field_Services_Dynamics_CRM_schedule_board.jpg

 
Work order management
Quickly generate work orders, encompassing all of the information you need to dispatch field agents to service locations.
 
Schedule board and dispatch
A flexible drag-and-drop schedule board lets dispatchers assign resources and set up schedules for multiple work orders using a list or map view.
 
Resource management
Configure resource information to allow field service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.
 
Service locations and customer assets
Store and manage information about your customers’ service locations and serviceable customer assets.
 
Preventative maintenance
Configure service agreements for your customers that will automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.
 
Inventory management
Extend the CRM product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.
 
Customer billing
Completed work orders can be turned into customer invoices for customer billing.
 
Mobile app
The mobile app gives field techs quick and easy access to everything they need to execute a work order, including schedule information, customer contact information, turn by directions, and more.
 
 
 

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