Dynamics 365 Field Service

Manage the complete work order process from creation to completion. Work orders are automatically created from service requests, IoT alerts or preventive maintenance schedules. Each work order contains all necessary information: customer details, location, required parts, skills and estimated duration.

The resource schedule optimization (RSO) engine automatically schedules the right technician for each job based on availability, skills, location and priority. The system optimizes routes to minimize travel time and maximize appointments per day. Dispatchers always maintain oversight via the schedule board.

The Field Service mobile app gives technicians all the information they need, directly on their smartphone or tablet. From work order details and customer history to navigation and recording work, photos and signatures. The app also works offline, so technicians can continue working at locations without internet connectivity.

Connect your equipment and installations with Dynamics 365 Field Service via IoT sensors. The system monitors equipment in real-time and automatically generates alerts and work orders when anomalies are detected. This enables the transition from reactive to proactive and predictive maintenance.

Manage your customer equipment and installations with a complete asset register. Track the location, status, maintenance history and warranty information of each asset. Link assets to service agreements and maintenance schedules for structured asset management that extends equipment lifespan.

Set up preventive maintenance schedules that automatically generate work orders based on time, usage or condition. Combined with IoT data and AI analysis, this evolves into predictive maintenance, where the system predicts when maintenance is needed before a failure occurs. This prevents unplanned downtime and reduces maintenance costs.