Dynamics 365 for Field Service

Dynamics 365 Field Service can help you if your business carries out work on-site at your customers’ premises. This software turns service calls into a strategic advantage, providing everything from optimised work order scheduling to predictive maintenance. It simplifies logistical operations by dispatching the right resources at the right time, improving your first-time fix rate.

Dynamics 365 for Field Service Capabilities

From helping you optimise scheduling, to asset management and processing your invoices, Dynamics 365 for Field Service offers you an end-to-end solution. It allows your team members to access what they need to do their work - all through a single, straightforward platform.

Imagine being able to fit in more appointments each day. Automated resource scheduling helps you do this.

Need to assign a technician with the right skills and in the best location to carry out a job? The software will find and assign that person to you quickly.

In addition, Dynamics 365 for Field Service will create, schedule and dispatch work orders for you.

help your team succeed

Help your field service team succeed

Be more proactive: Predict, detect, and resolve service issues before your customers even know there’s a problem. Give customers confidence with a consistent and dependable service.
Use AI to improve scheduling: With its artificial intelligence Dynamics 365 for Field Service can dispatch your technicians when and where they’re needed most, optimising your resources and costs, and helping you to deliver exceptional customer experiences on site.
Improve your first-time fix rate: Dynamics 365 for Field Service helps you build customer trust and loyalty. With it, you can ensure your service manager has the tools and information they need to fix issues the first time.
Empower technicians with a mobile app: This solution’s mobile application enables your field technicians to work either online if they have an internet connection, or offline if they don’t.
Online, they can access customer information and history in real time. The administrator can configure the app to sync either when it launches, when data changes, or simply every few minutes.Your field people can download the information they need to their device, and then continue using Dynamics 365 Field Service to work offline.

Feature-rich mobile app

Using Microsoft’s Unified Interface, the mobile app delivers a consistent experience across the web and mobile, integrating with Power Apps and Dynamics 365 apps. Features include:

  • Offline support with advanced data filters and automatic data refresh
  • Push notifications
  • Camera capture
  • Barcode, UPC and QR code scanning using mobile camera to scan assets and
  • populate barcode fields
  • New calendar views
  • A booking form combining details from work order and booking records
  • Driving directions
  • Voice-to-text for capturing audio notes
  • Technician tracking by GPS
  • Time entry
  • Connected Field Service
  • IoT alerts
  • Guided inspections
  • Remote Assist

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BOOK a DEMO for Dynamics 365 for Field Service with a member of our team using our easy-booking system.

Explore other CRM modules

Dynamics works better together. Explore other CRM modules here:

Field Service

Simplify logistical operations when your business is carrying out services offsite.


Empower your sales team with the technology they need to connect with potential customers and secure purchases quicker.

Customer Service

Build brand affinity and customer loyalty by providing every customer with a seamless, personalised experience.


Execute effective marketing campaigns and access embedded analytics in one place.

Customer Voice

Gather data to gauge real-time client satisfaction and analyse across the entire organisation and for each unique client contact.