With Dynamics 365 Field Service, you gain a connected service platform designed to help you plan, schedule, and deliver on site work with greater visibility, efficiency, and control. Whether your engineers are carrying out installations, inspections, repairs, or preventative maintenance, every job can be managed within one system so your team always knows what needs to happen and when.
You can create and manage work orders, schedule the right engineer for the right task, track assets and service history, and give your field teams the tools they need to complete jobs efficiently while on site. Intelligent scheduling, mobile access, service history, and connected data all work together to help your team spend less time on administration and more time delivering high quality service.
Choosing the right solution should feel clear and confident. Our role is to help you decide whether this platform genuinely fits the way your organisation manages field operations, supports site workers, and delivers on-site services today, while also identifying any potential gaps and how they could be addressed from the outset.
We take the time to understand how your service teams operate today, how work is requested and scheduled, how resources are deployed, how different systems support the overall process, and where the biggest pressures exist across your field operations.
From there, we look more closely at your requirements and opportunities, and how Dynamics 365 Field Service could support a more connected service environment, working alongside tools, processes, and skill sets to drive transformation.
By the end of the process, you will have a clear view of whether this solution is right for you and how it could support a more efficient, reliable, and scalable service operation.
Give your team a structured way to manage service requests, maintenance visits, and repair work from start to completion. Every work order is tracked in one place, giving you clear visibility of what has been scheduled, what is in progress, and what still needs attention.
Your field teams can access everything they need through the mobile app, including work order details, customer information, asset history, and service instructions. This means team members arrive prepared, complete tasks more efficiently, and avoid unnecessary follow up visits.
Keep a complete record of the equipment and assets you support. With full service histories, maintenance records, and inspection data available in one place, your team can make better decisions about repairs, preventative maintenance, and long term asset performance.
Empower your teams with mobile tools that allow them to capture photos, complete service reports, update job status, and collect signatures directly from site. If additional expertise is required, remote support tools can connect teams with specialists who can guide them through more complex issues.
| Duration | 2-4 months per phase | Dependent on recovery needs | |
| Scope | Variable | Variable | |
| Level of configuration | Unlimited | Unlimited | |
| Reporting | Tailored | Custom | |
| Data Migration | |||
| Suitable for companies with legacy CRM | |||
| Number of users | 10+ | 10+ | |
| Single view of business/function data | |||
| Secure and trusted Microsoft platform | |||
| Access anywhere on any device | |||
| Collaboration with existing Microsoft tools | |||
| Live reporting and insights to understand your data, trends and risks | |||
| Data import | |||
| Fully managed with break fix and unlimited adhoc training | Including ongoing optimisation, tailored training and ongoing adjustments. | Including ongoing optimisation, tailored training and ongoing adjustments. | |
| Self-Service portal | |||
| Advanced BI and reporting | |||
| Advanced marketing automation | |||
| Change management | |||
| Automation |
