1 min readDoor 10 – Dynamics 365 for Field Service


This is the tool for businesses with staff working out in the field such as engineers, contractors, installers, surveyors and/or maintenance.

The flow of information between users results in smoother processes and as you’d expect, happier customers. For example, an office based user may generate a work order defining the task, the skills needed, required parts and job duration. The best Field Service employee is identified by availability, location, skills and inventory. The service request is scheduled and field employees are notified of their allocation whilst the job is posted to the Scheduling Board where the status of scheduled works and resource availability is summarised for office staff to monitor. Field users are informed of new jobs by text, email or phone. They can see their scheduled work orders, read job notes, get directions, manage the parts they need, take notes, upload images, confirm location, submit sign off confirmation and create follow up work orders if required. All of this is happening on Dynamics 365 meaning that the single customer view is consistently accurate providing the management users with insights to drive improvements.

Sadly, the Dynamics 365 for Marketing App won’t be released in time for those Christmas events but we’ll tell you what we do know tomorrow.