Digital Field Service with Dynamics 365 CE
Your field service team accesses customer data, open transactions, and visit information directly on-site. Notes and feedback are recorded on mobile devices and are immediately available to the back office.
Typical Tasks in Digital Field Service with Dynamics 365 CE
Use Customer Data
Your field service team accesses customer data, contacts, quotes, and order history directly in the CRM while on the road.
Key features
- Complete customer history
- Data from multiple sources
- View open quotes
- Check recent orders
Appointment Documentation
Conversation details are documented directly on-site and are immediately available for further processing.
Key features
- Create visit reports
- Record customer requests
- Capture notes on mobile
- No duplicate follow-up work
Capture Orders
Orders are captured on-site with the customer, confirmed digitally, and then forwarded to the back office.
Key features
- Capture orders on-site
- Use digital signatures
- Hand-off to the back office
- Optionally add returns
Record Transactions
While on the road, sales staff create new contacts, leads, and sales opportunities, while service staff schedule maintenance appointments and repairs.
Key features
- Capture leads on mobile
- Qualify opportunities
- Track quotes
- Document service & maintenance visits
Plan Routes
Customer visits and routes are planned economically based on revenue potential, visit frequency, open quotes, and regional proximity.
Key features
- Set visit frequency
- Plan customers by route
- Use map view
- Flexibly manage
route duration
Manage Route Progress
Appointments can be adjusted and additional visits scheduled even while a route is underway. Activities are created automatically.
Key features
- Schedule additional
visits - Update route status
- Prepare visit notifications
Your digital field service?
Plan routes on mobile, document on-site, and hand off directly to the back office. All customer data, orders, and feedback are always available. We are happy to advise you.