5 Ways to Leverage the Power of Microsoft Dynamics CRM Field Service

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Managing resources in the field has a unique set of challenges, regardless of whether they are employees, equipment, vehicles, buildings, or something else. Scheduling time and location, billing for time, and providing mobile capabilities in the field are just a few of the complex issues that affect field service management.

Microsoft Dynamics CRM Field Service provides several powerful features to make service management a little easier to control.

1. Schedule field resources with Microsoft Dynamics CRM Field Service’s Scheduling Assistant

The Scheduling Assistant in Microsoft Dynamics CRM Field Service allows users to describe anything as a resource and then lets users schedule these resources using a flexible drag-and-drop interface. Users can also apply business rules based on various criteria, including regulatory or customer requirements. Resources can be organized and color coded by category, making it easy to find resources that are available, in transit, or in service.

Leveraging the Power of CRM

2. Leverage the capabilities of mobile devices

Microsoft Dynamics CRM Field Service includes a flexible mobile framework which allows you the utilize the power of smartphones and tablets for your business.

  • Remote administration allows you to:
    • Create customizations with no coding
    • Find each mobile device or view travel history
    • Wipe all data from lost or stolen mobile devices
  • Native mobile apps allow you to use mobile devices as barcode scanners, RFID readers, credit card readers, and more.
  • Utilize native mapping functions of mobile devices to locate appointments, calculate travel time, and provide directions.
  • Capture details from the field. Employees can perform a number of tasks remotely, including time recording, data entry, barcode scanning, invoice generation, even payment and signature collection.


CRM on Smartphones

3. Automate routing and scheduling through efficient interfaces in Microsoft Dynamics CRM

Automated routing and scheduling lets users maximize resource allocation according to various criteria, including service level agreements, skills and expertise, proximity, and traffic.

Leveraging Power of Field Service Knowledge in CRM

4. Leverage the power of Field Service Knowledge Base in Microsoft Dynamics CRM

Allow your resources in the field access to information they need through the knowledge base included in in Field Service. Field agents have access to repair manuals, technical support information, maintenance histories, and more, all available from mobile or desktop devices.

5. Leverage the power of Inventory Management in Microsoft Dynamics CRM Field Service

Tracking and managing inventory is an important component of field service, and inventory management done right can be a competitive advantage, building customer loyalty as well as cost savings.

Inventory management in Field Service lets you manage inventory anywhere with precision, and replenishment is easily managed within the system or through an integrated ERP. Even truck stock can be managed as part of the scheduling process.

Interested in learning more about Microsoft Dynamics CRM Field Service? Watch our complimentary webcast, Dynamics CRM 2016 Deep Dive – Delivering Top-notch Customer Experiences with Field Service, Scheduling, Work Orders, and Resource Allocation. You can also contact us for a personal demonstration. Read more about what Microsoft Dynamics CRM 2016 can offer your business in our article, The Top 8 Dynamics CRM 2016 Spring Wave Capabilities for Enhancing Customer Experience.

by AKA Enterprise

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