Making Microsoft Dynamics CRM Field Service Work for You

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Companies that have assets in the field have a big job: Managing the scheduling and location of those resources at all times. Assets can be equipment rented to customers, service vehicles on a call, or field technicians handling customer issues.

Microsoft Dynamics CRM Field Service can help companies manage these and other resources – even if they never leave the office!

Here are just some of the ways to make Dynamics CRM help you manage your resources more efficiently.

Optimize routes for field resources

Increase client satisfaction and maximize resource utilization by creating optimal routes based on a number of user defined conditions, including location, skill level, severity, and traffic conditions.

 Microsoft Dynamics CRM Field Service Mobile Device

Make dispatching easier with drag-and-drop scheduling

Use a visual schedule board to assign resources with drag-and-drop flexibility. Know where your field service representatives are now and how far they are from their next job.

Ensure your SLAs are always met

Meeting and exceeding the terms of your service level agreements is one sure way to maintain customer satisfaction. Generate work orders automatically to ensure equipment is properly maintained and your service level commitments are met. Set automated reminders for contract renewals so you never lose service revenue.

Increase inventory management efficiency

Manage your inventory for any location, such as warehouses, depots, or trucks. Update inventory data in real-time to make sure your inventory data is always accurate. Generate inventory replenishment through CRM or through integration with your ERP system.

Give field personnel anytime, anywhere access

Microsoft Dynamics CRM Field Service Multiple Devices

Give your field service reps everything they need on the job using native apps for iOS, Android, and Windows phones and tablets. Field representatives can:


  • View upcoming appointments in map view or by time slot
  • Obtain turn-by-turn directions to the next appointment
  • Convert work orders to invoices
  • Collect credit card payments and signatures
  • Access information from a knowledge base, such as product manuals, maintenance histories, repair notes, customer contact information, and more


If you would like to learn more about the field service capabilities of Microsoft Dynamics CRM, watch our 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.

by AKA Enterprise Solutions

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