Let’s Master Field Service: A Complete Handbook

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Dynamics 365 Field Service

“Field service is the lifeline of any business that relies on equipment” – John Smith, CEO of Acme Corporation

Field service is a broad term that encompasses the processes of installing, maintaining, repairing, troubleshooting, and inspecting equipment and machinery. It allows businesses to provide timely and efficient service to their customers. Field sales is a subset of field service that focuses on selling products or services to customers in person. It typically requires a higher level of customer interaction and relationship building than traditional sales.

Efficient field service management is essential for any growing business. It helps to ensure that work orders are managed effectively, assets are tracked and maintained, technicians are assigned to the right jobs, and customers are kept informed of the status of their requests. Dynamics 365 Field Service is a cloud-based field service management solution that can help businesses achieve these goals. Maplytics, the 5-star rated, all-inclusive app of the Microsoft AppSource is designed to act as a perfect add-on to Dynamics 365 Field Service. We have a wonderful series encompassing the same at-length.

Microsoft Dynamics 365 Field Service: Enhanced functionality with Integrated Maps

To understand how to integrate apps, it is helpful to first familiarize yourself with the overall functionality of each app.

In the first chapter of this Blog Series, one is introduced to the offerings of Dynamics Field Service and Maplytics and how they complement, each briefly.

Managing Sales Territories smartly with integrated maps in Dynamics Field Service

The second chapter in the series focuses on territory management. The blog discusses the different ways to create and manage territories in D365 Field Service and how Maplytics can be used to enhance these methods.

This chapter is an interesting take on foolproofing the functionality and usability of Territories within Dynamics 365 across industries.

Improved Universal Resource Scheduling

Once territories have been assigned, it is essential to manage the resources allocated to them. Their work schedules, appointments, and other details must be planned and managed in advance.

Chapter three of the Field Service + Maplytics series encompasses the ways to achieve this within Dynamics Field Service and adds to the depth offered by integrated maps.

Finding Optimized Routes for Effective Business Travel

Field service is often associated with travel and long, continuous business trips. Field service representatives spend 80% of their work time on the road. Ensuring that their journeys are safe, short, and convenient is essential to maintaining their productivity.

The next interesting phase of the Blog Series concentrates on optimized routing. As the appointment schedules get planned for the field reps, travel routes get plotted within Dynamics Field Service. These routes can be further optimized by cutting down the traffic area, avoiding the highways, avoiding tolls, etc. using Maplytics.

Do have a look and plan an enjoyable business travel for yourself.

Integrated Maps within Dynamics 365 Field Service: Let the journey begin!

To conclude this blog series, the final chapter discusses the additional exciting features that Maplytics adds to Dynamics Field Service, such as mobile integration, census data visualization, land area mapping, overlays, heat maps, and more.

In this five-part series on Maplytics as the perfect complement to Dynamics 365 Field Service, we discussed how it can enhance some of the amazing features of Field Service. These upgrades are sure to be extremely beneficial in improving the quality and management of field services.

What’s More?

The unique features of Maplytics could be experienced when explored more with a trial. One can write to the Team at crm@inogic.com for mapping requirements, a free trial of 15 days, or a personalized demo within Microsoft Dynamics 365 CRM / Dataverse.

To learn more about Maplytics, its applications across industries, and another multitude of features, do visit the Website or the Microsoft AppSource. For further details, one can hop on to the BlogsClient TestimonialsSuccess StoriesIndustry Applications, and Video Library for a quick query resolution.

Until then,

Happy Field Services!

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