DYNAMICS 365 FIELD
SERVICE

Agreements and preventive maintenance
Agenda
Preventative maintenance
Integrate applications via Microsoft App Source
Multi Resource Scheduling
Remote Assist Mobile App
Set Re-Order points
Bulk-and just–in–time ordering
Prompt lead engagement
Annotations
Guides
File Sharing
Service requirement tracking

 MULTI RESOURCE SCHEDULING
 Optimize resource scheduling:
 Dynamics 365 Field Service reduces
downtime and optimizes service
quality using connective intelligence to
align work orders, resources, and
customer preferences

AGREEMENTS AND
PREVENTIVE MAINTENANCE
• GENERATE
PREVENTIVE WORK
ORDERS
 TRACK, MANAGE, AND MONITOR THE
MAINTENANCE NEEDS OF AN ASSET BASED ON
THE MANUFACTURER’S RECOMMENDATIONS
 SET UP CUSTOMER AGREEMENTS SO YOU CAN
AUTOMATICALLY GENERATE WORK ORDERS AND
INVOICES BASED ON FUTURE NEED
 USE MACHINE LEARNING MODELS TO ENABLE
PREVENTIVE MAINTENANCE BASED ON EAM
DATA

PREVENTATIVE MAINTENANCE
SCHEDULED
VS.
Just-in-time

INTEGRATE APPLICATIONS VIA
MICROSOFT APPSOURCE
 ADD NEW CAPABILITIES TO YOUR EXISTING FIELD
SERVICE SOLUTIONS TO MEET YOUR BUSINESS NEEDS
 USE APPLICATIONS TAILORED TO THE FIELD SERVICE
INDUSTRY THAT WORK WITH DYNAMICS 365 AND
ALIGN TO THE COMMON DATA SERVICE
 TRY ANY APP FOR FREE BEFORE YOU BUY

Remote Assist Mobile App
 Provide a pathway for customers who are unable to meet all
of their Remote Assist needs due to limited HoloLens device
ability.
 Experts around the world will be able to interact with a field
service worker on a HoloLens by using an iOS or Android
mobile device
 A field technician can use the Dynamics 365 Remote Assist
mobile app to make a call to an expert for help with completing
a work order.

 Set Re-Order points
 Key Features
 It can be based on historical data , forecasting
techniques or a combination of both.
 It is a pre-determined level of inventory that
triggers a replenishment order when it is reached
 Benefits
 Helps maintain optimal inventory levels
 Reduce carrying cost

Bulk-and just–in–time ordering
 Key features
 Just-in –time ordering involves purchasing smaller
quantities of products on a more frequent basis.
 It requires less storage space and can reduce the amount
of capital tied up in inventory.
Benefits
 It help businesses to reduce waste by ordering only what
they need, when they needed.
 It allow business to be more agile and respond quickly to
changes in customer demand

Prompt lead engagement
 Key features
 It involves responding to leads quickly ,ideally within minutes or
hours of receiving it.
 It involves qualifying leads to determine their level of interest and
likelihood of becoming a customer.
 Improved Customer Experience
 Increased Sales
 Better Data Management
 Increased Efficiency
 Competitive Advantage
 Benefits

 Annotations
 Key features
 Virtual annotations
 Real – time collaboration
 Improved accuracy
 Enhanced communication
 Improved training
 Benefits
 Mixed reality annotations in field service allows field service
technicians to add virtual annotations to real world objects
and equipment using augmented reality and mixed reality
technologies.

 Guides
 Key features
 Just-in –time ordering involves purchasing
smaller quantities of products on a more frequent
basis.
 It requires less storage space and can reduce
the amount of capital tied up in inventory.
Benefits
 It help businesses to reduce waste by ordering
only what they need, when they needed.
 It allow business to be more agile and respond
quickly to changes in customer demand

 File Sharing
 Key features
 Allows field service workers to easily share files and information with colleagues and clients in real-time.
 Increased Efficiency
 Improved Accuracy
 Also helps improve customer service by enabling workers to share information and collaborate with clients
more effectively. This can help build trust and confidence, leading to increased customer satisfaction.
 Is easy to integrate with other tools and systems.
Benefits
Real-time Sharing
Remote Collaboration
Annotation and Markup
Voice and Video Communication
Integration with Other Tools

 Service Requirement Tracking
 Key features
 Improved Contract Compliance.
 Increased Efficiency
 Enhanced Customer Satisfaction:
 Better Resource Management:
 Improved Data Visibility
Benefits
 Enables users to create and manage contracts, including service requirements,
service levels, and other important details.
 The platform provides a robust service requirement tracking system that allows users
to monitor service requirements, schedule service calls, and track progress.
 Enables users to allocate resources based on service requirements,
ensuring that the right resources are assigned to the right tasks.
 Provides real-time reporting on service requirements, resource utilization, and
other key metrics, enabling users to make data-driven decisions.

Thank you