Groundbreaking Efficiency with Microsoft Dynamics 365 Field Service
Microsoft Dynamics 365 Field Service empowers your service organization to elevate its field service operations — improving customer satisfaction, first-time fix rates, and resource productivity through advanced scheduling, resource optimization, and mobile enablement.
Enjoy flexibility, mobility, and heightened performance with this market-leading Microsoft cloud and mobile solution.
What Microsoft Dynamics 365 for Field Service Can do for You!
Automate scheduling and provide customer self-service options. Identify and organize available resources to create a smarter workload and resource balance. Match the skill sets of the technician against the work requirements. Take geography, availability, truck inventory, regulatory requirements, customer preference, and service level agreement into account when scheduling.
Improve Contract Management
Increase customer satisfaction and track all service revenue. Easily manage and maintain the accuracy of service contracts and installed products across customers and locations. Gain visibility into contract information for more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue.
Personalize Customer Experiences
Meet customer expectations with on-time scheduling and technician location information. Gain customer insights with automated, personalized customer surveys after completing field service calls using Dynamics 365 Customer Voice. Provide self-scheduling options for the convenience of your customers.
Elevate Mobile Productivity
Manage work orders and appointment schedules, access customer data and maps, and capture photos, videos, and voice notes with the mobile app. Resolve cases faster by giving technicians access to in-context, remote help. Streamline tasks through a mobile-optimized experience—including offline access to bookings, work orders, and assets. Use knowledgebase articles to increase first-time-fix rates.
Elevate Service Operations
AI-enabled scheduling recommendations and manual, semi-automated, or fully automated scheduling identify the right technician at the right time. Drag-and-drop schedule board and interactive map help assign the nearest available technician. Assign work to the right resource based on trade and control costs through “not to exceed” values on work orders. Minimize travel time and maximize utilization while responding to delays, cancellations, and urgent work using built-in schedule board optimization. Help service managers analyze opportunities to increase first-time-fix rates with insights dashboards.
Deliver Proactive Service
Remotely detect and proactively resolve issues before customers are aware using IoT sensors. Move from a scheduled services model to just-in-time predictive maintenance triggered by IoT data. Exceed expectations with the combined capabilities across Dynamics 365 Supply Chain Management and Field Service, including asset hierarchy, locations, and service-level agreements.
Why Choose Dynamics 365 Field Service?
Velosio works with field service organizations throughout the country, helping them leverage technology to improve operations, drive greater efficiencies, and boost the bottom line. Microsoft Dynamics 365 Field Service integrates with Dynamics 365 Business Central, Office 365, Teams, Power BI to boost productivity, eliminate context switching, and enable successful end-to-end customer engagement and field service automation.
AtriCure Builds a Unique Medical Device Management Solution With D365 Field Service
A publicly traded and heavily regulated company, AtriCure needed to modernize paper-driven device inventory, history, service, and maintenance records with a digitally driven, traceable process. Learn how Velosio worked with AtriCure to help built a unique solution with D365 Field Service.
“Velosio is excellent at consulting, configuration, looking at individual pieces, pivoting, and collaborating with us on ‘if this, then that’ scenarios. The level of expertise on the consulting side is a huge differentiator for Velosio, coupled with their experience in medical devices. It’s a good partnership.”
– Shelly Bramer, Director of Enterprise Applications, AtriCure
Our Latest Recognitions
The Future of Commercial Field Service Companies
As field service companies map out future goals to grow their companies, what role can technology play in helping achieve them? In other words, what is the future of the field service company?
Here, we look at five ways technology is already beginning to accelerate growth and drive future efficiencies for field service operations.
Close Work Orders Faster with Remote Collaboration Tools
It never fails. Technicians are calling out sick, customers are calling in with same-day requests, and then your field service company’s biggest customer...Read More
Field Service Management for Home Healthcare Providers
For patients, home healthcare services are, well, regular healthcare services – delivered in a different (read: more convenient) way. For providers, venturing into...Read More
Field Service Management for Medical Device Suppliers
Medical device suppliers face a staggering set of challenges. Supply chain disruptions, high-stakes regulatory requirements, complex equipment and parts, market volatility. The list...Read More
Field Service Solutions for Discrete Manufacturing
Historically, discrete manufacturing companies focused mainly on making and selling products and equipment — with minimal effort or consideration re: what happens after...Read More
How Field Service Providers Can Reduce Their Time to Invoice
Every field service provider struggles to maintain cash flow at one time or another. It doesn’t matter whether you’re a small or large...Read More
5 Keys to Implementing D365 Field Service Mobile
Are you looking to increase profitability and build customers for life? Empowering your front-line workers with mobile capabilities to improve efficiencies and client...Read More
AtriCure Builds a Unique Medical Device Management Solution With D365 Field ServiceRead More
Proven Strategies to Maximize Field Technician Productivity
Every field service provider is looking for ways to grow. There are many options for them to explore. They can look to attract...Read More