Dynamics 365 Field Service

Transform your service operations, deliver exceptional service, and improve customer experiences.

Overview

Comprehensive business management

Work smarter, adapt faster, and perform better with Business Central—named the best ERP system of 2024 by Forbes Advisor.1

Automate and improve process

Use powerful AI with Copilot and automate workflows to streamline processes, speed up tasks, and make better decisions.

Work seamlessly with the Microsoft 365 applications you already use-such as Outlook, Excel, and Microsoft Teams-reducing data entry and switching between applications.

Protect your data while maintaining regulatory compliance with world-class identity protection, role-based access, and encryption.

Remove data silos and access business intelligence with real-time dashboards, flexible reports, AI-driven insights, sustainability tracking, and key performance indicators (KPIs) for each role.

Control financial data

Manage your finances end to end—oversee your budget, accelerate month-end and year-end close, automate bank reconciliation, use unlimited dimensions, track fixed assets, and more.

Create accurate cash-flow projections using AI to analyze the financial position of your business.

Make more profitable decisions with robust reporting, ad-hoc analysis using Copilot, and connections to Excel and Microsoft Power BI.

Support multiple currencies, languages, exchange rates, consolidations, intercompany transactions, and tax regulations.

Surface high value opportunities

Increase sales with marketing text suggestions from Copilot, customer interaction tracking, and guidance on upsell, cross-sell, and renewal opportunities.

Take better care of customers by managing the entire sales process from within Outlook and deliver better outcomes with connected service operations.

Transition smoothly from sales to service, track customer returns and repairs, and manage service agreements to meet and exceed customer expectations.

Improve your customer experience by connecting with Dynamics 365 Sales, Customer Service, and Field Service.

Improve project costing

Better manage projects using timesheets and advanced job costing and reporting. Develop and modify detailed budgets to enhance project profitability.

Manage resource utilization by planning capacity and sales. Track customer invoicing against planned or actual costs.

Get real-time business intelligence on project status, profitability, and resource-utilization metrics.

Enable employees to do their best work with role-based access, and foster collaboration by sharing links to projects directly in Microsoft Teams.

Drive supply chain optimization

Improve your supply chain with vendor management, purchasing, e-commerce with Shopify, order fulfillment, and returns.

Optimize manufacturing outputs-even in agile and complex environments-with detailed bills of materials, assembly-to-order support, and production orders.

Replenish inventory based on actuals, demand, and availability using AI-powered sales and inventory forecasting.

Improve organization within your storage facilities and manage inventory with an easy pick-and-put-away process supported by bar-code scanners.

Accelerate order capture with Sales Order Agent

Autonomously manage the order intake process from entry to confirmation. Interact with customers as soon as they reach out so no opportunities are missed.

Copilot in Business Central

Work smarter with Microsoft Copilot

Use the power of next-generation AI with Copilot in Dynamics 365 Business Central to boost productivity, spark creativity, and improve business performance.

Get work done faster with Copilot, your everyday AI companion.

Find answers to your questions quickly and easily with conversational chat.

Banish writer’s block and drive sales with compelling marketing text suggestions.

Free up time for sales teams to build relationships and deliver exceptional customer experiences.

Simplify analysis by identifying trends and anomalies with help from Copilot.

FEATURES

Experience the Business Central difference

Be ready for growth

Support your business now and as it grows with the industry-leading reliability, scalability, and performance of the Microsoft Cloud.

Take your business on the go

Work anywhere with full capabilities on desktop, tablet, or mobile across Windows, macOS, Android, and iOS devices.

Rapidly deploy and onboard

Implement in weeks and get users started quickly with role-based dashboards, 200-plus training courses, content-aware help, and guided tours.

Available worldwide

Use Business Central in 47 languages and in over 160 countries to expand your business globally.

Meet your sustainability goals

Track and report greenhouse gas emissions with ease and accuracy to manage your environmental impact.

Customize with prebuilt apps

Implement in weeks and get users started quickly with role-based dashboards, 200-plus training courses, content-aware help, and guided tours.

Collaborate in Microsoft Teams

Improve collaboration with read-only access to Business Central data with a Microsoft 365 license—no additional charge.

Streamline with custom workflows

Enhance productivity with built-in workflow templates—or build your own—using the embedded Microsoft Power Automate experience and Copilot.

Connect with existing systems

Take advantage of open architecture to combine Business Central with systems you already use, such as payroll.

PRICING

Simple, straightforward pricing

Get the scalability, flexibility, and security of Business Central, starting at $70 per user/month.

“We don’t anticipate that we’ll need to add any further accounting or IT personnel because of the efficiencies we’ve gained with Business Central.”

Tammy Koehler, Chief Financial Officer, Andretti Indoor Karting & Games

$300,000-$500,000

Saved on operations annually

Products

Next steps

Try Dynamics 365 Business Central

Connect and manage your small or midsize business to streamline processes and increase productivity.

Request a call

Have a Dynamics 365 specialist contact you.

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