Microsoft Dynamic 365 Field Services
We are with you on your digital transformation journey.
Microsoft Dynamic 365 Field Services
We are with you on your digital transformation journey.
Actionable Training
Interesting Quizzes
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Premium Material
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The Field Service application enables you to
- Improve first time fix rate
- Complete more service calls per technician per week
- Manage follow-up work and take advantage of upsell and cross sell opportunities
- Reduce travel time, mileage, and vehicle wear and tear
- Organize and track resolution of customer issues
- Communicate an accurate arrival time to customers
- Provide accurate account and equipment history to the field technician
- Keep customers updated with the status of their service call and when it's resolved
- Schedule onsite visits when it's convenient for the customer
- Avoid equipment downtime through preventative maintenance
Here are some examples of the types of organizations that use the application to manage their field service
A medical device manufacturer sells machines to hospitals and clinics, and uses the application to manage maintenance services over the lifetime of the machines.
A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.
An in-home health care service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.
A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.
Industry Partners
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Our Services
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Artificial Intelligence
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Business Coaching
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Mobile Applications
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The Field Service application enables you to:
- Improve first time fix rate
- Complete more service calls per technician per week
- Manage follow-up work and take advantage of upsell and cross sell opportunities
- Reduce travel time, mileage, and vehicle wear and tear
- Organize and track resolution of customer issues
- Communicate an accurate arrival time to customers
- Provide accurate account and equipment history to the field technician
- Keep customers updated with the status of their service call and when it’s resolved
- Schedule onsite visits when it’s convenient for the customer
- Avoid equipment downtime through preventative maintenance
Here are some examples of the types of organizations that use the application to manage their field service:
- Manufacturing – A medical device manufacturer sells machines to hospitals and clinics, and uses the application to manage maintenance services over the lifetime of the machines.
- Utilities – A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.
- Health care – An in-home health care service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.
- Equipment maintenance – A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.
What We Offer
cbstechnologies prides itself in providing world class Microsoft Dynamics 365 solutions and is a proud Microsoft Dynamics 365 CRM partner in US. By incorporating Microsoft Dynamics 365 solutions into your business processes, we help you maximise your investments so that your company can focus on what it does best.
Drive operational efficiency with IoT
Enhance your service experience by proactively detecting, troubleshooting, and resolving issues so a technician is dispatched only when necessary.
Optimize your resources
Automate and improve scheduling to dispatch the right technician and get the most value out of your resources.
Make technicians more effective
Empower technicians with a 360-degree view of your customers and real-time guidance to improve resolution time and earn customer trust.
Engage your customers
Provide customers with self-service portals, proactive updates, and technician tracking to ensure a positive experience at every step.
Innovate with an adaptable platform
Drive innovation with an application that is easy to tailor, extend, and connect to other apps and services you already use.
Modernize field service with mixed reality
Troubleshoot issues in context and enable technicians with heads-up, hands-free video calling and mixed reality annotations on Microsoft HoloLens.
Drive operational efficiency with IoT
Gain insight and intelligence
Harness the power of IoT to detect and diagnose problems before customers become aware of an issue.
Automate work order creation
Automatically create work orders, and schedule and dispatch technicians with relevant customer information on their devices.
Transform service with predictive maintenance
Move from costly scheduled maintenance plans to just-in-time predictive maintenance and repair, clean, or replace parts only when needed.
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Optimize your resources
Automate scheduling
Improve profitability by automatically scheduling the technician with the right job skills and best location to fit in more appointments per day.
Empower dispatchers
Manage resource assignments across multiple work orders using an interactive, drag-and-drop schedule board.
Streamline inventory management
Synchronize and track inventory down to the truck level with real-time visibility to increase first-time fix rates.
Make technicians more effective
Ensure on-time appointments
Keep technicians on time with the best route, turn-by-turn directions, and work order details that can be updated in real-time on any device.
Share customer information
Get a 360-degree view of customer preferences and history with personalized step-by-step instructions to reliably track and complete the task at hand.
Boost on-site efficiency
Improve field processes through mobile access to back office information for technicians to effectively capture and update all work order details.
Create new levels of productivity
Improve outcomes with access to leading-edge technologies such as mixed reality headsets to offer technicians hands-free guidance.
Engage with your customers
Build customer trust
Engage customers proactively to increase transparency and trust by seamlessly sharing quote, contract, and scheduling information.
Create effortless service experiences
Make it easy for customers to keep track of service activities and self-schedule appointments with a customer portal.
Communicate proactively
Provide your customers with real-time technician location tracking and automated voice and text appointment reminders so they know when to expect service.
Innovate with an adaptable platform
Adapt quickly
Accelerate time to market and adapt the application to your needs with no-code visual editors and tools that make it easy to build and deploy web and mobile apps.
Unify your service environment
Automate processes across Dynamics 365 applications and third-party systems for better engagement experiences.
Invest with confidence
Rely on the Microsoft cloud platform to reduce the cost and complexity of operating a global infrastructure and trust our state-of-the-art datacenters to safeguard your data.
Drive innovation
Transform your customer interactions with deep insights that guide your teams to the right business outcomes.
Modernize field service with mixed reality
Empower technicians
Equip technicians with modern tools like mixed reality video calling, annotations, and file sharing, so technicians can get the information they need to solve problems in context.
Solve complex problems faster
Enable on-site technicians to share what they see with remote experts, while staying heads-up, hands-free with Dynamics 365 Remote Assist on Microsoft HoloLens.
Easily access work orders
Integrate seamlessly with Dynamics 365 Field Service so technicians can view assignments and access work order data.
Move from reactive to proactive field service
Try Dynamics 365 for Field Service
Email us info@cbstechnologies.com or call us : 201-843-8070
Dynamics Consulting
We will understand your business needs, collaborate with you on the scope of work, deliver a PoC and suggest what solution is best suited to your business.
Dynamics Implementation
We will implement your Microsoft Dynamics 365 solution with a Design Build Configure model which will include customisations and training. We will also help you with integration of your solution with Office 365, SharePoint and other platforms.
Upgrade and Migration
We will help you with decision making on your migration, study your current infrastructure and help you upgrade and migrate from your old version to the latest version of Microsoft Dynamics 365
Support & Maintenance
We will ensure your business critical processes are always taken care of with our ongoing maintenance and support, when required.
Dynamics 365 Modules
Be ready for growth through nimble, adaptable applications.
Dynamics for Sales
Have your team spend more time converting sales leads than be caught up with admin procedures. Get more from your investment.
Dynamics for Customer Service
Improve your customer experience. Exceed customers’ expectations by relying on predictable data and build stronger relationships.
Dynamics for Field Service
Optimise field service operations and delight customers with improved resource productivity and ROI.
Dynamics for Operations
Connect all your departments and processes and have better insight into your overall business performance.
Dynamics for Marketing
Stay ahead of the game with an integrated marketing approach which allows you to run several marketing campaigns across multiple channels.
Dynamics for Project Service Automation
Monitor the progress of your projects, collaborate more and proactively anticipate project needs.
Enable your Business with Microsoft Dynamics 365
Maximise organisation efficiency
Increase productivity
Maximise revenue opportunity
Deliver outstanding service
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