Important topics from field service

1. DYNAMICS 365 FIELD
SERVICE

2. 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

3.  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

4. 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

5. PREVENTATIVE MAINTENANCE
SCHEDULED
VS.
Just-in-time

6. 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

7. 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.

8.  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

9. 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

10. 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

11.  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.

12.  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

13.  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

14.  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.

15. Thank you