Microsoft Dynamics 365 for Field Service

Excellent customer service starts with a connected, cohesive environment that allows field workers and office staff to communicate effectively. If your workers out in the field can easily work together with their colleagues in the office, you can expect to see reduced response times, lower costs, improved first-time fix rations, and increased customer satisfaction. All of this will give you a competitive advantage.

Microsoft Dynamics 365 Online provides a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.


Features and Capabilities


Optimized Scheduling

Easily schedule resources manually, with recommendations, or automatically with flexible scheduling options.

  • Organize people and equipment to ensure the right resources are always at the right place, at the right time.
  • Configure resource information to allow Microsoft Dynamics 365 for Field Service to efficiently match the best field agent to a work order based on availability, proximity to service location, and required skills.
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Contract Management

Quickly generate work orders, encompassing all the information you need to dispatch field agents to service locations.

  • Easily manage and maintain the accuracy of service contracts and installed products with Microsoft Dynamics 365 for Field Service’s templates. These recurring service templates pull in work schedules and pricing for quotes, and manage recurring service appointments.
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Inventory Management

Extend the Dynamics 365 product catalog with an inventory management system that tracks real-time inventory levels by warehouse, including mobile truck stock.

  • Real-time updates mean your inventory is always accurate, so you can better track your service stock for fewer write-offs, and create better forecasts.
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Customer Communications

Microsoft Dynamics 365 for Field Service delivers an end-to-end customer experience.

  • Completed work orders can be turned into customer invoices for customer billing.
  • Service agreements can be configured for your customers to automatically generate recurring work orders to ensure equipment is properly maintained before issues occur.
  • Information about your customers’ service locations and serviceable customer assets is all stored and managed within Microsoft Dynamics 365 for Field Service.
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Mobile App

The mobile app gives field techs quick and easy access to everything they need to execute a work order.

  • This includes schedule information, customer contact information, turn by directions, and more.
  • The app also includes real-time and offline data, so no matter where your technicians are, they have access to key information that drives superior customer service.
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Hitachi Solutions Can Help Your Business

  • Deep expertise with the complete Microsoft technology stack and ecosystem to get the greatest value from implementations
  • Onshore/offshore model between offices in North America and Asia Pacific for product development, implementation and support
  • Systems Integration Consulting Services
  • Rigorous project methodology to ensure quality deliverables, high levels of adoption and reduced risk
  • Cloud based delivery of business application technology to simplify and accelerate implementations
  • Trusted 24/7 support services via phone, email and online portal
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