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Dynamics 365 for Field Service

A Field Service Resource, Service and Asset Management System

Microsoft Dynamics 365 for Field Service capabilities that include optimised scheduling & dispatching, mobile workforce management, asset management and processing orders & invoices. Whether your organisation services customer products or equipment, manufactures products and operates with an after-sales offering, or manages high value & complex assets, field service solution is flexible enough to meet the needs of even the most complex of organisations.

At GMR IT SOLUTIONS we fix your resource utilisation process, Asset Management and Service Management at first insight. Therefore, the dispatching software and automation capabilities within our connected field service solution ensure the right resource is scheduled at the right time and your workforce is equipped with the right tools & technology to get the job done.

Field Service is suitable for Organisations serving customers with fixer or Resource Management or Asset Management, Inventory Management

Service Providers
Service Providers
Resource Management
Resource Management
Asset Management
Asset Management
  • Gain predictive and Insight using IoT to achieve better Operational efficiency and business needs.
  • With IoT Devices connected the you can discover the problem before customer log an incident.
  • You can create work orders and schedule and dispatch resource with proper customer information on the mobile devices.
  • With Field Service you can cut the costly scheduled maintenance plans to just in time predictive and repair or replace parts when needed.

Utilise your resources more appropriately

  • Automation of scheduling:

By automation of scheduling reduce the manual processing of the resources to right job at right time with right skillsets.

  • Upskill dispatchers:

Managers can manage resource assignments across multiple work orders using an user friendly and just a drag and drop schedule board.

  • Modernise stock management:

Track stock down to the truck level with up to date visibility to increase first time fix rates.

Improve technicians more effective:

  • Accurate on time appointments
  • Share customer information
  • Update the back office system by utilising the mobile access to boost onsite efficiency.
  • Get new levels of productivity with mixed reality headsets to give technicians hands free guidance.
  • Engage with your customers by sharing quotes, contracts and scheduling information.
  • Also make provisions to keep track activities and self-schedule appointment with  a customer portal. Provide your customer with real time resource location tracking and automated voice and text appointment
  • reminders so they know when to expect service.
  • Get powerful insight into your Field Service by utilising the Power BI
  • Automate processes across Dynamics 365 applications and third-party systems for better engagement experiences.

Connected Field Services through Internet of Things

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It’s possible to transform service from a siloed source of cost into a consistent profit driver. Connected Field Service enables companies to easily and successfully navigate the five key steps to servitization, which can dramatically improve first-time fix rates, reduce onsite appointments, increase profits, and enhance customer outcomes.

  •  Utilizing quality field service management software
  • Connected smart devices.
  • Integrating service across an entire a company.
  • Leveraging machine learning.
  • Enabling field service to power innovation.

Get your technicians with right tool and energise field service with mixed reality

Empower resources with modern tools like mixed reality video calling, annotations and file sharing, so technicians can get the information they need to resolve the problem faster. Provide easy access to work orders so technicians can access work orders and view assignments.

Microsoft Dynamics 365 for Field Service and Power BI

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Power BI Solution Template

Microsoft Dynamics 365 uses Data Export Service to extract full and incremental updates to SQL Azure Database. The Power BI model then uses views on  SQL  Azure tables as a source.  The solution has a prebuild reports that can be used as is or customized to your specific needs, all solutions art facts are freely available on Git hub.

The reports cover KPI that can be used to monitor the effectiveness of your Field Service Operations.

There are reports for open work orders along with multi work order reports duration, resource, customer along with reports for completed work orders by duration YTD, Resource, customer and additionally there are reports on the Bookings by resource, customers and monthly bookings. Again the solution architecture allow you to access the reports and underline models to customize your organisation needs.

Advantages

  • Resource capacity and utilisation.
  • SLA performance
  • Inventory levels and forecasts.
  • Monitoring the IoT devices performance.

Integration Options to Business & Finance Systems

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Microsoft Dynamics 365 Field Service is built on  a platform that provide ease of integration to a number of backend applications such as an ERP, Financial systems.

Microsoft Dynamics NAV – Now formally implemented as all in one business management solution for SMB’s. Microsoft Dynamics 365 for  Field Service againing control of supply chain and financial management systems.

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