Dynamics 365 Field Service

Create new revenue streams and solidify customer loyalty with Dynamics 365 Field Service

RSM can help you use Microsoft’s applications to predict equipment maintenance cycles, become more proactive using AI-driven workflows and respond to IoT sensor alerts. You could optimize technician scheduling with intelligent dispatching. With every touchpoint, your dispatchers and technicians could create exceptional customer experiences.

RSM is one of the leading Dynamics 365 Field Service partners for Microsoft. Learn how this solution can benefit your company.

We can help you use Dynamics 365 Field Service to:

Offer predictive maintenance services to clients
Minimize downtime
Optimize equipment maintenance scheduling
Provide exceptional service to customers
Increase technician productivity

Dynamics 365 Field Service is a fit for companies that:

Maintain equipment for customers
Want to increase first-time fix rates
Are spending too much time scheduling technicians based on multiple criteria, like certifications, geography and availability
Want to automate communications about job status with text and email notifications

Recognized by Microsoft

Over 3,000 entries are submitted for the annual Microsoft Partner of the Year awards. To win an award or be a finalist in any category is a prestigious honor and spotlights the most elite partners for a given solution area. RSM is proud to be recognized as such by Microsoft for our work and dedication in the field service area of business applications.

Proven partner and technology leader

As a trusted advisor to more than 2,000 clients across the country, we pride ourselves on our ability to identify and accelerate the right technology solutions to create rapid time-to-value and drive immediate business performance for our clients.

RSM’s Microsoft certified professionals have met the highest technological standards in Microsoft’s Cloud Partner Program. RSM has demonstrated technical capabilities, experience, and ability to deliver successful customer outcomes aligned to the Microsoft Cloud in Infrastructure (Azure), Data & AI (Azure), Digital & App Innovation (Azure), Business Applications, Modern Work, and Security.

Capabilities

Engage with your customers

Meet customer expectations with on-time scheduling and technician location information

Provide post engagement surveys

Gain customer insights with automated, personalized customer surveys after completing field service calls using Dynamics 365 Customer Voice.

Offer self-scheduling

Provide self-scheduling options for the convenience of your customers.

Meet customer expectations with on-time scheduling and technician location information

Gain customer insights with automated, personalized customer surveys after completing field service calls using Dynamics 365 Customer Voice.

Provide self-scheduling options for the convenience of your customers.

Give technicians access to in-context help

Use field service to capture asset information through inspections and get real-time remote expert support via Dynamics 365 Remote Assist and other mixed-reality tools.

Resolve cases faster with remote collaboration

Consult with experts in real time to solve problems faster and perform remote inspections with Dynamics 365 Remote Assist.

Streamline tasks through a mobile-optimized experience

Use the Field Service mobile app to track service activity – including offline access to bookings, work orders, and assets – and respond to Internet of Things (IoT) alerts and commands in the field.

Enable technicians in the field

Manage work orders and appointment schedules, access customer data maps, and capture photos, videos, and voice notes with the mobile app.

Enhance technician productivity

Use knowledge-base articles to increase first-time-fix rates.

Use field service to capture asset information through inspections and get real-time remote expert support via Dynamics 365 Remote Assist and other mixed-reality tools.

Consult with experts in real time to solve problems faster and perform remote inspections with Dynamics 365 Remote Assist.

Manage work orders and appointment schedules, access customer data maps, and capture photos, videos, and voice notes with the mobile app.

Use knowledge-base articles to increase first-time-fix rates.

Dispatch the right technician

Use AI-enabled scheduling recommendations and manual, semi-automated, or fully automated scheduling to choose the right technician at the right time.

Better manage resource assignments

Use the drag-and-drop schedule board and interactive map to assign the nearest available technician.

Automate scheduling

Minimize travel time and maximize utilization while responding to delays, cancellations, and urgent work by using the built-in schedule board optimization.

Optimize service and resources

Use the rich insights dashboards to help service managers analyze opportunities to increase first-time-fix rates.

Cost-effectively assign work

Assign work to the right resource based on trade, and control costs through “not to exceed” values on work orders.

Use AI-enabled scheduling recommendations and manual, semi-automated, or fully automated scheduling to choose the right technician at the right time.

Use the drag-and-drop schedule board and interactive map to assign the nearest available technician.

Minimize travel time and maximize utilization while responding to delays, cancellations, and urgent work by using the built-in schedule board optimization.

Use the rich insights dashboards to help service managers analyze opportunities to increase first-time-fix rates.

Assign work to the right resource based on trade, and control costs through “not to exceed” values on work orders.

Avoid service calls

Remotely detect and proactively resolve issues before customers are aware using Internet of Things (IoT) sensors.

Transform your business

Turn your cost center into a profit center by moving from a scheduled services model to just-in-time predictive maintenance triggered by IoT data.

Get a 360-degree view of customer assets

Exceed expectations with the combined capabilities across Dynamics 365 Supply Chain Management and Field Service, including asset hierarchy, locations, and service-level agreements.

Effectively manage asset history

Ensure that technicians have the latest asset data, synchronized across Dynamics 365 Finance and Supply Chain Management to improve service accuracy.

Remotely detect and proactively resolve issues before customers are aware using Internet of Things (IoT) sensors.

Turn your cost center into a profit center by moving from a scheduled services model to just-in-time predictive maintenance triggered by IoT data.

Exceed expectations with the combined capabilities across Dynamics 365 Supply Chain Management and Field Service, including asset hierarchy, locations, and service-level agreements.

Ensure that technicians have the latest asset data, synchronized across Dynamics 365 Finance and Supply Chain Management to improve service accuracy.

Bring your business together faster

Knowing where to start with Microsoft Dynamics 365 can be difficult. This buyer’s guide is the key to understanding how to reap optimal value from Dynamics 365.

Get the buyer's guide

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RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent assurance, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/about for more information regarding RSM US LLP and RSM International.

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