Your Go-To Partner for Dynamics 365 Field Service

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Microsoft Dynamics 365 for Field Service

Increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring to help you get the job done right the first time. We are your Microsoft Dynamics 365 for Field Service experts that can put together a mobile or on-prem strategy. Our senior level consultants have been down this road and provide solutions that work.

HAVE OPTIMIZED SCHEDULING WITH A ON-PREM OR CLOUD STRATEGY

Get the right resources to the right place at the right time with Microsoft Dynamics 365 for Field Service. JourneyTEAM can help you organize people and equipment with flexible scheduling options to accommodate both customer service representative and dispatcher workflows. 

  • Schedule resources manually or with automated recommendations.

  • Find available field service resources by category to create a smarter workload.

  • Match skill sets of technicians against work requirements.

  • Take into account truck inventory, regulatory requirements, geography, availability, customer preference, and service level agreements.

CONTRACT MANAGEMENT

INVENTORY MANAGEMENT

Have the right resources on every call with Microsoft Dynamics 365 for Field Service. Now you can manage inventory updates, stock history, warehouses, depots, and trucks. Having real-time information means your inventory is always accurate, fewer write-offs, and creates better forecasts.

  • Accurate allocation of parts.

  • Inventory management for any part of the transaction, including returns, authorizations, stock adjustments, transfers, and more.

  • Reduce write-offs.

Microsoft Dynamics 365 for Field Service makes contract management easy. 

  • Make quoting simple by using recurring service templates to pull in work schedules and pricing. 

  • Manage service appointments and billing options in a few clicks.

  • Proactively engage leads from contact to contract and win more business.

ALWAYS STAY CONNECTED

Resolve issues remotely and see problems before your customers even know about them. Solve them in advance and remotely, so your technicians are only sent when needed.

  • Connect both new and existing customer assets.

  • Decrease number of repair appointments. 

  • Find underperforming products with aggregate device data.

  • Setup preventative maintenance schedules by monitoring actual consumption.

MOBILE 

Mobile field service capabilities will improve your field processes and technician productivity. Get real-time information with Microsoft Dynamics 365 for Field Service. View customer data and  have guidance when needed.

  • Give technicians access to a full 360-degree view of customer and case history.

  • Consistency and first-time fix rates will increase

  • Employees have a multi-day work calendar. 

  • Attach work orders to customer case history: give history of product installations, parts, and pricing.

Keep customers informed with Microsoft Dynamics 365 for Field Service. Make communication easy and have positive interactions every step of the process.
  • Set up a customer portal to let customers to see upcoming service appointments and view completed and open cases.
  • Send real-time location updates of the technicians to customers, including arrival times, photos, and more.
  • Send out automated text messages/phone calls.
  • Allow quick customer feedback, references, rescheduling, and follow up.

START THE JOURNEY

Complete this form to get the Journey started.

We are your experienced partner that can improve productivity and enhance your technology business solutions.

800.439.6456

info@journeyteam.com

121 West S Election Rd #300

Draper, UT 84020

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Microsoft Dynamics 365, SharePoint, Cloud, ERP, Field Service, Finance and Operations, CRM and Marketing Consultant in Utah and Tennessee. Microsoft Gold Partner and Okta top 20 World-Wide Partner. © 2019 JourneyTEAM. All Rights Reserved. Privacy Policy Terms and Conditions