Industries
Field service management with Dynamics 365
Work orders, scheduling, assets and service billing.
The challenge
The challenges we solve
Field service organizations need the right technician, with the right part, at the right place, and then need to bill accurately. Dynamics 365 Field Service, integrated with Finance & Operations, connects scheduling, mobile work, inventory and invoicing.
Contact us today- Inefficient scheduling and too many repeat visits
- Parts availability in vans and warehouses
- Paper-based work orders and delayed billing
- Little insight into asset history and service profitability
The solution
Microsoft Dynamics 365 for Field Service
Dynamics 365 Finance & Operations capabilities we configure and extend for Field Service organizations.
Work orders
Create, prioritize and track work orders from request to completion.
Scheduling
Schedule board and optimization by skills, location and availability.
Mobile technicians
Mobile app with work details, checklists, parts and signatures.
Asset management
Customer asset history and preventive maintenance agreements.
Service inventory
Van stock and parts integrated with Supply Chain Management.
Billing
Completed work flows to invoicing in D365 Finance.
Benefits
What changes after go-live
The outcomes Field Service organizations look for when they move to Dynamics 365, and what we design every project around.
First-time fix
Technicians arrive with the right skills and parts.
Faster cash
Invoices created as soon as work is complete.
Happier customers
Accurate arrival times and complete service history.
How we help
Your Dynamics 365 partner for Field Service
As a Microsoft Solutions Partner for Business Applications, Data & AI and Digital & App Innovation, Expert Dynamics Group implements, upgrades and supports Dynamics 365 for Field Service organizations. We start with your processes, map them to standard D365 capability, and extend only where it adds real value.
Microsoft apps we implement
FAQ
Field Service ERP FAQs
How does Dynamics 365 Field Service integrate with Finance & Operations?
Field Service runs on Dataverse and integrates with D365 Finance & Operations through Dual-write and Microsoft’s integration templates, sharing customers, products, inventory and invoices.
Can technicians work offline?
Yes. The Field Service mobile app supports offline work and syncs when the device reconnects.
Dynamics 365 for Field Service? Let's talk.
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.