Dynamics 365 Field Service

BOOST FIELD SERVICES PROFITABILITY, EFFICIENCY AND SATISFACTION IN ONE CONNECTED SOLUTION

Need to optimize your field service operations from requests to resources to resolution?

Field service doesn’t have to be a disconnected part of your business, or a drain on profit and resources. Western Computer empowers you to unify your systems, processes and people with a fully integrated solution powered by Dynamics 365 Field Service.

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Want to connect field services with your entire business in a single platform?

 

Bridge the gaps by connecting field services to ERP, WMS, inventory, accounting, sales, customer service, IoT devices, business intelligence and more in one place with anytime, anywhere access.

  • Create a seamless field service experience for customers and technicians
  • Proactively monitor and resolve service issues remotely over the internet
  • Assign one or more techs and/or resources to the same work order
  • Configure routing rules with intelligent automatic resource scheduling
  • Keep customers and techs informed with real-time updates and tracking
  • Empower technicians to complete tasks on any device, even offline
  • Automatically convert products to trackable customer assets

PREDICT

Transform field services from reactive to proactive by adding real-time insight, remote monitoring, predictive technology and preventative maintenance.

PLAN

Match resources to requests based on skill sets, inventory, priority, availability, location and more then automatically create and schedule your work orders.

PROFIT

Gain 360-degree visibility into your field service operations to understand where you can improve performance, what customers need, and how to increase revenue.

CAN DYNAMICS 365 FIELD SERVICE REALLY DO ALL THIS?

Growing businesses eventually find those manual, paper-driven field service processes can’t keep up with today’s expectations. Dynamics 365 Field Services is designed to help you deliver the modern, mobile experience customers and technicians want.

Let us help you connect your business and improve revenue, performance and customer loyalty—all with a solution aligned to your unique operations.

ADVANCED FEATURES OF DYNAMICS 365 FIELD SERVICE

MULTI-CHANNEL SERVICE

Cater to customers with the convenience of initiating a request by phone, email, online, social media or text.

REMOTE RESOLUTION

Using IoT, AI and remote monitoring tools, you can reduce service calls and help your customers eliminate downtime.

REAL-TIME INSIGHT

Keep managers driving optimal performance with role-based, visualized insight into the KPIs that matter most.

AUTOMATED PROCESSES

We can create exciting automations across your service lifecycle to improve accuracy and accelerate service delivery.

INTELLIGENT SCHEDULING

Automatically assign resources based on unique criteria, and easily assign multiple resources to the same work order. 

SCHEDULED MAINTENANCE

Proactively generate preventative maintenance work orders based on specific customer agreements. 

INVENTORY TRACKING

Dual integration capabilities enable you to track and maintain inventory levels in Field Service and/or ERP.

CUSTOM REPORTING

Provide customers with detailed summary reports of their work order and track your actual vs. billed labor charges. 

OFFLINE MOBILITY

Empower techs with 24x7x365 mobility and the ability to take pictures, enter time and more, even when they are offline. 

CONVERT PRODUCTS TO ASSETS

Save time when your system can automatically convert products to trackable customer assets upon installation. 

CUSTOMER ENGAGEMENT

Deliver a personalized, interactive experience including self-service tools, notifications, tracking and follow ups.

COMPANYWIDE INTEGRATION

From your systems to your people to your data, we can ensure field services are an integral part of your business.

Western Computer Transforms Field Services for Manufacturer

A leading manufacturer and service provider for precooling systems called on Western Computer experts to create a unified ERP and field service solution. The goal was to eliminate multiple siloed systems and manual processes with a single solution for business and field service management for their 15+ facilities.

By integrating Microsoft Dynamics 365 Finance, Field Service, Supply Chain Management, Common Data Service, Power Apps, Power Automate, Power BI and existing industry solutions, along with the creation of custom reports, Western Computer helped the organization achieve their goals in less than 6 months.

The new solution has completely streamlined and automated operations, enabled collaboration inside the office and out in the field, and created proactive service delivery for their equipment and their customers.

One solution to manage it all:

  • Connected field service
  • Proactive service delivery
  • Resource scheduling & planning
  • Competence management
  • Customer assets management
  • Service order management
  • IoT, AI-based alerts and suggestions
  • Contracts/Offers management
  • Sales management
  • Rentals management
  • Returns management
  • Finance and billing
  • Procurement management
  • Custom service summary reports
  • Planned: Time entry in Field Service

INTEGRATED BUSINESS AND FIELD SERVICE MANAGEMENT POWERED BY DYNAMICS 365

The advantage of choosing Dynamics 365 Field Service is the unmatched integration with the rest of your business operations from finance to sales to customer service. It’s integrated with Outlook, Excel, Power BI, and the many Microsoft applications your users already know and love. You can finally make field services part of the team, instead of a siloed department. Looking for a field service solution for your industry? We can help.

WHY CHOOSE WESTERN COMPUTER AS YOUR DYNAMICS 365 PARTNER?

At Western Computer, we want to help you make field services profitable, not bust your budget. We invest in your business and people to provide strategic solutions and services that get you where you want to be. You can depend on our experts to align your technology to your short-term and long-term goals. Let’s start the conversation and build a roadmap that makes sense.

How can optimize your field services and your business?

Learn more about our extensive services designed to maximize the value of your investment.