Wednesday, January 13, 2016

Microsoft Field Service: Dynamics CRM Scenarios for Field Service

Microsoft recently purchased FieldOne, gaining a suite of products for Dynamics CRM which fulfill the business requirements of field services.  Field services are for organizations which send technicians, installers, or inspectors to customer locations.  FieldOne, now Field Service, is offered along with Dynamics CRM Online.

Scenarios for Field Service include
  • Building inspectors
  • Maintenance personnel
  • Health and safety inspection
  • Appliance installation or service
  • Plumbing, heating and air conditioning
  • Home health care
  • Property management
  • Snow removal 
  • Highway maintenance
  • and many more
The following video case study illustrates how Field Service helps customers manage their resources more effectively.


Dispatchers at company locations use Field Service to create a list of places to visit, schedule appointments and create an efficient route.  The following screen is a visual representation of the daily schedule.

Field Service on PC


Field agents can use the mobile solution on devices such as tablets and smartphones to perform their tasks at customer sites. It is also used as the mechanism to communicate with dispatchers during the day.  Dispatchers can send SMS messages to field agents to let them know about changes in the schedule or other alerts.

Field Service on Android

To learn more, download e-books and other information.

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