Skip to main content

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.

Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Understanding Microsoft AppSource and Dynamics 365

On July 6, 2016, Microsoft announced the introduction of Microsoft Dynamics 365 and Microsoft AppSource. Scheduled to be available in the fall of 2016, Microsoft Dynamics 365 will allow new ways for customers to consume Microsoft's current CRM and ERP cloud offerings based on business functions such as financials, field service, sales, operations, marketing, project management and customer service.

Microsoft AppSource will be an online store for cloud services from Microsoft and third party providers such as InfoStrat and other Microsoft partners.  Microsoft expects to offer more than 200 business SaaS apps, add-ins and content packs when AppSource launches.



The announcement garnered quite a bit of response in the press, including the Wall Street Journal and Forbes
Although all the details of Dynamics 365 have not been announced, the essence is bundling and un-bundling of products and features from Microsoft's extensive Dynamics catalog.  Microsoft is enhancing the integrat…