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