AI-Powered Dynamics 365 Field Service

Streamline your customer experience with Dynamics 365 Field services. Automate case management, track resources, and resolve issues faster to deliver consistent, high-quality support.

Why does your business need Dynamics 365 Field Service?

Proactive Support, Exceptional Customer Experience

Any CRM solution aims to improve customer service to enhance their experience and stay loyal to the brand. With Dynamics 365 Field Service, you can proactively sense customers’ pain points and serve them better to keep them happy with minimal or no downtime.

360° Visibility into Field Operations

Get a single, unified view of customer issues, field service assignments, routing, technician work, and status updates – all in real time for complete visibility and better decision-making.

Schedule Smarter, Work Faster

Schedule the field service automatically focusing on customers’ needs and match it with the technician’s skills and tools to ensure that the job is completed urgently and smoothly, resulting in improved customer satisfaction rates.

Maximize Field Team Efficiency

With IoT proactive service alerts, workers minimize the customer downtime while equipping them with the right tools and information to deliver faster, higher-quality service and boost overall productivity.

Deliver Personalized Experiences

Your customers’ needs must be analyzed to ensure proper allotment of the right technician. Provide the customized field services to improve customer satisfaction, relationships, and loyalty.

Copilot in Dynamics 365 Field Service

Work order management

Create work orders proactively and allow Copilot to assign technicians based on skills, availability, and location. Monitor progress, track performance, and use insights to ensure timely completion and maximize customer satisfaction.

Scheduling operations agent

Copilot in Dynamics 365 Field Service monitors technician performance and customer satisfaction in real-time. Intelligent dashboards provide actionable insights during service allocation, execution, and completion, helping teams boost performance and deliver exceptional customer experiences.

Field service analytics

Copilot in Dynamics 365 Field Service uncovers insights into technician performance and customer satisfaction with real-time service data. Live dashboards refresh through work allocation, service execution, and completion, thus enabling teams to improve productivity and quality of service.

Remote work management

Copilot in Dynamics 365 Field Service supports the self-scheduling feature in CRM that presents slots available and guides customers to book services at preferred times. It provides a summary of technician statuses and customer feedback, enabling the organization to continuously improve the service delivery.

Task optimization

Dynamics 365 Field Service equips technicians with comprehensive work order details before dispatch, Copilot supports in presenting the essentials, highlighting the priorities, and summarizing the task requirements. And with mobile access and integrated collaboration capabilities, team managers can offer guidance to technicians remotely, enabling them to attend to additional work orders more effectively.

AI Agents in Dynamics 365 Field Service

Scheduling Operations Agent

The Scheduling Operations Agent in Dynamics 365 Field Service automatically schedules and dispatches field technicians based on skills, location, and availability while optimizing routes to reduce travel time and costs. It dynamically adjusts schedules to handle changes, balance workloads, meet SLAs, and ensure on-time service delivery.

Our Services

Partner with Intech to implement a field service solution that will boost your business operations at jet speed with efficient workflows and satisfied customers. Dynamics 365 Field Service enhances your response times and field service quality, leading to happy customers and measurable ROI.

Implementation

We customize the Dynamics 365 Field Service solution to align with your existing workflows and accelerate your go-live by integrating this module into the existing CRM landscape.

Training

Our expert instructors conduct training for your technicians, managers, and other executives to help you adopt the solution seamlessly and harness its benefits for your business.

Migration

Our timely intervention helps you migrate from the current manual system to automated field services with smooth data migration and minimal downtime.

Support

We are always there with post-implementation support services for your business, including updates, maintenance, and optimization to streamline your field operations.

Flexible Licensing Options for Dynamics 365 Field Service

Dynamics 365 Field Service

Manage your entire field service operations with this license package that includes remote guidance and expert support.

Dynamics 365 Field Service Contractor

With this license, you can allot external frontline technicians to tasks and manage their work and performance.

Successful customer stories

How customers like you are using Field Service
Automate your field service operations with Dynamics 365 Field Service.

Predict maintenance needs with AI, schedule technicians based on skills and location, and get customer feedback – all optimized for seamless customer experiences.

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Frequently Asked Questions

Any business question, answered with precision.

What AI capabilities does this AI solution for business possess?

The various AI capabilities that add quality, efficiency, and automation to the functioning of Dynamics 365 Field Service are:

Copilot enables technicians to find answers to customers’ queries in product manuals or historical cases to assist in faster and effective issue resolution.
Using AI and natural language, you can find any and every information about work orders, improving technicians’ productivity.
AI also helps in optimizing the selection of technicians for the said task based on skills, proximity, and availability.
With timely analysis of technician performance, customer feedback, and work orders, you can generate insights on scheduling and customer satisfaction.
You can take a proactive approach to field service operations with the help of AI and IoT’s predictive maintenance, including anomaly detection and preventive work order alerts.

Which are the ideal industries to achieve the maximum benefits from Dynamics 365 Field Service?

Dynamics 365 Field Service involves technicians’ assignment to customer locations. This is primarily present in sectors such as healthcare, construction, utilities, oil and gas, equipment maintenance, manufacturing, telecommunications, property management, and HVAC.

How does the built-in integration with Teams and Outlook help the users of Dynamics 365 Field Service?

Teams and Outlook enable AI-powered transformation in communication, collaboration, scheduling, customer engagement, and productivity. These tools help in:

Confirmations, reminders, and follow-ups with customers through Outlook to engage better with customers
Chatting, file sharing, and work order updates on Teams for technicians to collaborate
Remote teams’ access to the Teams’ mobile app for enhanced productivity
Calendar integration on Outlook for technicians’ schedule management
Centralized access to information on Teams and Outlook for increased accuracy
Collaboration in real time on Teams chats or calls

If my business grows, will I be able to scale this solution?

Yes, Dynamics 365 Field Service is a scalable solution. It is built on Microsoft Azure, so if you add new modules, territories, or technicians, the solution can manage the added workload easily with the same efficiency.

How does the solution manage assets and inventory?

Your business inventory is stored in warehouses or depots, which you can monitor in real time due to this solution’s centralized tracking system. On work allotment, the system reserves the required tools from the inventory for use in the job.

This AI solution for Microsoft Dynamics 365 enables viewing and updating of inventory, returns after use, and transfer between locations. These features allow you to track and manage assets efficiently, plan preventive maintenance, and eliminate unnecessary procurement.