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The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

The Field Service application enables you to:

  • Improve first-time fix rate
  • Complete more service calls per technician per week
  • Manage follow-up work and take advantage of upselling and cross-sell opportunities
  • Reduce travel time, mileage, and vehicle wear and tear
  • Organize and track resolution of customer issues
  • Communicate an accurate arrival time to customers
  • Provide accurate account and equipment history to the field technician
  • Keep customers updated with the status of their service call and when it’s resolved
  • Schedule onsite visits when it’s convenient for the customer
  • Avoid equipment downtime through preventative maintenance

Webinar Agenda:

  1. An Introduction to 2021 Microsoft Technology
  • Automate your Diagnostics, Spare Parts, & Warranty programs
  • What is Microsoft Dynamics 365?
  • TEAMS, & Power BI for reporting – it all works together
  1. Going further with Dynamics 365 for Service
  • General Service
  • Preventive Maintenance
  • Spare Parts
  • Site- Inspections
  • Scheduling/Dispatch
  • Work Orders
  • Asset Management
  • Advanced features:
    • Power BI
    • Teams for collaboration
    • Marketing to grow your business
    • Power Platform
  1. Introduction to Dynamics 365 CRM
  2. The four screens every CRM user should familiarize
  • Accounts
  • Contacts
  • Activities
  • Dashboards & Reporting
  • Your Sales Process


August 11, 2021
11:00 am - 12:00 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.

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