Field Service Included in Dynamcis 365

Field Service Included in Dynamcis 365


There are new field services features coming in the fall release of Dynamics 365. Field Service is a business application that is a part of Dynamics 365and integrates with other business applications like sales, project service automation and customer service to provide end to end customer engagement.


Organizations constantly strive to improve customer satisfaction and improve resource productivity. A field service management tool ensures this by making sure the right person with the right skillset and parts show up in the right place at the right time. But, simultaneously improving both customer satisfaction and productivity is a challenge. In the past, if you spent a lot of time with a customer to make them happy, your productivity decreased. Or, vice versa, if you try to for in a few more appointments in each day, you may compromise on your quality of work and customer interactions.


Today however with Dynamics 365 for Field Service enabling digital transformation, organizations can achieve both. Dynamics 365 empowers companies to deliver predictive and proactive service to improve customer statistics, first time fix rates and resource production through advanced scheduling, resource optimization and mobile enablement.


Field Service Workflow in Dynamics 365:

Receive Job

  • Order, Phone Call, Social Media, loT Device

Scheduling and Dispatch

  • Manual Assisted Automated Optimization

Customer Contact

  • Voice, Text/SMS, Portal

Performance Service

  • Instructions, Update Parts, Opportunities

Collect Payment

  • Onsite Invoice

Complete Work Order

  • Approval


Highlights – Improved Existing Capabilities and What’s New:

  • Connected Field Service
  • Resource Scheduling Optimization
  • Scheduling Unification
  • Customer Communications
  • Empowered Maps
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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.