Perfectly planned Field Service

Many service-oriented companies still use a large amount of paper for their processes in a chaotic manner. This often results in inefficient processing of service orders.

Dynamics 365 for Field Service helps you consolidate data, provide the right information at the right time, and thereby put your service management process on the path to success. Ensure efficient on-site customer support, thereby turning service cases into strategic advantages. The solution delivers everything your teams need – from optimised deployment planning to preventive maintenance functions.

Field Service fully maps the service order processes directly in Dynamics 365 – from recording the need to carry out a service job to scheduling the service technician through to invoicing.

  • Simplify service call planning with map views and geo-visualisations.
  • Provide information about customers and instructions in real time.
  • Easily integrate any resources via the Microsoft Azure IoT Hub.
Perfectly planned Field Service

Your benefits

Optimised trip and deployment planning

Optimised trip and deployment planning

Use the high-performance planning tools to handle a larger number of calls each day and to plan the capacity utilisation of your technicians, routes, trips and the required replacement parts as effectively as possible.

  • Boost the first-time fix rate by consistently deploying the most suitable technician.
  • Promptly assign your resources to new orders.
  • Map-based visualisation and drag and drop functions simplify deployment planning for the back office and your schedulers.
  • The technician can view the route to the customer or construction site directly on the tablet or smartphone, thereby saving valuable time when planning daily trips.

Greater mobility for your service technicians

Greater mobility for your service technicians

Provide your technicians with everything they need to successfully carry out field-service jobs by supplying them with high-performance, user-friendly mobile apps for iOS, Android and Windows.

  • Deliver information about customers and instructions in real time, both online and offline.
  • Assist your technicians with barcode, RFID and credit card readers.
  • Process orders (with signature capturing, among other things) on the go.
  • The technician has access to a wide range of additional information, such as documents, images, videos that explain the conditions at the construction site, installation notes and hotel reservations.
Preventive maintenance

Preventive maintenance

Move away from the conventional, demand-driven model for carrying out repair jobs to a more profitable, fail-safe service model that integrates data collection, analyses and warnings.

  • Easily integrate any resources via the Microsoft Azure IoT Hub.
  • Benefit from the functions for remote monitoring and preventive maintenance.
  • Automate remote repairs to minimise the number of visits by technicians.
Professional service agreements

Professional service agreements

Offer professional services for your customers – either as ad-hoc services or as part of the current maintenance agreements.

Precise advance information about service calls and integrated inventory management for the required replacement parts.

Comprehensive inventory management

Comprehensive inventory management

Harmonise your inventories across multiple storage locations.

Define minimum quantities and reorder intervals, and track inventory data at the level of individual service vehicles.

Self-service for your customers and business partners

Self-service for your customers and business partners

Provide your customers and external service partners with access to important data.

  • Ticket system via a preconfigured online portal
  • Planned service calls
  • Invoices
  • Knowledge bases

Customer Journey

Distribution and Sales

Boost and accelerate your sales with Dynamics 365 for Sales. Utilise digital intelligence with every closing to foresee the needs of your customers in advance and assist them with a personal touch. → more

Customer Service

Offer outstanding service in order to boost brand affinity and customer loyalty. Dynamics 365 for Customer Services helps you deliver consistent, impressive services. → more

Project Service Automation

Powerful functions enable you to comprehensively manage your projects and impress your customers with optimum results. → more

Stay in touch

Tel +49 34297 648 0
sales@be-terna.com