Work order design
Job types, skills, territories and SLAs modelled on how work is actually dispatched.
Business Applications
Dynamics 365 Field Service for work orders, scheduling and assets
Field Service brings work orders, technician scheduling, assets and mobile execution into the same platform as your customer and case data. BD-S implements it for maintenance, inspection and service-delivery teams.
The problem it solves
Why organisations look at Dynamics 365 Field Service
Scheduling by phone and whiteboard
Dispatch depends on a few people and changes are hard to communicate.
Assets without history
Inspections and repairs are recorded on paper or in forms that never reach the asset record.
Field and office disconnected
Technicians cannot see case context; the office cannot see job status.
Where BD-S adds value
More than a product install
Scheduling fit for purpose
Manual, assisted or optimised scheduling chosen to match volume and complexity.
Mobile that works offline
The Field Service mobile app configured for the forms, photos and signatures crews need.
Assets and IoT where justified
Asset hierarchies, maintenance schedules and connected-device alerts when they add value.
Services
Advisory and implementation
Field operations discovery
Work types, resources, assets, mobile and reporting requirements.
Implementation
Work orders, scheduling, mobile app, inventory and dashboards.
Asset and inspection modelling
Asset registers, inspection templates and maintenance plans.
Integration
Connection to asset management, finance and GIS systems.
Use cases
Where it fits
- Facilities and asset maintenance for a government agency
- Inspection and compliance programs
- Utility and infrastructure service crews
- Installation and after-sales service for an enterprise
Part of the wider Microsoft ecosystem
Field Service shares accounts, cases and assets with Customer Service and can bill through Business Central or Finance. Power Apps extends mobile forms and Azure services connect to IoT and mapping.
Governance and security
Built to be governed
- Environment strategy, solution layering and ALM through Power Platform pipelines
- Security roles, field-level security and data access mapped to your policies
- Audit, retention and data residency settings confirmed for Australian tenancy
- Release governance with change approval and rollback
Adoption and managed support
After go-live
The managed service covers mobile app updates, scheduling configuration changes, seasonal capacity adjustments and support for field and dispatch users.
Related Microsoft capabilities
Talk to us about your Microsoft environment
Tell us where Dynamics 365 Field Service fits in your plans and we will suggest a sensible first step.