CRM Q&A's Archive
Tag: Field Service
How does Dynamics Field Service handle customer service requests and complaints?
Dynamics Field Service provides businesses with a range of tools to handle customer service requests and complaints effectively
Does Dynamics Field Service Support Mobile Devices?
Yes, Dynamics Field Service supports mobile devices through a dedicated mobile app that is available for both iOS and Android devices
How does Dynamics Field Service help in tracking and managing field service inventory?
With Dynamics Field Service, businesses can create an inventory of parts and supplies that are commonly used in their field service operations.
How does Dynamics Field Service integrate with other Microsoft products?
Dynamics Field Service is designed to seamlessly integrate with other Microsoft products, such as Dynamics 365, Power BI, and Office 365
Can we customize Dynamics Field Service to suit my business needs?
Yes, Dynamics Field Service is highly customizable and can be tailored to meet the unique needs of each business.
What type of reports we can generate using Dynamics Field Service data?
Dynamics Field Service provides a variety of standard reports that enable businesses to track and analyze key performance indicators (KPIs) related to field service operations.
Can Dynamics Field Service automate scheduling and dispatching of field service personnel?
Yes, Dynamics Field Service offers automated scheduling and dispatching features
How can Dynamics Field Service help improve my field service operations?
Dynamics Field Service can help improve field service operations by streamlining processes and increasing operational efficiency.
How to send current technician location and arrival times to your customers with Dynamics CRM Field Service?
Send customers automated service reminders and updates by email or text message.
What is Resource Crew Scheduling in Dynamics CRM?
Resource crews allow dispatchers to search and schedule multiple resources at once.
What is the use of resource pay types in Dynamics CRM Field Service?
The system can create one booking journal record for each of the following journal types: travel, working hours, break, overtime, and business closure
Can I use Inspections without work orders?
Organizations often need to conduct inspections independent of work orders. Currently, inspections can be added to customer assets in Field Service.
What are service task types in Dynamics CRM Field Service?
Service task types in Dynamics 365 Field Service are used to define the “types” of service tasks that you will include in your incident types
What is the use of postal codes in Dynamics CRM Field Service?
Postal codes relate to territories. However, they aren’t required for the territories feature to work.
What is the use of address suggestions in Microsoft Dynamics CRM Field Service?
Address recommendations on accounts, work orders, and booking forms let you quickly enter addresses.
What is the use of auto geocoding for addresses?
It allows dispatchers to locate work orders more effectively than providing only an address
How can I use Location and Map in Dynamics CRM Field Service?
Locations and maps are significant for getting the most value out of Field Service.
How does Field Service use accounts and contacts in a work order?
Dynamics 365 Field Service uses accounts and contacts throughout the work order process.