About the delivery
ProsessPilotene provided Dynamics 365 assistance – Triolab AS for Triolab AS. The delivery included Field Service and was completed in 2018.
The delivery consists of on-site service assignments at customer locations involving maintenance and equipment setup for new sales.
Resource allocation of service personnel with simple work distribution based on assigning a dedicated technician to each customer.
Converted from the Resco Field Service mobile app to the standard mobile app.
Value creation
Improved coordination of service personnel. Service personnel record every aspect of the service in a mobile app, allowing the customer’s service report to be easily generated through XpertDoc.
The solutions
- Field service
Field service: An overview of some of the key features and modules in Dynamics 365 Field Service:
- Work orders: This feature allows you to create, track, and manage work orders, which describe the work to be performed by technicians. You can assign resources, add service offerings, add tasks with checklists, estimate costs, and set up billing for them.
- Resource scheduling: Using the resource scheduler, you can assign technicians and equipment to work orders based on availability, skills, location, and other factors. This helps optimize resource utilization and reduce travel time and costs.
- Service agreements: You can create and manage service agreements for the long-term maintenance and support of customers' equipment. This includes the automatic generation of work orders based on scheduled maintenance intervals and the monitoring of warranties and SLAs (service-level agreements). Maintenance intervals can be daily, weekly on specified days, annually, every 36 months, etc. Both work orders and invoices can be scheduled at set intervals.
- Inventory management: Dynamics 365 Field Service lets you keep track of inventory, including spare parts and tools required to perform the work. You can also track inventory across different locations, such as central warehouses and technicians’ vehicles.
- Mobile app: With the Dynamics 365 Field Service mobile app, technicians can access work orders, updates, inventory, and customer information while on the go. They can also collect signatures, take photos, and add notes directly in the app.
- IoT integration (Internet of Things): Dynamics 365 Field Service can be integrated with IoT devices to collect real-time data from equipment, enabling proactive maintenance and faster troubleshooting. This leads to increased customer satisfaction and reduced operating costs.
- Analytics and reporting: Dynamics 365 Field Service includes built-in analytics tools and dashboards that provide insights into key performance indicators (KPIs), such as technician productivity, first-time fix rate, and average response time.
Area and keywords
Field Service
Field Service