Intelligent Delivery with Microsoft Dynamics 365 Field Service

Provide Outstanding Service

Move from reactive to proactive to predictive service using data insights and connected experiences. Dynamics 365 Field Service transforms your entire service fleet, connecting dispatch to on-site workers.

Business Assessment

Design & Development

Personalize customer experiences

Build trust and loyalty by delivering empathetic, connected service experiences that adapt to your customers’ evolving needs.

Engage with your customers Meet customer expectations with on-time scheduling and technician location information. Provide post-engagement surveys Gain customer insights with automated, personalized customer surveys after completing field service calls using Dynamics 365 Customer Voice. Offer self-service scheduling Provide self-scheduling options for the convenience of your customers.

Increase Worker Productivity

Equip employees with the right tools and relevant work-order data so they’re prepared for each service dispatch, every time.

Give technicians access to in-context help Use knowledge base articles to increase first-time-fix rates. Resolve cases faster with remote collaboration Consult with experts in real time to solve problems faster and perform remote inspections with Dynamics 365 Remote Assist. Augment technicians in the field Manage work orders and appointment schedules, access customer data and maps, and capture photos, videos, and voice notes with the mobile app.

Optimize service operations

Get actionable insights, share critical data, and access real-time remote expert support using IoT and AI-driven tools to boost first-time fix rates.

Dispatch the Right Technician Use AI-enabled scheduling recommendations and manual, semi-automated, or fully automated scheduling to choose the right technician at the right time Better Manage Resource Assignments Use the drag-and-drop schedule board and interactive map to assign the nearest available technician. Cost-effectively Assign Work Assign work to the right resource based on trade, and control costs through “not to exceed” values on work orders.

Dispatch the right technican - automated scheduling

Deliver Proactive Service

Equip employees with the right tools and relevant work-order data so they’re prepared for each service dispatch, every time.

Transform your business with IoT data Turn your cost centre into a profit centre by moving from a scheduled services model to just-in-time predictive maintenance triggered by IoT data. Effectively manage asset history Ensure that technicians have the latest asset data, synchronized across Dynamics 365 Business Central, Finance and Supply Chain Management, to improve service accuracy. Get a 360-degree view of customer needs Exceed expectations with the combined capabilities across Dynamics 365 Platform including asset hierarchy, locations, and service-level agreements.

Empower your entire organization with Microsoft Copilot AI Assistant

Exceed customer expectations by delivering exceptional service.

Microsoft Copilot

“Our team doesn’t just implement software. We help you make your business better.“

Steve Ewing, Vice President

Need a New Microsoft CRM Partner?

With change in mind, we suggest you consider hitting the proverbial “RESET BUTTON” and re-evaluate ‘where you are now’; and ‘where you want to be‘.

Need a new partner

Steve Ewing, Vice President

Phone: +1-888-257-3577 x 213

Email: sewing@purelycrm.com

CRM Industry Accelerators

CRM Industry Accelerators

Provide Outstanding Service

Personalize customer experiences

Increase Worker Productivity

Optimize service operations

Deliver Proactive Service

Steve Ewing, Vice President

Need a New Microsoft CRM Partner?

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