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Microsoft Dynamics 365

for Field Service Management

Field Service Management Solutions

Companies with field service management needs face mounting pressure to complete jobs faster and increase profits while growing a loyal customer base. However, many times the right systems and processes aren’t in place to help you combat disjointed intake issues, miscommunication between the office and technicians, scheduling complications, and growing fleet costs. The benefits of Field Service Management software combat these common issues. Stoneridge Software works shoulder-to-shoulder with your team to identify the best Field Service Management solutions using Dynamics 365 and Microsoft technology to increase efficiency and change the way your team operates for the better.

Businesses like yours, with employees in the field, care about field service customer satisfaction. Good customer service, efficient scheduling, and first-time fixes remain critical to maintaining and growing a customer base and increasing profits. If you’re relying on old software, paper documentation and reports, and a variety of Excel spreadsheets you’re not running at the speed of your competitors and aren’t able to effectively nurture new or ongoing business opportunities.

With Dynamics 365 Field Service Management software, your entire team, whether they are in the back office or in the field, has the information they need at their fingertips to make better business decisions, complete jobs faster and with fewer mistakes, and increase customer satisfaction on every call. Learn more about options for Field Service Operations, Scheduling and Dispatch software, Field Service Automation, Field Service Tracking and more!

Is Dynamics 365 Field Service for you? We can meet your field service management needs for any industry, such as:

  • Manufacturing
  • Agriculture
  • Specialty Contractor
  • Construction
  • Housing & Property Management
  • Oil & Gas businesses, and more!

Solution Map

Microsoft Dynamics for Field Service Management covers the major functions needed for any business sending employees into the field. 

Phone or email, scheduled maintenance routines, IoT device alerts, and more. How a work order comes to life is as important as how it’s managed on site.

  • Monitors or ROI Triggers
  • Purchase
  • Scheduled Maintenance and Inspections
  • Preventative and Predictive Maintenance
  • Break/Fix
  • Contract Orders
    • Manage services promised, payment agreements, balances, and terms
  • Email routing automation
  • Telephony Automation
  • Warranty fulfillment

Manage customer equipment, devices, and specialty tools in a single place. Whether your customers purchase or lease, you need to track returns, ownership, and warranty information over time.

  • Manage resources and equipment needed for service
  • Visualize appointments
  • Optimize service schedules with efficient routing and resource skillmatching
  • Track skills and certifications for individual service technicians
  • Manage schedules, working hours, vacations, etc. that impact capacity and availability

When you make data-driven decisions, you make an impact for your business. Understand process and job metrics, device-specific performance data, and more- all in one place.

  • Schedule for Technician
  • Real-Time Communication with Customer on Arrival Times, Departure, Delays, etc.
  • Capture details for services delivered from the field
  • Status Changes
  • Inspections
    • Industry Regulated Inspection Management
    • Photos, Measurements, Specs
    • Management and Documentation of Serialized equipment
  • Field Invoicing

Manage bookable resources, resource skills, and roles, and book on-site service with easy-to-manage tools and drag-and-drop scheduling.

  • Fault symptom resolution
  • Inventory availability
  • Serialized equipment
  • Resource utilization
  • Work order categorization
  • Equipment P&L

Service tasks, product and service billing, time spent on the job, and other vital information are critical to field technicians and overall field service success.

  • Track service delivery expectations
  • Provide task detail for field technicians
  • Communicate task details both internally and with clients
  • Inventory Management
  • Time Tracking and Job Costing
  • Billing & Invoicing for services delivered and product sold
  • Templating

Empower your field support team with real-time communication, work order details, and daily schedules in a single mobile solution. Run inspections, manage on-the-go changes, and obtain in-person customer signatures from a single app.

  • Return Merchandise Authorization and Return to Vendor
  • Specialty tool and equipment
  • Identify customer and company owned assets
  • IoT devicemanagement and connected field service
  • Serial number tracking
  • Warranty information
Phone or email, scheduled maintenance routines, IoT device alerts, and more. How a work order comes to life is as important as how it’s managed on site.

  • Monitors or ROI Triggers
  • Purchase
  • Scheduled Maintenance and Inspections
  • Preventative and Predictive Maintenance
  • Break/Fix
  • Contract Orders
    • Manage services promised, payment agreements, balances, and terms
  • Email routing automation
  • Telephony Automation
  • Warranty fulfillment

Manage customer equipment, devices, and specialty tools in a single place. Whether your customers purchase or lease, you need to track returns, ownership, and warranty information over time.

  • Manage resources and equipment needed for service
  • Visualize appointments
  • Optimize service schedules with efficient routing and resource skillmatching
  • Track skills and certifications for individual service technicians
  • Manage schedules, working hours, vacations, etc. that impact capacity and availability

When you make data-driven decisions, you make an impact for your business. Understand process and job metrics, device-specific performance data, and more- all in one place.

  • Schedule for Technician
  • Real-Time Communication with Customer on Arrival Times, Departure, Delays, etc.
  • Capture details for services delivered from the field
  • Status Changes
  • Inspections
    • Industry Regulated Inspection Management
    • Photos, Measurements, Specs
    • Management and Documentation of Serialized equipment
  • Field Invoicing

Manage bookable resources, resource skills and roles, and book on-site service with easy-to-manage tools and drag-and-drop scheduling.

  • Fault symptomresolution
  • Inventory availability
  • Serialized equipment
  • Resource utilization
  • Work order categorization
  • Equipment P&L

Service tasks, product and service billing, time spent on the job, and other vital information are critical to field technicians and overall field service success.

  • Track service delivery expectations
  • Provide task detail for field technicians
  • Communicate task details both internally and with clients
  • Inventory Management
  • Time Tracking and Job Costing
  • Billing & Invoicing for services delivered and product sold
  • Templating

Empower your field support team with real-time communication, work order details, and daily schedules in a single mobile solution. Run inspections, manage on-the-go changes, and obtain in-person customer signatures from a single app.

  • Return Merchandise Authorization and Return to Vendor
  • Specialty tool and equipment
  • Identify customer and company owned assets
  • IoT devicemanagement and connected field service
  • Serial number tracking
  • Warranty information

Talk to us today about solutions for your business.

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Microsoft Technology Solutions For Field Service

Field Service FAQs

If you’re wondering if Microsoft Field Service solutions are right for you, check out our frequently asked questions to learn more.

What types of organizations would benefit from Dynamics 365 Field Service?

The features and functionality included in the Field Service application apply to a wide range of industries and business types. At the most basic level, Field Service ensures you have the right tools and right person for any job, no matter the location. If any of the following scenarios apply to your business, you would likely benefit from a field service solution:

  • You generate work orders and dispatch technicians or service workers to fulfill those work orders at various locations
  • You have contracts that include services promised or warranties
  • You complete site inspections
  • You manage and monitor assets and equipment
How can a Field Service Management software help you?

Customer service, satisfaction, and loyalty are more important than ever. Through the right technology, you can exceed customer expectations while streamlining your processes and reducing costs.

  • Your dispatchers or schedulers will be able to assign the right resources to each specific job or work order.
  • Your managers will know exactly what is in inventory and where resources are located.
  • Your employees will have the information they need in order to complete work orders efficiently and accurately.
  • Your team will have access to full customer history and information.
  • Your managers can make strategic business decisions based on data related to utilization levels, quality ratings, profitability of specific jobs or roles, and more.
How can I improve my Field Service organization?

The right people, processes, and technology can help you move your field service organization forward and achieve your goals. With an end-to-end solution, every department has access to the information they need to sell more, provide better service, and gain valuable insights. Reach out to the experts at Stoneridge to show you what’s possible.

How do I best align my sales and service teams?

For many field service companies, sales and service must work closely together to ensure customer satisfaction and project success. With Dynamics 365, both teams have full visibility into project details and status. Each stage in the process from sales to delivery can include customized steps that need to be achieved prior to the project moving to the next stage. This ensures a smooth handoff from sales to service.

How should I manage inventory?

By implementing a strong inventory management process you’ll have real-time information on inventory quantities by location, including those items located on trucks or job sites. This allows you to order inventory with enough lead-time to secure better rates and possibly qualify for additional bulk discounts when you have a clear understanding of how many items you need to complete your scheduled and projected work.

Can the Field Service software be customized to fit my processes?

Dynamics 365 Field Service includes robust functionality out of the box for the majority of Field Service companies. However, some businesses have unique needs that an out of the box solution does not always solve. Dynamics 365 can be customized to include fields, process flows, and other functions to fit your specific needs.

What tools do you have to help dispatch, schedule or assign team members to jobs?

With Dynamics 365, you have the ability to assign team members to specific work orders based on job type or skill requirements. Additionally, the system can automatically route jobs to reduce drive time or backtracking. Right person, right job, right time.

How can I use sales data to help plan and coordinate my dispatch team?

With data insights, you can predict when a customer will need service and proactively contact them to schedule service. Additionally, you can schedule preventative maintenance based on historical records and data to reduce or eliminate any asset downtime.

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"High Level of Technical Knowledge"

“What I like best about Stoneridge Software is the high level of technical knowledge and the ability to handle mission-critical issues.”

– Amy Axness, Controller, J & D Manufacturing

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About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

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