Understanding Microsoft Dynamics 365 Customer Service and Field Service

Taking care of customers is always a priority because it is ten times easier to sell to an existing customer than to find a new one. Dynamics 365 Customer Service and Field Service capabilities are the tools to help keep customers connected with your field agents and allow your organization to plan and manage your customer field requests.

Dynamics 365 CRM Customer Services help streamline scheduling, inventory management, and on-site efficiency. Customer Services offers quick and transparent communications and tracking functionalities to keep customers connected to your field agents. In addition, the component allows the automation of work orders, scheduling, and dispatching to speed up customer service response times.

The Dynamics 365 CRM Field Services component allows you to anticipate resource issues and prepare accordingly. The field services engine helps organizations optimize their resources with real-time dashboards. In addition, the service enables utilization tracking and provides a unified scheduling engine for resources.

Our webinar will show how Customer Services and Field Services:

• Boost on-site efficiency by providing technicians with mobile access to home office data.

• Understand customer preferences and history to deliver more personalized service.

• Share quotes, contracts, and scheduling information quickly and easily.

• Help automate the submission, processing, and approvals of time and expense reports for quicker customer billing.

• Help visualize costs and revenue using intuitive dashboards.

• Integrate directly with Office 365 applications to allow better collaboration.

This webinar will show many examples of Customer Service and Field Services running in a demo environment.