At the desk
Match skills, availability and service needs with a usable schedule board.
Dynamics 365 Field Service
Give every visit a well-prepared technician.
Connect service requests, scheduling, equipment history and work completed in the field. We configure Dynamics 365 Field Service around your dispatchers, technicians and customers.
Consulting · Implementation · Integration · Support
One job. A shared view from dispatch to site.
Follow an illustrative service visit, from a reported fault to a reviewed service record.
Selected work orderWO-1048 · Air-conditioning fault
Northstar FacilitiesTechnicians09:0011:0013:0015:00
AshaHVAC service
MaintenanceInspection
RaviElectrical
WO-1042Repair visitWO-1045Site inspection
NehaMulti-skilled
InstallWO-1046Planned maintenance
Selected booking Skills and availability reviewed before assignment
Service reportTasks, parts and time checked before completion
Review requiredCurrent step
Capture the service need
The dispatcher records the air-conditioning fault, site and equipment so the job starts with useful context.
Service coordinator
- Customer
- Northstar Facilities
- Equipment
- AC unit · Building A
- Work order
- WO-1048
This example does not change a real record.
Select a stage to explore it. Review and approval steps always wait for your action.
Illustrative Field Service example. Select a stage or play the example.
Keep the desk, the visit and the next action connected.
Different people need different information, with one work order connecting their work.
On site
Review equipment history, complete tasks and record the visit on mobile.
Back with the team
Review service records, plan follow-up work and keep asset history useful.
Prepare the work before the van leaves.
Start with the points where your current service process loses time or context.
Your challengeWhat we configureWhat you receive
Your challengeDispatch relies on calls and spreadsheets.
What we configureResource profiles, requirements and booking rules.
What you receiveA usable schedule board.
Your challengeTechnicians arrive without context.
What we configureWork orders, asset history and mobile views.
What you receiveA prepared job pack.
Your challengeSite records return late.
What we configureMobile tasks, inspections and agreed sync scope.
What you receiveStructured visit records.
Your challengeRepeat maintenance is hard to plan.
What we configureService agreements, recurring work and asset records.
What you receiveA visible maintenance schedule.
A useful job pack in the technician’s hand.
Make the important details easy to find before and during a visit, with forms shaped around the work your technicians actually do.
- Customer, site and equipment history
- Service tasks and inspection checklists
- Parts, time and visit notes
- A service report ready for review
Offline workflows are configured and tested for the selected mobile experience. Not every mobile experience supports offline work.
Designed for your dispatchers and technicians.
Test the complete visit with the people who will schedule, perform and review the work.
- 1
Map service operations
Understand the service model, assets, agreements and team responsibilities.
You receiveService blueprint - 2
Configure scheduling and mobile
Set up work orders, resource rules, mobile forms and agreed integrations.
You receiveConfigured solution - 3
Test dispatch and site scenarios
Run real job scenarios, access checks and the selected mobile sync process.
You receiveTested job journeys - 4
Train and launch
Prepare each role, confirm cutover and agree ongoing ownership.
You receiveOperating guides and support handover
Connect the tools around the work
- Dynamics 365 Customer Service
- Finance systems
- Power Automate
- Business APIs
Resource Scheduling Optimization is a separately licensed add-in. Mobile, IoT and integration capabilities depend on the selected experience, licences and configuration.
Keep the platform useful after go-live.
Support for your people, your application and its connections.
Discuss a support plan- L1 · User helpAccess, navigation and everyday questions.
- L2 · Application supportConfiguration, automation and application issues.
- L3 · EngineeringIntegrations, extensions and complex issues.
Coverage, ownership and response expectations are agreed together.
Before we start.
Can technicians work offline?
We configure and test a supported mobile experience and its data sync for your field conditions. The refreshed mobile experience does not currently support offline work, so we assess the right option before implementation.
Is automatic scheduling included?
The schedule board and schedule assistant support planning. Resource Scheduling Optimization is a separately licensed add-in, which we assess against your scheduling needs.
Can we keep our finance system?
We scope the required connection and agree which system owns customer, work order, stock and financial records. Integration and billing rules are part of discovery.
Where does your service visit lose time or context?
Bring one work order. We’ll help shape a practical next step.
Talk through your field operationsName and email to start.