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Dynamics 365 Field Service is a CRM solution that helps businesses relying on onsite services deliver exceptional customer experiences—powered by generative AI, the Internet of Things (IoT), and mixed reality.
Dynamics 365 Field Service is a cloud-based CRM software designed to help businesses manage and optimize their field service operations. Using AI-driven insights and IoT capabilities, it enables organisations to:
Copilot creates work orders automatically—using information from emails, messages, and service history. This reduces manual effort and helps ensure orders are accurate, consistent, and ready in no time.
Struggling with last-minute changes? Copilot helps you assign the right technician—based on skills, location, and availability. It can even reschedule appointments automatically, helping reduce delays and improve first-time fix rates.
Copilot supports technicians in the field with real-time troubleshooting tips, step-by-step repair instructions, and relevant documentation. This enables faster issue resolution without the need for for backup.
Copilot handles job summaries, logs service activities, and updates CRM records automatically. Technicians can spend less time on reporting and more time focusing on service quality.
Copilot analyzes IoT sensor data and service history to predict potential equipment failures before they occur. This shift from reactive repairs to proactive maintenance helps reduce downtime and improve service reliability.
Copilot automates customer updates with a personalized touch. It generates service notifications, follow-up emails, and real-time status updates, keeping customers informed throughout the entire service process.
At BE-terna, we help businesses leverage Microsoft Dynamics 365 Field Service—a powerful CRM solution—to optimize field operations, reduce costs, and improve customer satisfaction.
Focus on better response times with the help of technology.
Plan work more efficiently and make your business more profitable.
Empower your technicians with a powerful mobile solution
Connect your existing ERP, BI solution or IoT technology seamlessly with integrated field service processes.
Impress your customers with great service
Shorten sales cycles and control your sales funnel
Deliver right message at the right moment to right audience
Seamless implementation for immediate impact
We tailor Dynamics 365 to your business needs, optimizing processes and empowering your sales team with the right tools from day one.
Upgrade your existing solution and bring your business to the next level
Whether you’re upgrading from an older version or migrating from another CRM, we make the process seamless and stress-free.
Ongoing support for continuous success.
We will support you along your journey, whether you are looking for a new support partner or as a follow-up process after the implementation.
We have all heard of the IoT by now, and we know that we are surrounded by it. The question is, how can we use it for business and more importantly, why should we use it?
Microsoft Dynamics 365 Field Service is a field service management solution that helps businesses efficiently handle work orders, scheduling, dispatching, and technician productivity. It leverages AI, IoT, and automation to enable proactive service and real-time insights.
Organizations that rely on onsite services, including:
Yes! The mobile app (iOS & Android) enables technicians to:
Dynamics 365 Field Service tracks:
Yes! It offers:
Absolutely! Dynamics 365 Field Service seamlessly integrates with: