A Quick Overview


Characteristics and proficiency ratings

Field service allows you to define criteria for projects and set them as a requirement in any work order. Your staff have their own profile within Dynamics CRM and are able to define their proficiencies. CRM will make recommendations based on these proficiencies matching them to the defined criteria, ensuring your clients get the right person for the right job.


Mobile enabled

Your staff will often work in the field and be away from the office, without access to regular IT equipment. Field Service is accessible on an array of devices and optimized for use on mobile.


Shares resources with Project Service

Items from Project Service feed into field service, offering a range of contextual data for staff in the field.

By using Field Service and Project Service, your organization will be able to effectively manage its resources, projects and billabilities. They’ll help your service organization deliver better service, keeping your clients happier and increasing your profits.

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