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Key features

Field Service Management platform providing enterprise companies with tools to streamline their business processes – from real-time mobility across every major device, to routing and workflow automation.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

Asset and Equipment Management

Manage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history.

Customer and Partner Engagement

Portals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of your Dynamics 365 to deliver self-service options to enhance the customer experience.

Knowledge Management

Make crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners, and field technicians.

Work Order Management

Create work orders directly from a case, customer portal, email, or directly from your CRM and track against SLAs, entitlements, revenue and related costs, and invoicing.

Scheduling and Optimization

Automatically schedule and assign resources based on skills, location, required parts, and work load. Routes are optimized to meet SLAs and minimize drive times.

Service Contracts

CRM service contracts help you maintain warranty and entitlement information organization-wide.

Inventory, Parts and Logistics

Get real-time updates to ensure accurate inventory including the ability to reorder directly from Dynamics 365.

Mobile

Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.

Analytics

Built with technicians and field agents in mind, Dynamics 365 mobile capabilities leverage the built-in features of Android, iOS, and Windows.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

Customer and Partner Engagement

Portals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of your Dynamics 365 to deliver self-service options to enhance the customer experience.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

Hear from our customers

  • VIDEO SUCCESS STORIES

    Kelly Roofing

    Kelly Roofing uses CRM for Microsoft Dynamics 365 Field Service Functionality to communicate and coordinate with their crews on the ground.
  • CUSTOMER SUCCESS STORIES

    National Oilwell Varco

    NOV transformed its ability to effectively manage and schedule resources worldwide, collaborate across departments, and make data-driven decisions based on real-time updates by utilizing Dynamics 365 for Field Service.
  • CUSTOMER SUCCESS STORIES

    Red Door Company

    Red Door Company uses Microsoft Dynamics CRM and HCLTech’s suite of PowerPack add-ons to centralize their customer data, manage leads, automate marketing, provide mobile access to data, streamline their customer feedback process, and ensure responsive customer service.

Fundamentally transforming Field Service

With Connected Field Service, your organization can harness the power of IoT (Internet of Things) to improve field service efficiency and delight your customers.

Imagine identifying and remotely resolving equipment issues before the customer even knows there’s a problem – with Connected Field Service, that kind of troubleshooting and proactive problem solving can become your new normal.

Real-time Monitoring

Provides a 360-degree view of an asset, optimizes asset management, increases remote service efficiency, and reduces operational expenses.

Azure Data Collection and Machine Learning

Predicts parts and asset failure and automates diagnostics based on fault codes and past service history.

Business Intelligence

Provides base visibility and monitoring, including average time to failure, parts performance, and more.

Fundamentally Transforming Field Service

With Connected Field Service, your organization can harness the power of IoT (Internet of Things) to improve field service efficiency and delight your customers.

Imagine identifying and remotely resolving equipment issues before the customer even knows there’s a problem – with Connected Field Service, that kind of troubleshooting and proactive problem solving can become your new normal.

Connected Field Service: Connecting things, data, people, and processes

Click to enlarge graphic

Real-time Monitoring

Provides a 360-degree view of an asset, optimizes asset management, increases remote service efficiency, and reduces operational expenses.

Azure Data Collection and Machine Learning

Predicts parts and asset failure and automates diagnostics based on fault codes and past service history.

Business Intelligence

Provides base visibility and monitoring, including average time to failure, parts performance, and more.

Resources

e-book

Your Guide to Quickly Driving Utilization & Profits

In this eBook, how Dynamics 365 Field Service and RSO work together to extend the capabilities of your utilities service delivery.
infographic

7 Innovative Ways Microsoft's Connected Field Service Drives Profitability

In this infographic, learn seven specific ways Connected Field Service ultimately helps drive profitability for today’s field service organizations.
webinar

Do More with Less: 6 Tips to Simplify the Most Complex Customer and Field Service Issues

In this webinar, Customer Care and Field Service experts from HCLTech discuss how businesses are implementing Microsoft technology in an effort to solve many of their most complex service issues.

Resources

  • E-BOOK

    Your Guide to Quickly Driving Utilization & Profits

    In this eBook, how Dynamics 365 Field Service and RSO work together to extend the capabilities of your utilities service delivery.
  • INFOGRAPHIC

    7 Innovative Ways Microsoft's Connected Field Service Drives Profitability

    In this infographic, learn seven specific ways Connected Field Service ultimately helps drive profitability for today’s field service organizations.
  • WEBinar

    Do More with Less: 6 Tips to Simplify the Most Complex Customer and Field Service Issues

    In this webinar, Customer Care and Field Service experts from HCLTech discuss how businesses are implementing Microsoft technology in an effort to solve many of their most complex service issues.

We’re Here to Help

Interested in learning how Dynamics 365 can impact your Field Service management? PowerObjects will help you.

We’re Here to Help

Interested in learning how Dynamics 365 can impact your Field Service management? PowerObjects will help you.