What is Microsoft Dynamics 365 Field Service?

Flexibility, mobility and heightened performance

Microsoft Dynamics 365 Field Service empowers your service organization to elevate its field service operations — improving customer satisfaction, first-time fix rates, and resource productivity through advanced scheduling, resource optimization, and mobile enablement.

Whether you’re a small business or a large enterprise, Dynamics 365 Field Service scales to meet your needs and seamlessly integrates with other Microsoft products and third-party applications, providing a unified ecosystem.

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Drive Excellence with Microsoft Dynamics 365 Field Service

Businesses often face challenges such as inefficient scheduling, poor customer satisfaction, and underutilized resources. Dynamics 365 Field Service addresses these issues by providing intelligent scheduling, real-time mobile access for technicians, and comprehensive asset management that allows you to:

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Improve Contract Management

Manage and maintain the accuracy of service contracts and installed products across customers and locations.

Personalize the Customer Experience

Meet customer expectations with on-time scheduling and technician location information.

Elevate Productivity

Manage work orders and appointment schedules, access customer data and maps, and capture photos, videos, and voice notes with the mobile app.

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Stay on Budget

Assign work to the right resource based on trade and control costs through “not to exceed” values on work orders.

Optimize Resource Utilization

Use the built-in schedule board to minimize travel time and maximize utilization while responding to delays, cancellations, and urgent work.

Increase Opportunities

Gain visibility into contract information for more accurate billing while helping field service teams identify new sales opportunities to drive additional revenue.

The Impact of Microsoft Dynamics 365 Field Service

346%

Return on investment

$42.65M

Benefits present value

< 6

Months to payback

AtriCure Builds a Unique Medical Device Management Solution with Dynamics 365 Field Service

A publicly traded and heavily regulated company, AtriCure needed to modernize paper-driven device inventory, history, service, and maintenance records with a digitally driven, traceable process. Learn how Velosio worked with AtriCure to help built a unique solution with Dynamics 365 Field Service.

Read the Case Study

What’s Possible with Dynamics 365 Field Service

Dynamics 365 Field Service offers a suite of tools designed to enable successful end-to-end customer engagement and field service automation.

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Intelligent Scheduling and Dispatching

Automatically assign the right technician to the right job based on skills, location, and availability, ensuring timely service delivery.

Asset Management

Maintain a detailed inventory of all your assets, track their performance, and schedule proactive maintenance to reduce downtime and extend the lifecycle of your critical equipment.

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Work Order Management

Create, manage, and track work orders, from initial request to completion, and ensure that every step of the process is documented and optimized for efficiency.

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Mobile Capabilities for Technicians

Empower your field technicians with a mobile app that provides real-time access to job details, customer information, and work orders so they can complete tasks efficiently, capture data on-site, and provide instant updates.

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Real-time Analytics and Insights

Utilize real-time data to make informed decisions, along with comprehensive analytics and reporting tools to gain visibility into your operations, identify trends, and drive continuous improvement.

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IoT Sensors

Remotely detect and proactively resolve issues before customers are aware, using IoT sensors. Move from a scheduled services model to just-in-time predictive maintenance triggered by IoT data.

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Offline Access

Leverage the power of a mobile-optimized experience—including offline access to bookings, work orders, and assets.

Customer Surveys

Gain customer insights with automated, personalized customer surveys after completing field service calls.

Microsoft Copilot: Your AI Partner in Productivity

Copilot for Dynamics 365 Field Service is your AI field assistant—boosting tech efficiency by scheduling and guiding work and providing instant summaries.

Learn More About Copilot

Why Choose Velosio as Your Microsoft Partner?

Velosio is among the largest and most recognized Microsoft Dynamics partners. Many years as a recognized leader in ERP, CRM, Cloud productivity, and business intelligence solutions has repeatedly landed Velosio in the top 1% of Microsoft Dynamics Partners worldwide.

By partnering with Velosio you can ensure:

Industry Expertise

Velosio’s seasoned advisors specialize in midmarket companies, ensuring tailored solutions that address specific industry needs. This gives us a unique edge in the ability to provide insights and strategies that drive real results.

Cloud Applications Leadership

As a leading cloud applications partner, Velosio empowers businesses to leverage cloud technology effectively. Whether it’s Dynamics 365, Azure, or Office 365, Velosio guides clients toward competitive advantages.

Transformative Solutions

Velosio’s deployment models swiftly guide clients to the right solution, helping them maximize their technology investments. From ERP to CRM, Velosio ensures that businesses stay ahead in today’s dynamic market.

Your Success is Our Focus

You won’t find a partner with people more passionate about making their clients into heroes. Velosio attracts the most experienced consultants and technologists around who go beyond implementation. Our team is dedicated to helping you unlock the full potential of Dynamics 365 Field Service.

Our Latest Recognitions

Whether you’re curious about our software solutions, services, or support, we’re ready to answer all your questions.

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Dynamics 365 Field Service Pricing

Dynamics 365 Field Service
$95 US
user/month

Get complete field service management, including step-by-step guides and remote expert assistance.

Dynamics 365 Field Service Contractor
$50
user/month

Seamlessly assign and manage external frontline technicians.

Does not include implementation costs.

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Dynamics 365 Field Service Licensing

Find the licensing option that’s best for your business.

Included  | Limited
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Phillips Corporation Modernizes Service Operations and Increases Revenue Using Dynamics 365 Field Service

Velosio helps Phillips Corporation modernize its legacy on-premises Microsoft Dynamics solution by upgrading to the latest cloud capability.

Read the Case Study

Your Team of Experts

Jason Wietharn
Jason Wietharn
Practice Director, Customer Engagement
Velosio
Jason works with companies across the globe to strengthen the experience they provide their users and clients. With years of hands-on experience with Dynamics 365, coupled with real-world business experience, Jason understands how today’s modern technology can help project-based businesses overcome challenges and become more profitable.
Jackie Simens Velosio
Jackie Simens
CE Consulting Manager
A technology solution is only as good as the people who use it. Jackie’s passion is ensuring your team members love the solutions you put in place and quickly adopt new processes.
Kandarp Vaishnav
Kandarp Vaishnav
Principal Consultant
Photo of Dave Sigler
David Sigler
Principal Consultant
Velosio
Over nearly 30 years, Dave has held the titles of field service tech, project manager, and field service engineer before shifting his focus to the technology that makes field service operations more effective.

Dynamics 365 Field Service Frequently Asked Questions

How long does it take to implement Dynamics 365 Field Service?

What is the cost of migrating to Dynamics 365?

How does Dynamics 365 integrate with other systems?

What if I want to add additional Dynamics 365 products, such as Dynamics 365 Finance or Dynamics 365 for Sales?

Is my data secure with Dynamics 365?

What training and support are available for Dynamics 365?

What mobile capabilities does Dynamics 365 Field Service offer?

Can Dynamics 365 Field Service be used offline?

Have a question? Our team of experts are here to help!

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Field Service Management Software (Dynamics 365 for Field Service)