Dynamics 365 CRM
Field Service Module
The Microsoft Dynamics 365 Field Service module connects your back office, service dispatchers, and on-site technicians to deliver proactive, high-quality service. From intelligent scheduling to mobile work order management, Field Service ensures the right resource gets to the right place at the right time, every time.
With the Field Service module in Microsoft Dynamics 365 CRM, you can streamline scheduling, empower technicians with mobile tools, and deliver exceptional service experiences. KTL Solutions can help you implement, customize, and optimize Dynamics 365 Field Service to fit your operational needs, ensuring your teams are equipped to work efficiently, respond quickly, and keep customers satisfied.
Optimized Scheduling
Automatically assign jobs to the best-suited technicians based on skills, location, and availability.
Mobile-First Experience
Technicians can access job details, capture photos, and update records on-site.
Proactive Maintenance
Use IoT sensors to detect issues before they cause downtime.
Connected Workflows
Link service orders to inventory, billing, and customer records.
Customer Transparency
Provide appointment reminders, technician tracking, and real-time updates.
Core Features of Microsoft Dynamics 365 CRM Field Service
Intelligent Scheduling and Dispatch
Automatically assign jobs to the right technician based on skills, location, priority, and availability. Use AI-powered scheduling to reduce travel time and costs, and improve first-time fix rates.
Comprehensive Work Order Management
Create, track, and update work orders from start to finish. Link service tasks directly to customer records, assets, warranties, and inventory for complete operational visibility.
Mobile Technician App
Equip field staff with a mobile-friendly interface to access job details, customer history, asset records, and step-by-step instructions. Capture photos, collect signatures, and update statuses in real time.
Asset and Inventory Tracking
Manage parts, tools, and equipment from the warehouse to the job site. Track asset lifecycles, warranty details, and parts usage to ensure accurate billing and proactive maintenance.
IoT-Enabled Predictive Maintenance
Integrate IoT sensors and connected devices to detect equipment issues before they become critical. Automatically trigger work orders based on real-time alerts and performance data.
Customer Communication and Transparency
Keep customers informed with appointment reminders, technician location tracking, and post-service surveys. Build trust by providing real-time updates and clear service timelines.
KTL Delivers the Best Dynamics 365 Implementation Experience
Migrate from any third party provider and implement Microsoft solutions across your entire organization. Industry-tailored Microsoft solutions are designed to help your business achieve more with innovative Office apps, intelligent cloud services and world-class security.
Our Proven Implementation Process
Streamlines Processes, Promotes Adoption and Drives Results
Consult
We’ll discuss your project vision and challenges, define objectives, set KPIs, allocate resources, and schedule deliverables to ensure project success.
Configure
Tailoring software to your processes, we gather requirements from every line of business for seamless alignment and functionality.
Test & Train
Rigorous testing and hands-on training ensure confidence and readiness for a smooth launch without disruptions.
Go Live
We support your launch and quickly address any issues, ensuring a seamless transition to live operations.
Get the support you need so you can focus on the future.
Hear what KTL Solutions’ Customers are saying.
“KTL has done more to help our organization in 9 months than our previous partner did in 5 years. They have been a great addition to our team!”
IT Director
Professional Services Firm
“KTL Solutions has been a fantastic resource in discussing strategies that work best for our company. KTL has been there!”
IT Director
Professional Services Firm
Get More from Dynamics 365 with KTL Solutions
If you partner with us, we’ll make sure your Microsoft technology is implemented, managed and optimized for success. From improving security to customizing solutions, our services are designed to meet your unique business needs.
Microsoft Solution Implementation
Migrate seamlessly from third-party platforms and implement Microsoft 365 or Dynamics 365 across your organization with minimal disruption.
Managed IT Services
Secure and monitor your IT environment with our ongoing managed services, or complete specific projects with defined deliverables tailored to your needs.
Custom Microsoft Development
Build fully integrated, custom solutions designed to complement and enhance your Microsoft 365 or Dynamics 365 implementations.
Security & Compliance Configuration
Configure Microsoft 365 and Microsoft Exchange Online to meet HIPAA compliance and other regulatory standards, with BAA coverage included.