Empower Your Business to be Proactive by Improving Your Customer Retention Rate with Dynamics 365 for Field Service

In today’s contemporary High Tech economy, the customer is definitely King to many service-driven organizations. 

Yet despite the many advances, many Field Service driven organizations still employ antiquated paper-based processes for customer service support tickets. There are often stories of field techs that go on service calls/site surveys only to record unintelligible chicken scratch that management cannot decipher. 

 This yields poor response from technicians, poor availability of important manuals resulting in large amounts of unresolved service support tickets and high customer dissatisfaction. 

Paperless field service applications provide a direct link to back end systems to provide reporting synchronization with CRM/account management and effective Mobile driven data capture so that no important notes or communication are lost in translation. 

Dynamics 365 Field Service provides adaptive, integrated solutions to common field problems and helps businesses move from reactive to proactive field service. With Dynamics 365 for Field Service, businesses can better manage their inventory, access all needed resources anywhere, gain a proactive and transparent support team that proactively solve any occurring issues.  


Benefits of Dynamics 365 for Field Service 


Synchronize inventory, set re-order points and track inventory even down to the truck level to drive efficiency and productivity. Manage your inventory across locations, including warehouses, depots, and trucks. Accurate inventory ensures you can better track your service stock for fewer write-offs, create better forecasts, and improve first-time fix rates.  


Enable technician productivity with real-time and offline information about the customer, case, and even resolution instructions. Work orders are linked to case history, parts information, product configurations, pricing, and more to ensure technicians can solve the problem and keep customers happy.  


Detect, troubleshoot, and resolve issues remotely so a technician is dispatched only when necessary.  Know about problems and solve them at minimal cost before customers are aware of the issues. Remote troubleshooting and proactive problem solving help improve customer satisfaction and resource productivity.  


Give customers a complete view of upcoming and past cases through a customer portal, share a photo and live map of their technician en route, and send updates via SMS and phone call. Keep your customers informed by putting them at the center of all service interactions. 


Get in touch to discuss your business needs! 

KTL Solutions is a Gold Certified Microsoft Implementation Partner with over 20+ years of experience. Our goal is to leverage consulting and solutions implementation expertise to help organizations eliminate manual processes and improve overall productivity within your organization.  Get in touch with us today to discuss your current project, business need and to learn about our capabilities:  Contact a KTL representative today.  

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