Dynamics 365 Field Service
The Right Technician, at the Right Job, at the Right Time
Dynamics 365 Field Service manages on-site service from the first request to the final invoice. Work orders, scheduling, the technician's mobile app, parts and billing all sit in one system.
Mohila configures work orders, the schedule board and the mobile app for your service teams, and connects Field Service with Customer Service and Business Central so jobs, stock and invoicing stay in sync.
- Work orders from request to invoice
- Drag-and-drop scheduling for dispatchers
- A mobile app that works offline
Everything Field Service Brings Together
Dynamics 365 Field Service connects every part of your service operation in one system.
Field ServiceMicrosoft
Capabilities as described in Microsoft's Dynamics 365 documentation. Some need a specific licence or add-on.
Run Service Operations End to End
Field Service connects your office, your dispatchers and your technicians in the field.
Work orders
Create work orders from cases, emails, agreements or IoT alerts, with tasks, parts and labour for each job.
Scheduling and dispatch
Use the schedule board to assign jobs by skill, location and availability, manually or with the scheduling assistant.
Mobile app
Technicians see their bookings, directions, instructions and customer assets, capture photos and signatures, and keep working offline.
Assets and preventive maintenance
Track customer equipment and service history, and generate recurring maintenance visits automatically.
Inventory and purchasing
Manage van and warehouse stock, purchase orders and returns, with stock updated as parts are used.
Time tracking and billing
Record travel and work time, and turn completed work orders into invoices for parts and labour.
Field Service in Action
A quick look at the tools your dispatchers and technicians use every day.
Product screenshots: Microsoft.
Everything Technicians Need on the Job
For each job, technicians can see the location, step-by-step instructions, customer assets and service history on their phone or tablet.
- Turn-by-turn directions to the job
- Photos, videos and customer signatures
- Time entries for travel, work and breaks
- Follow-up work orders when a part is missing
- Works offline and syncs when back online
Copilot Helps Dispatchers and Technicians
Copilot in Field Service gives the office and the field the key facts about each job without digging through records.
Copilot features depend on your licence, region and admin settings.
From Service Request to Invoice
Connected Across Your Business
Field Service shares one customer and asset record with your other Microsoft apps.
Dynamics 365 Field Service FAQs
What is Dynamics 365 Field Service?
Dynamics 365 Field Service is Microsoft’s field service management app. It covers work orders, scheduling and dispatch, a mobile app for technicians, asset and preventive maintenance, inventory and billing.
Does the mobile app work without internet?
Yes. Technicians can download their bookings and related data to their phone or tablet and keep working offline, then sync when they are back online.
How are jobs scheduled?
Dispatchers use the schedule board to drag and drop jobs onto technicians, the schedule assistant to find the best match by skills, location and availability, or the Resource Scheduling Optimization add-on to automate it.
Can Field Service connect to Business Central?
Yes. Field Service can be integrated with Business Central so that work orders, items and invoicing flow into your ERP. Mohila sets up this connection for our customers.
Can you help us set up preventive maintenance?
Yes. We set up your customer assets and maintenance agreements so recurring visits are created automatically.
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