Dynamics 365 Field service is a cloud-based software application from Microsoft to effectively manage any field service organization’s operations. It has features to support CRM, work order management, scheduling and dispatching, preventative maintenance, customer asset management, inventory etc. It also has a mobile app for the technicians to use and connect from the field.
Yes, Dynamics 365 field service comes with Mobile app that can run on any mobile device or platform such as iPhone, iPad, android phones, android tablets and Windows 10+ devices. Technicians can see their job schedule, job details and update them after completing the service.
D365 Field Service application benefits any typical field service organization to complete more work orders per technician, first-time fix rate, reduce mileage, tracking and real time collaboration with technicians/agents on the field, managing preventative maintenance schedules, track truck /van inventory, enhanced customer satisfaction etc.
Yes. D365 Field service can be easily customized and extended using native power platform technologies such as power automate, power apps etc.
Yes, Microsoft Dynamics 365 Field Service fully supports managing each field technician truck inventory stock. Service managers and dispatchers can easily see the on-hand quantity that is available in each truck. It also helps to transfer parts from one truck to another truck between the technicians if needed.
Yes. D365 Field service is natively integrated with Microsoft D365 Business Central. Other 3rd party applications can be easily integrated by developing API connections or using Microsoft Power Platform technologies.
Yes, Dynamics 365 Field Service mobile app works offline where there is no cellular data signal in some remote places. Offline capabilities allow technicians to view job details and update them. When the app gets data connection it synchronizes with D365 field service application.
D365 Field Service Mobile app license is included with D365 Field Service application cost.
Dynamics 365 Field Service app has contractor license at a reduced cost that allows contractor or third-party technicians to access subset of core features to view, complete and update their assigned jobs.
Yes, using your mobile device camera, you can take pictures in D365 Field Service application or attach an existing picture to the work orders.
Yes. AVEC DT technical and industry experts will be happy to show you a live demo of Dynamics 365 application. Please submit your request in this link and we will reach out to you at the earliest and show we can empower and elevate your business.
Microsoft Dynamics 365 Project Operations is a cloud-based software application from Microsoft to effectively manage and deliver projects in any project or professional service organization’s operations involving project sales and contracts, project management, time entry, expenses and billing, managing project resources such as human and/or materials,
Microsoft has upgraded Dynamics 365 Professional Service Automation with Dynamics 365 Project Operations with more advanced features natively integrating with D365 Finance and Operations Dual Write integration technology to support project accounting.
Microsoft ends support to Dynamics 365 PSA beginning March 31st, 2025. Beyond this date, there will not be any future enhancements, updates, bug fixes or any support to PSA platform from Microsoft. It is strongly recommended to upgrade to D365 Project Operations and benefit from many new advanced features for project organizations.
Yes. D365 Project Operations can be easily customized and extended using native power platform technologies such as power automate, power apps etc.
Microsoft D365 Project Operations can be deployed in three different modes depending on the organization requirement.
No. There is no out of the box solution to change deployment type. You will need custom scripts and data migration to move to a different deployment type.
Yes. Project resource requirements can be fulfilled by external contract resources. Project subcontract setup helps to manage them.
Yes. D365 Project Operations allows us to assign resources from a different unit or branch in the same project. If the branch organization is from a different country their cost can be setup in their own currency while billing customers in a different currency.
Yes. In Microsoft D365 Project Operations you can set up more than one person as an approver in the same project.
Yes, Project contract specific price list can be modified at any time to support future billings. The multiple price list can also be set up with effective date ranges in Dynamics 365 Project Operations.
Yes. Copilot AI helps to create project status reports with KPIs, which provides insights into budget tracking, project performances and task metrics etc.
Yes. Tangible items such as equipment, parts, license etc. can be used right from project estimation, delivery to billing in D365 Project Operations.
Yes. D365 Project Operations can be easily integrated by developing API connections or using Microsoft Power Platform technologies.
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