Field Service is a module in Dynamics CRM that allows users to manage work orders, scheduling, and field resources. It provides dispatchers tools to create work orders, schedule work orders using manual or automated scheduling assistants, and view schedules. Field agents can use a mobile app to manage assigned work orders. The module also offers analytics to help managers analyze business insights.

1. Overview of
Dynamics CRM- Field
Service
Presented By
Venkata Pradeep

2. Agenda
• Logging in and Navigating Field Service
• A “Day in the life” of a dispatcher ,field
Engineer and Manager, including:
• Creating Work orders
• Scheduling Work Orders
• Using the Field Service Mobile App
• Analysing Business insights

3. Logging in and Navigation
• Work Order
• Schedule Board
• Resource Bookings
• Customer Assets
• Agreements
• Inventory
• Administration of Field Service.

4. • Demo

6. Creating Work Order
• A WO captures the essence of the issue that
needs to be resolved or service that needs to
be performed.
• It contains all relevant information including
the Service Location, Description, Tasks to be
performed, Parts/Equipment needed etc.
• Demo

7. Scheduling

8. Scheduling (cont.)

9. Scheduling (Manual)

10. Scheduling
(Scheduling Assistant)
• It allows the Dispatcher to schedule the Work Order
quickly and effectively taking many variables in to
account including Time windows, Skills Required, and
Distance to the service location.

11. Field Agent

13. Administration- Field Service