Dynamics 365 Field Service
Work orders, resource scheduling by skill and parts, asset service history, and a mobile app that works fully offline.
A global building technologies and infrastructure business, Global. A regionally distributed ERP prevented economies of scale and global standardisation. Repeated visits — truck rolls — were driven by technicians arriving without the information or equipment the job needed.
A regionally distributed ERP prevented economies of scale and global standardisation. Repeated visits — truck rolls — were driven by technicians arriving without the information or equipment the job needed.
Field service economics reduce to one ratio: how often the technician resolves the job on the first visit. Every repeat visit — a truck roll — is a day of capacity spent twice and a customer told to wait again.
Dynamics 365 Field Service was rolled out to connect field technicians, service coordinators and customers with shared data, and to assign work dynamically between staff and subcontractors.
Coordinating 7,500 employed technicians alongside 2,000 subcontractors is the genuinely difficult part. Dynamic assignment across both populations is what produces scalability, and it requires the subcontractor to be visible in the same scheduling model as the employee — which is a commercial and contractual question before it is a technical one.
These are the figures exactly as reported in the source. Nothing has been rounded, extrapolated or restated.
Work orders, resource scheduling by skill and parts, asset service history, and a mobile app that works fully offline.
The truck-roll metric is the right one for any service organization, and it is measurable from existing work order data before any project starts.
Where it usually gets harder than expected: Giving customers visibility of contract lifecycle and ticket status raises the bar permanently. Once customers can see the status, any gap in the data becomes their problem too.
We sit with the people doing the work and watch what actually happens, including every workaround. Process documents and reality are rarely the same thing.
We prototype and show you your own records in it, not a demo company, before anything is built.
By site, by practice group or by service line — with the group that wants it most going first, to a fixed price.
We report against the numbers agreed at the start, including where the result fell short of the target.
If any of the above describes your organization, tell us where it hurts most. We will tell you what the same platforms could realistically do in your environment, what we would measure, and whether we think it is worth doing at all.
Describe the situation in your own words.