Dynamics 365 for Service Companies

Dynamics 365 for Maintenance & Service Companies

Optimise your maintenance and service operations with Microsoft Dynamics 365 Field Service

Transforming Maintenance & Service Operations With Microsoft Technology

Maintenance and service companies face unique challenges in managing field operations, scheduling resources effectively, and ensuring excellent customer service.

Microsoft Dynamics 365 Field Service provides the tools needed to optimise service delivery, reduce downtime, and improve operational efficiency.

As a trusted Microsoft partner, Akita can develop and tailor Dynamics 365 solutions to meet the specific needs of maintenance and service companies, ensuring seamless digital transformation.

Ready To Improve The Performance Of Your Maintenance Operations?

Looking to streamline your field service operations? Contact Akita today to discuss how Dynamics 365 Field Service can be tailored to your business needs:
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Dynamics 365 for Maintenance & Service

Overcoming The Challenge Of Maintenance Operations

Maintenance operations are beset with challenges, all of which can swamp operations and dent profits as an organisation as they grow:

Unplanned Downtime: Unexpected equipment failures can disrupt operations, leading to costly delays and reduced productivity.

Inefficient Resource Allocation: Difficulty in managing technician schedules, spare parts, and maintenance priorities often results in wasted time and operational inefficiency.

Lack of Real-Time Visibility: Without up-to-date data, maintenance teams struggle to make informed decisions, track asset performance, or identify potential issues early.

Compliance and Safety Risks: Meeting industry regulations and maintaining safe working environments requires rigorous tracking, which is difficult without centralised systems.

High Operational Costs: Reactive maintenance approaches is more expensive than planned or predictive strategies, particularly when factoring in emergency repairs and overtime labour.

Dynamics 365 Field Services is to designed to help service organisations rise above these challenges, allowing them to scale operations with ease.

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Dynamics 365 for Maintenance & Service

From Contract To Completion: A Connected Maintenance Workflow

A modern maintenance process is more than just a reactive response to faults. It starts with a service contract and unfolds into a repeatable, reportable workflow that ensures uptime, accountability, and customer satisfaction. This is how Dynamics 365 Field Service simplifies that process:

Contract Sold

Once a maintenance contract is agreed, it’s recorded and formalised within Dynamics 365

Agreement Created

SLAs, covered assets, and expectations are defined and tracked.

Schedule & Bookings Created

Recurring services, inspections or visits are scheduled using resource scheduling tools.

Work Orders Generated

Work orders are automatically generated for each scheduled visit and assigned to engineers based on skill set, availability, and location.

Engineer Engagement

Engineers log in via the Dynamics 365 Field Service mobile app to access job details, prior customer notes, and required inventory.

Job Completion & Reporting

Job Completion & Reporting

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Dynamics 365 Field Service

Adopt a maintenance solution that offers a 300% ROI and 14% increase in productivity:

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Benefits of Dynamics 365 for Maintenance & Service Companies

Microsoft Dynamics 365 Field Service provides maintenance and service companies with the technology to enhance operations, improve efficiency, and deliver a superior customer experience.

Dynamics 365 for Maintenance companies

Smarter Scheduling & Resource Allocation

By leveraging AI-driven scheduling, businesses can ensure that the right technician is assigned to the right job based on skills, availability, and location, minimising downtime and increasing first-time fix rates. The integration of IoT further enhances this capability by enabling proactive maintenance, reducing emergency call-outs, and allowing organisations to transition to a predictive maintenance model.

Enhanced Field Service Management

With real-time visibility into field operations, Dynamics 365 Field Service empowers businesses with tools for effective workforce management. GPS tracking and mobile access allow dispatch teams to monitor technicians in the field, while the dedicated mobile app enables engineers to access job details, update work statuses, and capture customer signatures directly from their devices. Additionally, Microsoft Dynamics 365 Remote Assist facilitates remote problem resolution, reducing the need for multiple site visits and improving efficiency.

 

Improved Customer Experience

Customer satisfaction is a priority for maintenance and service companies, and Dynamics 365 supports this with automated notifications, customer self-service portals, and real-time appointment updates. Proactive maintenance capabilities ensure that issues are resolved before they become major disruptions, while integrated service agreements and warranty management allow businesses to deliver a seamless service experience.

Data-Driven Decision Making

Data-driven decision-making is another key advantage of Dynamics 365 Field Service. With Power BI integration, businesses gain real-time analytics on operational performance, helping them track key performance indicators (KPIs), monitor customer satisfaction, and optimise resource allocation. AI-driven insights further enhance service strategies by predicting maintenance needs and identifying areas for improvement.

Dynamics 365 for Maintenance & Service Companies

Seamless Integration & Automation

The solution also enables seamless integration with ERP systems such as Dynamics 365 Business Central and Finance & Operations. By automating invoicing, inventory management, and contract renewals, maintenance companies can streamline financial and administrative processes. Additionally, its compatibility with third-party applications and IoT devices ensures end-to-end service automation, driving long-term operational efficiency.

Compliance & Risk Management

Ensuring compliance with industry regulations and service-level agreements (SLAs) is critical for maintenance and service companies. Dynamics 365 Field Service simplifies regulatory adherence by maintaining comprehensive records of maintenance activities, service histories, and operational audits. The platform automates inspection checklists and incident reporting, enhancing safety compliance and reducing the risk of oversights. By digitising these processes, businesses can efficiently track compliance metrics and demonstrate adherence to industry standards, mitigating risks and improving overall accountability.

Ready To Explore More?

Get a guided tour of Dynamics 365 Field Service led by one of our solution experts and understand how it can benefit your maintenance operations:
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Case Study: Telecoms Maintenance With Dynamics 365

We've deployed a Dynamics 365 Field Service solution to enhance the efficiency of all areas of maintenance for a telecoms company. Discover more:

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Dynamics 365 for Maintenance & Service

How Akita Develops Dynamics 365 for Maintenance & Service Companies

As an experienced Microsoft Dynamics partner, Akita understands the unique requirements of the maintenance and service sector.

We design, implement, and customise Dynamics 365 Field Service solutions to:

  • Automate and optimise scheduling and dispatching processes.
  • Improve communication between field technicians and back-office teams.
  • Provide advanced analytics and reporting for performance tracking.
  • Enhance mobile capabilities for technicians working in remote locations.
  • Ensure compliance with industry regulations and service-level agreements (SLAs).

Our team provides end-to-end support, from consultancy and development to training and ongoing managed services, ensuring long-term success with Dynamics 365.

Dynamics 365 for Service Companies
Dynamics 365 For Maintenance & Services Companies

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