Key Features in the Dynamics Field Service Mobile App

Posted on: June 14, 2023 | By: Page Wildridge | Microsoft Dynamics CRM

The Dynamics 365 Field Service mobile app allows your business to more efficiently manage its field service operations. The free application provides a multitude of functions for both technicians and managers. In this blog, we will discuss some of the key features in the mobile app that will increase productivity for your business. 

Inspections for Work Orders 

Inspections, a type of digital form available on the mobile app, streamlines efficiency between managers and technicians. Managers can customize the questions on the form by dragging and dropping from the provided toolbox. These questions can include pass and fail tests, interviews with customers, safety protocols, and more. From there, technicians can use the mobile app to fill out the inspection in the field. Technicians can capture and update managers on real-time data, allowing for prompt decision making and issue resolution. 

Location Sharing and Auditing 

Location sharing and auditing allows for a more effective and manageable schedule. Field technicians share their location through the mobile app to provide visibility into their whereabouts to supervisors and dispatchers. Technicians can leverage integrated mapping and routing capabilities through the app. Additionally, Dynamics also reports the travel time of each technician from a service request. This allows for efficient dispatching and planning by dispatchers in order to reduce travel time of technicians and improvement of customer satisfaction. 

Time Entries on the App 

The app provides technicians with a user-friendly interface for seamless time entries. Field service technicians can log their work hours from the app, eliminating the need for manual entry at a later stage. Additionally, they can assign their time to a task, which helps your business have insight into the duration of each task for performance metrics or billing purposes. 

The Dynamics 365 Field Service mobile app can be leveraged by your company to provide excellent customer service. To find out more about its capabilities, check out Microsoft’s webpage here.

Next Steps 

Logan Consulting, a proud Microsoft partner, is committed to helping its clients implement the best solutions to become more efficient. Contact us today to learn more about how we can help your business!