Automate manual processes, share best practices, and track service inventory by integrating information, people, and resources. Field Services for Microsoft Dynamics AX connects your office and field staff with the information they need to help reduce response times, lower costs, and improve first-time fix ratios. Key features include:
Work order life cycle management
Get at-a-glance insight into urgency and status.
Enable rapid-response call taking.
Streamline the work order life cycle, including call taking, work order creation, assignment, dispatch, closure, and billing.
Reduce manual processes, paperwork, keying errors, and redundant data entry.
View and manage work orders by customer, location, schedule, or assigned resources.
Call center management
Quickly capture service needs.
Rapidly access customer, site, and equipment information.
Automatically generate work orders to expedite service calls.
Contract and Software License Agreement (SLA) management
Manage service contract terms, including different billing rates.
Maintain hierarchical relationships among customers and locations.
Automate escalations and invoicing.
Warranty management
Track manufacturer and vendor warranties against assets.
Provide field staff with visibility into terms and expiration dates.
Help ensure that service and billing comply with warranty terms.
Crew and performance management
Make assignments based on personnel qualifications, certifications, and experience.
Automate crew calendars and timekeeping.
Generate employee scorecards.
Project coordination
Manage interdependent tasks.
Incorporate time constraints, resource availability, and skill sets into planning and scheduling.
Inventory management
Manage inventory records automatically based on field use or en route purchasing.
Forecast materials requirements.
Take advantage of bulk and just-in-time (JIT) ordering.
Reduce write-offs by tracking inventories at fixed locations and in vehicles.
Asset tracking
Accurately identify assets using bar codes or serial numbers.
Track asset location, maintenance needs, and repair history.
Customer visibility
Enable customers to view work order status, receive e-mail updates, and make new service requests.
Use Windows SharePoint Services or standard Web services.
Microsoft MapPoint integration
Business intelligence
Analyze productivity, utilization rates, and profitability.
Generate at-a-glance performance scorecards.
Obtain reports and rollups as you go, using online analytical processing (OLAP) cubes.
Customization tools
Customize to the terminology, equipment, and processes that your business uses.
Accommodate future growth.
Integrate with other Microsoft and third-party solutions.
