Boost efficiency, reduce operating costs and build customer loyalty by integrating information, people and resources. Field services for Microsoft Dynamics AX can help streamline operations, reduce response times and costs, and improve first-time fix ratios to better manage the work order life cycle and give you the competitive advantage.

 

Access critical information when it is needed

Gain real-time, at-a-glance insight into operations and resources. Connect office and field staff while enhancing the flow of business and technical information by means of convenient Microsoft Windows Mobile devices.

 

Tailor the solution to your business

Customize the solution to the terminology, equipment, and processes that your business uses. Accommodate future growth with a flexible platform and tight integration with other Microsoft and third-party solutions.

 

Connect people and information to empower your workforce

Help integrate contract and asset management, and connect remote employees to critical, real-time information through mobile devices. Time-saving tools and increased visibility help you manage performance, productivity, and profitability.

 

Speed and optimize scheduling and dispatch

Gain important insight into service urgency and resource status, so that you can use resources more efficiently to reduce response times, lower costs, increase customer satisfaction, and boost profitability.

 

Streamline the work order life cycle

Enable rapid-response call taking, and speed work order creation, assignment, dispatch, closure, and billing. Efficient integration and automation reduce manual processes, paperwork, keying errors, and redundant data entry.

 

Features

Benefit	Description
Call center management	Quickly capture service needs: instantly access customer, site/equipment information and automatically generate work orders to expedite service calls.
Scheduling and dispatch	Compare resources with service needs, match tasks to the resources best suited to perform them and create daily or weekly schedules using drag-and-drop tools or automated best-fit assignments.
Work order life-cycle management	View and manage work orders by customer, location, schedule, or assigned resources. A graphical interface provides at-a-glance insight into urgency and status.
Contract and Software License Agreement (SLA) management	Manage service contract terms, including different billing rates for various types of work and materials. Manage SLAs, maintain hierarchical relationships among customers and locations and automate escalations and invoicing.
Warranty management	Track manufacturer and vendor warranties against assets, provide field staff visibility into terms, expiration dates and help ensure that service and billing comply with warranty terms.
Crew and performance management	Make work assignments based on personnel qualifications, certifications and experience. It helps automate crew calendars, timekeeping and generate employee scorecards.
Project coordination	Manage independent tasks and incorporate time constraints, resource availability and skill sets into planning & scheduling. Add visibility to a project with Microsoft Office Project 2007.
Inventory management	Reduce write-offs by tracking inventories at fixed locations and in vehicles. Manage inventory records automatically based on field use or en route purchasing, effectively forecast materials requirements and take advantage of bulk and just-in-time ordering.
Asset tracking	Use bar codes or serial numbers to accurately identify assets. Then, track asset location, maintenance needs and repair history.
Mobile device interface	Support a variety of Windows Mobile platforms and devices including Pocket PC, Pocket PC Phone Edition, Tablet PC and smart-phone. It could also tailor the solution for complex devices and multiple carriers.
Customer visibility	Enable customers to view work order status, receive e-mail updates and make new service requests by using Microsoft Windows SharePoint Services and standard web services.
MapPoint integration	Use global positioning service (GPS) tracking with Microsoft MapPoint to quickly locate resources and provide field staff with dynamic, street-level maps.
Business intelligence	Analyze productivity, utilization rates, profitability, generate at-a-glance performance scorecards, obtain reports and rollups on the fly using online analytical processing (OLAP) cubes.
Customization tools	Tailor the solution to integrate with your back-office systems, industry terminology, familiar processes, monitoring/data collection devices. Field services for Microsoft Dynamics AX is built on an open web services foundation, layered architecture and Microsoft .NET Framework, so you can be assured that your solution will grow with your business.

 

Next step:

Request more information about how Microsoft Dynamics AX can meet your organization's needs.