Field service
The Dynamics Mobile Field Service solution is designed to streamline field service operations, helping organizations efficiently manage their mobile workforce. Whether you have drivers, technicians, or field agents, this solution digitalizes operations, improves workforce productivity, and enhances customer satisfaction.
Developer:
Mobile Affairs
Version 1.0
Deployment type:
Dependency:
Standalone:
Integration:
Industries:
Key Features
Core Components
· Fully Managed SaaS Solution – Cloud-based for seamless accessibility and reliability.
· Salesperson/Driver Mobile App – Empower field agents with a feature-rich mobile solution.
· Supervisor/Manager Portal – Manage and analyze field operations effortlessly.
· Integration with Microsoft Dynamics 365 – Sync with D365 Finance & Operations and D365 Business Central.
· Real-Time Notifications & Customer Engagement – Improve communication and response times.
Administration (ADM)
· Web-Based Access – Secure access from any browser.
· Role-Based Permissions – Define user roles and access policies.
· User & Role Management – Assign and manage user tasks efficiently.
· Application Management – Configure and maintain system settings.
Mobile Fleet Application (MOBFL) – Supervisor Features
· Route Optimization – Automate route planning for efficiency.
· Drag & Drop Sales Order Delivery Planning – Simplify scheduling.
· Automated PDF Receipt Sending – Configure predefined delivery rules.
· IoT-Based Vehicle & Asset Telemetry – Track GPS locations and asset conditions.
· Comprehensive Task Management – Includes route, visit, calendar, survey, and vehicle management.
· Vehicle & Driver Monitoring – Register, track issues, and receive vehicle alerts.
· Goal & Commission Tracking – Monitor performance and incentives.
· Field Campaign & Approval Management – Streamline field initiatives and document approvals.
· Advanced Reporting – Access reports like End of Day, Compliance, Heatmaps, and Timesheets.
Field Sales Application (SLA) – Salesperson Features
· Mobile Access (Android & iOS) – Work on the go, even offline.
· Real-Time Inventory Tracking – Manage stock levels, batches, and expirations.
· Barcode & QR Code Scanning – Ensure fast and accurate processing.
· ERP-Integrated Pricing & Discounts – Apply dynamic trade agreements.
· Custom Spot Discounts & Pricing – Grant salesperson-controlled discounts.
· Flexible Payment & Credit Options – Support Cash on Delivery (COD), credit checks, and invoice payments.
· Photo & Document Capture – Attach images for returns, deliveries, and payments.
· Visit Geofencing – Ensure compliance with location-based tracking.
· AI-Based Auto-Replenishment – Optimize stock levels automatically.
· Proof of Delivery & Returns Processing – Capture signatures, images, and GPS locations.
· Multi-Warehouse & Multi-Company Support – Scale operations effortlessly.
· Comprehensive Task Management – Includes inventory, route, customer visits, sales, payments, and asset tracking.
· Powerful Reports – Cover End of Day, Customer History, Inventory Levels, Deliveries, and Asset Activities.
Automation App (AUTO) – System Admin Features
· Trigger & Notification Management – Automate alerts via SMS, Viber, WhatsApp, and Email.
Business Intelligence (BUI) – Supervisor Analytics
· Advanced Dashboards & Data Analytics – Gain actionable insights.
· Performance Reports – Monitor Route, Sales, and Visit Performance for strategic planning.
Key Components
Mobile Application for Field Agents
Enables technicians, drivers, and mobile workers to receive tasks, update job statuses, and capture service details in real time.
Backoffice Application for Supervisors & Managers
Provides tools to plan, organize, and analyze field service activities, ensuring optimal efficiency and performance tracking.
Optional ERP Add-On
Seamlessly integrates with Microsoft Dynamics 365 Finance & Operations or Microsoft Dynamics Business Central for end-to-end service management.
Key Benefits
· Assign tasks, monitor progress, and reduce downtime with real-time scheduling and tracking.
· Ensure timely service execution with automated workflows and real-time updates.
· Reduce delays, provide accurate service information, and improve response times.
· Gain insights into service performance, technician productivity, and operational bottlenecks.
· Sync service data with Microsoft Dynamics for streamlined invoicing, inventory management, and reporting.
· Eliminate paperwork, optimize travel routes, and prevent unnecessary service delays.
Transform Your Field Service Operations Today
Boost productivity, enhance customer experience, and gain full control over field operations with Dynamics Mobile Field Service.
Contact us today to see how this solution can revolutionize your field service management!
- Pricing
Dynamics Mobile apps run on a subscription basis.
Mobile Sales Agent
- named user $ 39.00 / month
Mobile Warehouse Agent
- named user $ 49.00 / month
Supervisor
- named user $ 49.00 / month
- Solutions
