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Dynamics 365 Field Service Features
What are the features of Dynamics 365 Field Service?
Before the Job
- Calendar
- Dispatch
- Roles
- Booking
On the Job
- Location
- Employee Communication
- Client Notifications
- Field Sales
After the Job
- Reports
- Analytics
- Invoicing
- CRM Integrations
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Microsoft Dynamics 365 Field Service Categories on G2
Filter for Features
Before the Job
Calendar | Based on 91 Dynamics 365 Field Service reviews. Uses the calendar tool to determine field workers who are free for the job. | 83% (Based on 91 reviews) | |
Dispatch | Notifies field service workers of their upcoming assignments. This feature was mentioned in 78 Dynamics 365 Field Service reviews. | 81% (Based on 78 reviews) | |
Roles | Allows users to see tasks according to permissions and roles. This feature was mentioned in 83 Dynamics 365 Field Service reviews. | 82% (Based on 83 reviews) | |
Booking | Based on 77 Dynamics 365 Field Service reviews. Allows clients to book jobs through the desktop page or within the app. | 79% (Based on 77 reviews) |
On the Job
Location | As reported in 88 Dynamics 365 Field Service reviews. Tracks employee location to ensure timeliness. | 84% (Based on 88 reviews) | |
Employee Communication | Enables communication within the app from manager to field service employee. 99 reviewers of Dynamics 365 Field Service have provided feedback on this feature. | 84% (Based on 99 reviews) | |
Client Notifications | Notifies clients, should any delays or mishaps occur. This feature was mentioned in 90 Dynamics 365 Field Service reviews. | 82% (Based on 90 reviews) | |
Field Sales | Includes some ability to serve as a sales and ordering application. 14 reviewers of Dynamics 365 Field Service have provided feedback on this feature. | 81% (Based on 14 reviews) |
After the Job
Reports | As reported in 96 Dynamics 365 Field Service reviews. Creates reports that reflect field performance either as a team or individually, to review productivity. | 82% (Based on 96 reviews) | |
Analytics | Based on 92 Dynamics 365 Field Service reviews. Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. | 80% (Based on 92 reviews) | |
Invoicing | Sends invoices through the software and allows clients to pay on the spot. This feature was mentioned in 86 Dynamics 365 Field Service reviews. | 79% (Based on 86 reviews) | |
CRM Integrations | Integrates with CRM software to monitor all aspects of the customer relationship. This feature was mentioned in 84 Dynamics 365 Field Service reviews. | 81% (Based on 84 reviews) |
Territory Mapping
Custom Territory Mapping | Allows users to control of the sizes, shapes, and quantites of sales team areas | Not enough data | |
Strategic Selling | Allows users to map your customers to strategically incorporate them into your canvassing and field sales | Not enough data | |
Automatic Rep Assignment | Automatically assigns reps to new sales opportunities that are within their current territories | Not enough data |
Route Planning
Lead Priority | Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts | Not enough data | |
Optimized Sales Routes | Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. | Not enough data | |
Map Directions | Provides users with live directions en route to the final destination | Not enough data |
Sales Performance Management
Gamification | Provides users with engaging sales competitions | Not enough data | |
Performance Dashboards | Provides field sales statistics for all sales reps | Not enough data | |
Sales Rep Tracker | Provides data on the data on the performance and whereabouts of reps in the field | Not enough data |
Presentation and Forms
Video and Interactive Media | Provides video capabilties that field reps can use during field sales calls | Not enough data | |
Digital Contracts | Allows field reps to create digital contracts within the software | Not enough data | |
E-signature | Allows users to collect e-signatures within the software | Not enough data |
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