Field One Field Service

17.10.2019by admin
Field One Field Service 6,9/10 2033 reviews
Dynamics 365 field service tutorial

Optimize and improve your company's field service lifecycle with FieldCentrix service. While one poor service experience is not always a critical event for a.

Microsoft Dynamics CRM is continuing to expand and improve through updates, new features and even whole new products being integrated. We’ve had a look at one of the new service offerings:, which extends the sales capabilities of CRM. Microsoft also acquired FieldOne last year to extend the service capabilities. What is FieldOne?FieldOne is a solution for field service management, which helps manage and streamline field agent activities.

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When installed (which has to manually be activated), it sits as a separate section of the Dynamics CRM ribbon, alongside Sales, Marketing, Service and Settings (and any other additional preferred solutions). While it has its own set of features, it also uses out-of-the-box CRM functionality, such as Workflows, Contacts, Dashboards etc.Who is it for?FieldOne was created for businesses with field agents; those that go off-site to install, fix, inspect, deliver – anything on the road and out of the office. While these business could previously use Microsoft Dynamics CRM for this functionality with customisations, there is now out-of-the-box field service management functionality.

Field One Field ServiceDynamics 365 field service tutorial

Fieldone Field Service

FieldOne states that is aimed at businesses with 50+ field agents and complex scheduling needs, but if it is remains included with CRM Professional licenses, then any sized business should take advantage of this functionality. LicensingAt the moment, FieldOne is available as part of CRM Online Professional (and Enterprise). This solution is available as a preferred provider solution that your administrator can add from the Office 365 CRM Admin Center. There are plans to add this capability to CRM on-premise but no more information is currently known.

On-premise instances will always experience a delay in receiving updates and new features due to how CRM releases work and Microsoft’s rapid release cycle – you can read more on this at. Features:FieldOne helps to automate and manage tasks that are commonly required of a field agent.

Field One Field Service

The Agile Platform for Intelligent Field Service Management enables companies to deliver world class customer experiences in the field while maximizing efficiency and minimizing costs. The platform incorporates state-of-the art routing and scheduling, advanced work process automation, flexible customer and partner communications capabilities, and robust reporting and business intelligence.