Mobile Field Service

  • AX 2009
  • AX 2012
  • D365 for Finance and Operations

The service field continues to be a major proving ground in the quest for improved customer satisfaction, higher customer retention and increased profitability. Most service organizations require secondary or even additional follow up visits, thereby making the effective management of field resources and the overall field service organization extremely vital in the pursuit of service excellence. We realize that to remain competitive advantage, you must accomplish more with less staff, while your customers continue to demand higher service levels. The need for enhanced mobile field service productivity has never been greater. Dynamics Software Mobile Field Service support both offline and online capabilities


  • Desire to evolve from cost center to strategic profit center
  • Realizing increased customer satisfaction
  • Increase performance of field engineers
  • Achieve competitive differentiation
  • No real time communication
  • Supporting bring-your-own-device (BYOD) strategies

Mobile Field Service is an online/offline mobile solution that enables enterprises to optimize the operations of field service personnel through a unique integration of Mobile Workforce Automation and a rich Service Management solution. Your field workers can interact seamlessly with the system and experts in the back office of your enterprise. This allows personnel – online or offline – to share critical information relating to customers, orders, equipment and inventory. As a result, your field workers arrive at the customer location on time with the right spare parts and information to complete their jobs quickly and efficiently.

    • Support for
      • Windows 10, version 1511 or higher
      • Android, version 4.4 or higher
      • iOS, version 9.2.4 or higher
    • Relevant customer information for the selected service task (address, email, contact person)
    • The service task related service object is visible on the task plus related information such as warranty, service contract information, service call information
    • List of service objects loaded based on parameter in back office
    • Hierarchy view
    • History of completed tasks for selected service object
    • Create new service task for service object on device
    • View service contract information from selected service task: contract type, start/end date and contract remarks
    • View service task information from selected service task: task ID, task description, start date/time, status, severity, duration
    • Start travel, start working time buttons and mileage registration
    • Send status information from device to back office (travelling, idle and executing)
    • Diagnosis (complaint, cause & solution codes) and notes (internal, progress & solution)
    • Add items from Van inventory by the engineer
    • Register service task operations (checklists)
    • Cost and expenses registration on the service task
    • Add media files (audio, video and photo) using the device and receive or add other file types
    • Follow up tasks, both direct (available) and indirect
    • Task summary overview to give customer insight information about expected invoice amount
    • Multi task summary overview
    • Sign off with customer signature and option to email summary overview
    • Multi task sign off
    • Inventory overview of all β€˜Van’ type warehouses
    • Item Transfers such as order, return, Van to Van and pick up
    • Indirect hours registration such as meetings and sick leave
    • Overview of closed service tasks
    • Default Van or Van selection on login
    • Whereabouts of other engineers
    • Column configuration in several forms
    • Multi user login on one device
    • Multi company support
    • Multi language support (English, German, French, Spanish and Dutch)
    • Standard and user defined queries
    • Standard and user defined reports 

    • Increase the number of work orders completed per day
    • Improve billing cycle time and billing accuracy
    • Minimize idle and mis-spent clock time
    • Build incremental service based revenue streams
    • Decrease inventory levels
    • Lower back office costs
    • Increase customer retention
    • 360 degree customer view


    no news in this list.