CRM Microsoft Dynamics 365 for Field Service

Details on CRM in service 

Service Management
The Microsoft CRM-solution for service excellence.


Guide: 3 Must-haves in B2B Service Management 
What is indispensable for satisfied customers? 

Guide: Seven Success Factors for your CRM Project 
Make your CRM project a success story. 

Optimal support for your service staff 

For all companies wanting to distinguish themselves through excellent service, the service component of Microsoft Dynamics 365 CRM provides ideal software support. Microsoft Dynamics 365 for Customer Service and for Field Service allow you to provide, among others, all customer data, case information, service history and support knowledge on the desktops of customer service representatives and supervisors. Access to service level agreements and using an automatic call management service means employees are optimally supported to guarantee consistent service. In addition, the processing time of service requests can be significantly reduced through automated assignment, routing and automatic reply messages. 

Do you have any questions about Dynamics 365 for Field Service / Customer Service? 

We look forward to receiving your message. 

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Predictive maintenance with Field Service 

With Dynamics 365 for Field Service, you can manage your field service professionally. Intelligent planning, support for mobile devices and remote monitoring increase customer satisfaction. Excellent service is more important than ever and a key differentiator as compared to competitors. Be with your customer before damage occurs. 

Five reasons for Customer Service / Field Service 

Ideal scheduling of the service team 

Field Service handles and optimizes scheduling of all service appointments for your employees. Thanks to automated resource planning, routing and scheduling, more service cases can be processed much more efficiently. 

Service agreements 

Facilitate the management of service contracts, including all information regarding the installed products. This provides the service technicians on site with a good basis to solve problems quickly and permanently. 

Always up-to-date inventory data 

The real-time update of inventory data allows the service employees to manage spare parts inventories better and prepare more precise forecasts for replacement. 

Mobile application – online & offline 

All data the service technicians require are available in real-time and in offline mode. The inventories are retrieved directly from the customer’s, and the service report can be written at the customer’s and is then synchronized as soon as an internet connection is available. 

Remote service 

Driving to the customer’s premises is not always necessary – analyses of device data often help recognise that something is not right before the problem even occurs. Your customer will be grateful if there is no downtime. 

Does this sound interesting? 

Together, we will find the right concept for your individual CRM requirements. In this context, you may also be interested in one of our industry solutions or Business Intelligence or one of our numerous add-on solutions

We look forward to you contacting us by phone or e-mail so that we can work out together how to make more of your business with COSMO CONSULT. 

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