Dynamics 365 Field Service – Resource Scheduling Optimization automatically schedules jobs to the people, equipment, and facilities best equipped to complete them. Schedule work orders for field technicians or cases for customer service reps. You can cover other scenarios too, depending on how you use Dynamics 365 Field Service, Customer Service, and Project Service Automation.
Resource Scheduling Optimization is a more advanced form of scheduling for field service organizations. While the schedule board and the schedule assistant help dispatchers schedule a single job, this add-in can schedule multiple jobs at once. It maximizes resource utilization and minimizes travel time. Resource Scheduling Optimization considers the requirements of the job and the unique attributes of the resources.
The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.
The Field Service application enables you to:
- Improve first-time fix rate
- Complete more service calls per technician per week Manage follow-up work and take advantage of upsell and cross sell opportunities
- Reduce travel time, mileage, and vehicle wear and tear Organize and track resolution of customer issues Communicate an accurate arrival time to customers Provide accurate account and equipment history to the field technician Keep customers updated with the status of their service call and when it’s resolved Schedule onsite visits when it’s convenient for the customer Avoid equipment downtime through preventative maintenance NOTE: Customers ordering products designated for nonprofit organizations through the CSP program must first establish a tenant with Microsoft. Nonprofit customers who have not already done so are required to go through a quick registration process at www.microsoft/nonprofit. Once they are approved, they will be assigned a nonprofit tenant and will be eligible to purchase nonprofit designated products.
