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for Microsoft Dynamics AX 2012
Dynamics Mobile Field Service
1
3
5
2
4
6
Content
7
Introduction 4
Increased Customer Satisfaction 5
Features 6
Planning 7
Mobile Integration 8
Execution Registration amp Invoicing 11
Quick overview 12
Build incremental service-based revenue streams by implementing mobility
3 14Dynamics Maintenance Management
Increasing the number of work
orders completed per day
Improving billing cycle time and
billing accuracy
Minimizing idle and misspent clock
time
Building incremental service-based
revenue streams
Decreased inventory levels
Lowerbackofficecosts
Increased customer retention
360-degree customer view
Benefits
In the mobile first and cloud first world mobility and especially field service mobility is key in
todayrsquos professional service organizations Dynamics Mobile Field Service is an onlineoffline
mobile solution that enables enterprises to optimize the operations of field service personnel
DynamicsMobileFieldServiceoffersaunique
integration of mobile workforce automation
and a rich service management solution Your
fieldworkerscaninteractseamlesslywiththe
systemandexpertsinthebackofficeofyour
enterprise
This allows personnel online or offline to
share critical information relating to custo-
mers 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
jobsquicklyandefficiently
Our solution also enables you to build upon
incremental service-based revenue streams
by increasing customer retention and
profitability
Introducing Dynamics Mobile Field Service
1
4 14Dynamics Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Service Management and your
customers
We mobilize your core business processes to
givefieldpersonnelandoffice-basedworkers
real-time access to enterprise systems
whether they work on a laptop or a mobile
computing device The hybrid app supports
IOS Android and Windows Phone so regar-
dless of the user platform the application
looks and functions in the same way This
simplifiestrainingandreducescomplexityina
bring-your-own-device driven world By using
the latest technologies to ensure a responsive
and adaptive application our mobile field
serviceofferingworksonlaptopstabletsand
smartphones and adapts automatically based
on the available real-estate
Dynamics Mobile Field Service integrated
with Service Management can increase
customer satisfaction grow incremental
revenueand iumlncreaseprofitabilityDynamics
Mobile Field Service includes viewing service
tasks start and stop service tasks navigate
to a customer location adding materials
and return hours At the same time service
engineers have direct access to all the data
they need to perform the job like informa-
tion on the service objects resources service
contracts and logistics
Increased Customer Satisfaction
2
5 14Dynamics Mobile Field Service
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1
3
5
2
4
6
Content
7
Introduction 4
Increased Customer Satisfaction 5
Features 6
Planning 7
Mobile Integration 8
Execution Registration amp Invoicing 11
Quick overview 12
Build incremental service-based revenue streams by implementing mobility
3 14Dynamics Maintenance Management
Increasing the number of work
orders completed per day
Improving billing cycle time and
billing accuracy
Minimizing idle and misspent clock
time
Building incremental service-based
revenue streams
Decreased inventory levels
Lowerbackofficecosts
Increased customer retention
360-degree customer view
Benefits
In the mobile first and cloud first world mobility and especially field service mobility is key in
todayrsquos professional service organizations Dynamics Mobile Field Service is an onlineoffline
mobile solution that enables enterprises to optimize the operations of field service personnel
DynamicsMobileFieldServiceoffersaunique
integration of mobile workforce automation
and a rich service management solution Your
fieldworkerscaninteractseamlesslywiththe
systemandexpertsinthebackofficeofyour
enterprise
This allows personnel online or offline to
share critical information relating to custo-
mers 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
jobsquicklyandefficiently
Our solution also enables you to build upon
incremental service-based revenue streams
by increasing customer retention and
profitability
Introducing Dynamics Mobile Field Service
1
4 14Dynamics Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Service Management and your
customers
We mobilize your core business processes to
givefieldpersonnelandoffice-basedworkers
real-time access to enterprise systems
whether they work on a laptop or a mobile
computing device The hybrid app supports
IOS Android and Windows Phone so regar-
dless of the user platform the application
looks and functions in the same way This
simplifiestrainingandreducescomplexityina
bring-your-own-device driven world By using
the latest technologies to ensure a responsive
and adaptive application our mobile field
serviceofferingworksonlaptopstabletsand
smartphones and adapts automatically based
on the available real-estate
Dynamics Mobile Field Service integrated
with Service Management can increase
customer satisfaction grow incremental
revenueand iumlncreaseprofitabilityDynamics
Mobile Field Service includes viewing service
tasks start and stop service tasks navigate
to a customer location adding materials
and return hours At the same time service
engineers have direct access to all the data
they need to perform the job like informa-
tion on the service objects resources service
contracts and logistics
Increased Customer Satisfaction
2
5 14Dynamics Mobile Field Service
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Build incremental service-based revenue streams by implementing mobility
3 14Dynamics Maintenance Management
Increasing the number of work
orders completed per day
Improving billing cycle time and
billing accuracy
Minimizing idle and misspent clock
time
Building incremental service-based
revenue streams
Decreased inventory levels
Lowerbackofficecosts
Increased customer retention
360-degree customer view
Benefits
In the mobile first and cloud first world mobility and especially field service mobility is key in
todayrsquos professional service organizations Dynamics Mobile Field Service is an onlineoffline
mobile solution that enables enterprises to optimize the operations of field service personnel
DynamicsMobileFieldServiceoffersaunique
integration of mobile workforce automation
and a rich service management solution Your
fieldworkerscaninteractseamlesslywiththe
systemandexpertsinthebackofficeofyour
enterprise
This allows personnel online or offline to
share critical information relating to custo-
mers 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
jobsquicklyandefficiently
Our solution also enables you to build upon
incremental service-based revenue streams
by increasing customer retention and
profitability
Introducing Dynamics Mobile Field Service
1
4 14Dynamics Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Service Management and your
customers
We mobilize your core business processes to
givefieldpersonnelandoffice-basedworkers
real-time access to enterprise systems
whether they work on a laptop or a mobile
computing device The hybrid app supports
IOS Android and Windows Phone so regar-
dless of the user platform the application
looks and functions in the same way This
simplifiestrainingandreducescomplexityina
bring-your-own-device driven world By using
the latest technologies to ensure a responsive
and adaptive application our mobile field
serviceofferingworksonlaptopstabletsand
smartphones and adapts automatically based
on the available real-estate
Dynamics Mobile Field Service integrated
with Service Management can increase
customer satisfaction grow incremental
revenueand iumlncreaseprofitabilityDynamics
Mobile Field Service includes viewing service
tasks start and stop service tasks navigate
to a customer location adding materials
and return hours At the same time service
engineers have direct access to all the data
they need to perform the job like informa-
tion on the service objects resources service
contracts and logistics
Increased Customer Satisfaction
2
5 14Dynamics Mobile Field Service
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Increasing the number of work
orders completed per day
Improving billing cycle time and
billing accuracy
Minimizing idle and misspent clock
time
Building incremental service-based
revenue streams
Decreased inventory levels
Lowerbackofficecosts
Increased customer retention
360-degree customer view
Benefits
In the mobile first and cloud first world mobility and especially field service mobility is key in
todayrsquos professional service organizations Dynamics Mobile Field Service is an onlineoffline
mobile solution that enables enterprises to optimize the operations of field service personnel
DynamicsMobileFieldServiceoffersaunique
integration of mobile workforce automation
and a rich service management solution Your
fieldworkerscaninteractseamlesslywiththe
systemandexpertsinthebackofficeofyour
enterprise
This allows personnel online or offline to
share critical information relating to custo-
mers 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
jobsquicklyandefficiently
Our solution also enables you to build upon
incremental service-based revenue streams
by increasing customer retention and
profitability
Introducing Dynamics Mobile Field Service
1
4 14Dynamics Mobile Field Service
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Service Management and your
customers
We mobilize your core business processes to
givefieldpersonnelandoffice-basedworkers
real-time access to enterprise systems
whether they work on a laptop or a mobile
computing device The hybrid app supports
IOS Android and Windows Phone so regar-
dless of the user platform the application
looks and functions in the same way This
simplifiestrainingandreducescomplexityina
bring-your-own-device driven world By using
the latest technologies to ensure a responsive
and adaptive application our mobile field
serviceofferingworksonlaptopstabletsand
smartphones and adapts automatically based
on the available real-estate
Dynamics Mobile Field Service integrated
with Service Management can increase
customer satisfaction grow incremental
revenueand iumlncreaseprofitabilityDynamics
Mobile Field Service includes viewing service
tasks start and stop service tasks navigate
to a customer location adding materials
and return hours At the same time service
engineers have direct access to all the data
they need to perform the job like informa-
tion on the service objects resources service
contracts and logistics
Increased Customer Satisfaction
2
5 14Dynamics Mobile Field Service
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Dynamics Mobile Field Service succes-
sfully closes the loop between field workers
Dynamics Service Management and your
customers
We mobilize your core business processes to
givefieldpersonnelandoffice-basedworkers
real-time access to enterprise systems
whether they work on a laptop or a mobile
computing device The hybrid app supports
IOS Android and Windows Phone so regar-
dless of the user platform the application
looks and functions in the same way This
simplifiestrainingandreducescomplexityina
bring-your-own-device driven world By using
the latest technologies to ensure a responsive
and adaptive application our mobile field
serviceofferingworksonlaptopstabletsand
smartphones and adapts automatically based
on the available real-estate
Dynamics Mobile Field Service integrated
with Service Management can increase
customer satisfaction grow incremental
revenueand iumlncreaseprofitabilityDynamics
Mobile Field Service includes viewing service
tasks start and stop service tasks navigate
to a customer location adding materials
and return hours At the same time service
engineers have direct access to all the data
they need to perform the job like informa-
tion on the service objects resources service
contracts and logistics
Increased Customer Satisfaction
2
5 14Dynamics Mobile Field Service
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Minimize idle and misspent clock time while Lowering Back Office Costs
6 14Dynamics Maintenance Management
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Features
bull Insightinrequiredversusavailable
resource capacity
bull Agenda to view acceptreject service
tasks
bull Travel navigate to the customer location
bull Direct access to customer service
object service contract and service task
information
bull Review historical information of previous
service tasks
bull Add materials like spare parts update
VAN inventory
bull Send and receive inventory transfer orders
bull Add materials with barcode scanner
bull Complete hour registration for service
task and nonservice task related work
such as indirect hours
bull In case of weekend or night shift new
orders can be created directly on the
mobile device
bull Streamlinedprocessflowtomakedata
entry easy
bull Entering notes per status
bull Signature capture per order or location
bull Capture and store pictures
bull Multi-language support
bull Initial load on PDA (base data)
bull Time zone support
bull Support for Windows 10 version 1511
higher Android version 44higher IOS
version 924higher
bull Compatible with laptops tablets and
phones
Features3
7 14Dynamics Mobile Field Service
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Planning
By using Dynamics Service Management as
your back office you get a graphical schedu-
ling overview for a clear and detailed view
regarding the scheduled activities for your
service employees Using this scheduling
overview your planner has all the necessary
data including real-time updates from the
mobile devices
Allocating the right resource to the right
location within the agreed service level
agreements is one of the biggest challenges
for service planners
Dynamics Service Management can suggest
a resource based on the object (location
management) and event code (skills manage-
ment) settings you have entered into the
system Your planner first determines what
kind of resources (typegroup of employees
machines and materials) are necessary for
solvingtheservicerequest
Based on the information coming from the
mobile device the service planner knows who
is driving who is on-site working or who just
finishedthework
This together with the available capacity and
inventory levels will help the service planner
sending the right resource to the right job
increasing thefirst rightpercentageand the
customer satisfaction
4
8 14Dynamics Mobile Field Service
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Easily Increase the Number of Work Orders Completed Per Day
9 14Dynamics Maintenance Management
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Mobile Integration
Dynamics Mobile Field Service works online
as well as offline enabling field service
engineers to complete their service tasks
regardless of network connectivity
After completing the planning process in the
backofficeandallocatingtherightresource
to the job the service tasks are sent to the
mobile device of the service engineer and
will appear in their agenda Once the service
tasks are received on the mobile device the
service engineers do not need to be online to
compete for the service task All information
isavailableofflineandupdateswillautoma-
ticallybe sent to thebackofficeas soonas
connectivity is restored
Features
bull All relevant customer information can be
viewed on the mobile device
bull Direct access to service object data and
warranty information
bull Complete service tasks including the
ability to take a picture from the item
repaired
bull Review historical information of previous
service tasks
bull Complete hour registration for both direct
and indirect activities
bull Streamlinedprocessflowtomakedata
entry as easy as possible
5
10 14Dynamics Mobile Field Service
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
ExecutionRegistration amp Invoicing
6
When your service engineer is assigned to do some work a service task is created Service tasks combine items hours and work specifi-cation into one flow on the mobile device
The complete cycle of the service task can be
completed in one logical flow The process
starts with accepting the service task and
traveling to the customer location Once
on-site the actual work can start and the
consumed spare parts questionnaires and
spent hours can be allocated to the task
Together with a picture of the repaired item
the customer can review the information and
sign for approval
As long as the service engineer is online
real-timeupdatesaresenttothebackoffice
keeping the service planner up-to-date After
completing the task on the mobile device the
task information will automatically be sent
to the back office After receiving the task
information from the mobile device the infor-
mation will be available in Dynamics Service
Management for invoicing Depending on the
warranty andor service contracts in place
an invoice can be generated This can take
place minutes after the service engineers
have completed the work on-site
11 14Dynamics Mobile Field Service
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Customer Information
bull Relevant customer information can be viewed
on mobile device
Service OBjects
bull AccesstofieldsobjectIDobjectdescription
serial number and the object warranty end date
Service Contracts
bull View basic contract information like the
contract type the contract type description the
startend date and the contract remarks
Service Tasks
bull AccesstoservicetaskfieldstaskIDtask
description (event code) start datetime-based
on task Service Level Agreement
bull Servicecallfieldssubjectmessagestartdate
time and the amount of planned hours on the
device
bull Indirect tasks time stopping the order while
working on it
bull Register end-time
bull Add material to service task and send to mobile
device
bull Add material from list (inventory) by the engi-
neer on-site (on mobile device) only from
the engineerrsquos warehouse or other engineer
approved warehouse
bull Update inventory level of the engineerrsquos ware-
house on to the device
bull Consume order or return spare parts
bull Limit the list of items the engineer can use in
the mobile device
bull Receive spare parts send from the main ware-
house andor send them back
bull Completequestionnairessuchaschecklistsor
inspection lists
bull Enter travel time
bull Enter current mileage
bull Send from service task to mobile device (list of
activities)
bull Capture customer signatures
bull Combinationofbackofficestatusandmobile
fieldservicestatustodeterminewhethera
service engineer is still traveling or has arrived
on-site
bull Historical information of the service object is
available on the mobile device
bull Relevanttaskfieldsuchasstatisticalcodes
notefieldsobjectnumberwarrantydateand
contract end date is available on the mobile
device
Service Notes
bull Availablefieldsarenotefieldsprogressnote
internal note and solution text
OverviewAnalysis
bull Standardanduser-definedqueriesandreports
Prerequisite
bull Microsoft Dynamics AX 2012
bull Dynamics Service Management
Dynamics Mobile Field Service a quick overview
7
12 14Dynamics Mobile Field Service
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
Our Dynamics Apps are sold implemented and
supported worldwide by our industry experts and
strategic partners We are happy to advise you
which solution or technology is the best fit for
your specific needs Please feel free to contact us
We appreciate your interest
Want to know more Contact HSO Innovation
T +31 (0)318 507 800
innovationhsocom
wwwhsocominnovation
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
1500Projects
13Offices
650Employees
innovationhsocom | wwwhsocominnovation | T +31 (0)318 507 800
HSOInnovationoffersnewwaysusingnewtechnologynewapplicationsnewprocessesandnewapproachestoassistourclientsinbecomingdigitalleadersintheirindustryHSOInnovationdesignsdevelopssellsandmaintainsstrategicanddifferentiatingDynamicsAppsthatdriveoutstandingresults forourclientsusingMicrosoftDynamics365CombinedwithourwiderangeofPremiereServices thatareofferedonMicrosoftAzureweimproveoverallbusinessefficiencyOurDynamicsAppsandPremierServicesarebasedonbestpracticesdevelopedovertheyearsworkingdirectlywith our customers across diverse industries and verticals
1500+
Projects
25+
Offices
900+
Employees
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