DynaTech Field Service Implementation
DynaTech Systems
Dynamics 365 Field Service Implementation Services is a structured implementation engagement designed to help organizations get started with or extend their use of Microsoft Dynamics 365 Field Service.
The service helps organizations establish a foundation for connected field service operations by configuring core capabilities for work order management, resource management, scheduling, dispatch, mobile field service, service history, and operational visibility.
DynaTech works with the customer to understand existing field service processes, define the implementation scope, configure the agreed Dynamics 365 Field Service capabilities, and support validation and deployment activities.
The engagement is suitable for organizations deploying Dynamics 365 Field Service for the first time or extending an existing Dynamics 365 environment with additional field service capabilities.
The engagement starts at an estimated cost of USD $6,500. The final scope, timeline, deliverables, and commercial terms are defined based on the customer's requirements and agreed Statement of Work.
Implementation Scope
The specific scope of the engagement is determined based on the customer's requirements, existing environment, licensing, and agreed Statement of Work.
Depending on the agreed scope, the implementation may include the following:
Work Order Management
Configure processes for creating, assigning, scheduling, tracking, and managing work orders throughout the service lifecycle.
Resource Management
Configure resources, skills, characteristics, availability, and scheduling requirements to support field service planning.
Scheduling and Dispatch
Configure relevant scheduling and dispatch processes to support the assignment of service work to appropriate field resources.
Mobile Field Service
Configure relevant Dynamics 365 Field Service mobile capabilities to help technicians access assigned work orders, customer information, service tasks, and job details while performing field service activities.
Service Agreements
Where included in the agreed scope, configure relevant processes for supporting service contracts, recurring service requirements, warranties, and service-level commitments.
Asset and Service History
Configure relevant capabilities to support visibility into customer assets, previous service interactions, maintenance activities, repair history, and service records.
Inventory and Parts Management
Where included in the agreed scope, configure relevant processes for managing parts and inventory associated with field service activities.
Customer Communication
Where included in the agreed scope, configure relevant processes for supporting customer updates related to appointments, service progress, technician activities, and work order completion.
Reporting and Service Performance
Configure relevant views, dashboards, and reporting capabilities based on the customer's operational requirements.
Potential metrics may include:
Response time
Resolution time
Work order status
Resource utilization
First-time fix indicators
Customer satisfaction indicators
The specific reporting scope is determined by the customer's requirements and agreed implementation scope.
Implementation Approach
The engagement typically follows a structured implementation approach.
- Discovery and Requirements Alignment
Review the customer's existing field service processes, operational requirements, user roles, current Dynamics 365 environment, and implementation objectives.
- Solution Planning
Define the agreed implementation scope, configuration requirements, dependencies, and relevant Dynamics 365 Field Service capabilities to be configured.
- Configuration
Configure the agreed Dynamics 365 Field Service capabilities based on approved business requirements and the agreed implementation scope.
- Validation and Testing
Support validation of the configured solution against agreed business processes and implementation requirements.
- Knowledge Transfer
Provide knowledge transfer or user enablement activities included within the agreed scope.
- Deployment and Go-Live Support
Support deployment and go-live activities within the scope and duration defined in the applicable Statement of Work. Expected Deliverables
Depending on the agreed scope, typical deliverables may include:
Configured Dynamics 365 Field Service environment
Configured work order processes
Configured resource and scheduling processes
Configured dispatch capabilities
Configured mobile Field Service experience
Configured service agreement processes, where applicable
Configured asset and service history processes
Configured inventory and parts processes, where applicable
Configured dashboards, views, or reports
Solution configuration documentation
User enablement or knowledge transfer materials
Testing and validation support
Go-live support included wi