Dynamics 365 for Field Service

Increase productivity and effectiveness of your field reps using advanced Microsoft technology paired with our expertise

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Microsoft Dynamics 365 for Field Service

Microsoft Dynamics 365 for Field Service empowers companies to improve customer satisfaction, first-time fix rates, and resource productivity.

It is a complete field service management software. It’s an end-to-end solution that can help your organization manage complex service agreements. Software that includes service locations, service agreements, customer assets, predictive maintenance, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.

With Microsoft Dynamics 365 for Field Service, you can turn your service calls into a strategic advantage. From optimized work order scheduling to predictive maintenance, it provides everything you need. It can also help your organization to manage track assets, inventory, and service orders and gain the intelligence needed to provide predictive and preventive service and support.

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Best in Class Services

Cynoteck is proud to be recognized by top B2B service listing sites for its exceptional client satisfaction and delivery across various technologies.

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Connected Interactions

Provide employees and technicians with 360⁰ information, from any location to improve resource productivity and customer satisfaction.


Ready for Growth

Stay agile and adapt quickly with extensible applications and platform.



Dynamics 365 for Field Service Implementation Packages



  • For the organizations that are either looking to move into Dynamics 365 for Field Service from other CRMs or looking into implementing a CRM within their organization.
  • Deliverable
    - Understanding of current business requirement.
    - How can we optimize the performance of current business with Dynamics 365 for Field Service?
    - Dynamics 365 for Field Service implementation proposal.




  • Deliverable
    - Business Unit Setup+
    - Mail-box configuration+
    - Role and Permission Setup
    - Admin training
    - Introduction to Work Order
    - Introduction to Schedule Board
    - Introduction to Resource Requirement,Requirement Group and Time off Requests
    - Create Work Order from Cases \ Agreement
    - Introduction to Field Service Setting
    - Introduction to Dashboard and Report
  • +If client is not using any other module of Dynamics 365




  • Premium package includes benefits of Essential package
  • Deliverable
    - Understanding of current process
    - Introduction to Inventory
    - Introduction to Purchase
    - Introduction to Resource & Booking Settings
    - Introduction to Sales Process with Field Service
    - Reports by Wizard
    - Dashboards and Views




  • Advance package includes benefits of Essential and Premium packages
  • Deliverable
    - Field Service Portal Configuration
    - Reports – 5 reports
    - Forms – 5 Forms
    - Custom Entities – 5 Entities
    - Workflows – 5 workflow
    - Business Rules - 5 Business Rules
    - Development with simple and medium complexity

Why Choose Cynoteck

Any service-based organization that is providing on-site installation, maintenance, and break/fix services will benefit from Dynamics 365 for Field Services. The biggest challenge for these organizations is to improve the productivity of their field-based teams and maximize customer satisfaction. Cynoteck is a Microsoft Gold partner, bring in-depth knowledge of Microsoft Field Service Management (FSM) solution. Our team of professionals will help you in implementing Dynamics 365 for Field Service within your organization based on your business needs.
We will additionally assist you on designing, configuring, and supporting the business critical application, and integrate those multiple applications and customize them to meet the unique requirements.

  • Find the actual problems

  • Proper steps for solutions

  • Beneficial strategies

  • Great support team

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