Dynamics 365 lets you set up automated reminders and notifications on a field agent’s time of arrival, while the customer portal - which can be built with Microsoft Power Apps – offers a real-time view of the agent’s location on the day. Afterwards, you can even follow up with an automated survey send, which helps inform performance and customer satisfaction.

With Dynamics 365 Guides, you can create step-by-step instructions to help field agents solve problems in real-time. And for those jobs that require more information, you can just ask the AI tool, Copilot, to search through manuals or documents to find a specific answer and resolve issues faster.

Efficiency extends to the office, with Copilot on hand to quickly identify, surface summaries and answer questions about specific work orders. Plus, you can even ask it to draft a response to customers in Outlook, including key details and next steps to resolve their query.