What is Dynamics – How do I install field services in Dynamics 365?

Dynamics 365

Dynamics 365 has been designed by Microsoft to benefit the organizations by maximizing flexibility and accessibility which in turn can boost their business. It is basically a combination of a cloud based ERP and CRM enterprise system. 

Installation of cloud field service software in Dynamics 365 is a great way to improve field services that in turn help in creating a good impression on the customers and a better brand image.

What is Dynamics 365?

Dynamics 365 aims to simplify data unlike the earlier enterprise software that included layers of complex database. Such data was difficult to integrate and upgrade. Dynamics 365 has a common data model. 

This data model by Microsoft enables the customizations made for one company usable for the other without any complication. This is a good way to lower the cost and enhance the usability. It also enables tighter integration with various apps including Office 365.

Dynamics 365 is available in the cloud. This allows greater control of the product to its developers. This is essential especially owing to the common data model it has. It has two editions:

  • Dynamics 365, Enterprise Edition
  • Dynamics 365, Business Edition

Dynamics 365, Enterprise Edition

The enterprise edition is suitable for companies with greater employee strength that is around 250 or more. This is because it has higher power among the two. It is a unique amalgamation of Microsoft Dynamics AX and Microsoft Dynamics CRM. 

It has six modules including Finance and Operations, Customer Service, Field Service, Project Service, Marketing and Sales.

Dynamics 365, Business Edition

This edition is suitable for business organizations with 10-250 employees. It has three modules. These are Finance and Operations, Sales and Marketing. So, the companies with the aforementioned strength can get this edition installed to handle their sales, marketing, finance and operations tasks efficiently.


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How to Install Dynamics 365 for Field Service?

Both trial and purchased subscription of Field Service application is available for installation on Dynamics 365.

Follow the below-mentioned steps to add field service trial to Dynamics 365:

  • Sign into Dynamics 365 using system administrator credentials.
  • Next, go to Settings
  • Click Microsoft AppSource and look for Field Service Trial
  • Select Dynamics 365 for Field Service Trial and select Free Trial
  • Click the ‘Organization to Add the Application’ dropdown
  • Select the it for Customer Engagement Organization Name
  • Go through the Terms and Conditions and Click Agree to begin the installation process.

Follow the below-mentioned steps to add purchased subscription of field service to Dynamics 365:

  • Go to Billing on the Office 365 Admin Center
  • Select Purchase Services
  • Click Dynamics 365 for Field Service Enterprise Edition 
  • Select Buy Now
  • The system will take you through the installation process step by step. Follow the same to install the application.

Both the installation processes should take around 30 minutes.

After the installation process completes, you need to verify its completion. Click the Customer Engagement Main menu to verify the Field Service application is available. 

Download and Install Field Service Mobile App

In order to use the Field Service Mobile Application with Dynamics 365 you require setting up users and resources enabled for mobile app access. Let us have a look at the steps to download and install this app:

  • Visit the Windows/ Apple or Google Play app store.
  • Download Field Service Mobile App 

It is time now to install the field service mobile configuration tool. This tool provides access to the field technicians. It also gives the administrators the rights to customize the mobile experience. 

Download the Mobile Configuration Tool and save it on your system. Go to Settings in the Dynamics 365 for Customer Engagement Organization. Click Solutions and select Import and you will be able to install mobile configuration tool in few simple steps.


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Why Install Dynamics 365 for Field Service?

Installation of Dynamics 365 for cloud field service enables better field service which helps in increasing customer engagement. Dynamics 365, Enterprise Edition includes the field service module. 

This is an amazing option for organizations offering field services. The field service agents can handle their tasks better when the organization has this cloud field service software installed. 

Cracking sales, coordinating with back office staff, checking the status of inventory and various other field service tasks can be completed smoothly thereby allowing better customer experience. It can also be used to assess the performance of the field service staff. You can track their whereabouts and see how dedicatedly and quickly they are performing the assigned tasks.

Several organizations have benefitted with the installation of field services in Dynamics 365. It is highly recommended for organizations providing field services.


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