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Microso... Reviews
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# Dynamics 365 Field Service Features

##### 
## Before the Job (4)

Calendar

Uses the calendar tool to determine field workers who are free for the job.

Dispatch

Notifies field service workers of their upcoming assignments.

Roles

Allows users to see tasks according to permissions and roles.

Booking

Allows clients to book jobs through the desktop page or within the app.

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##### 
## On the Job (4)

Location

Tracks employee location to ensure timeliness.

Employee Communication

Enables communication within the app from manager to field service employee.

Client Notifications

Notifies clients, should any delays or mishaps occur.

Field Sales

Includes some ability to serve as a sales and ordering application.

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##### 
## After the Job (4)

Reports

Creates reports that reflect field performance either as a team or individually, to review productivity.

Analytics

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Invoicing

Sends invoices through the software and allows clients to pay on the spot.

CRM Integrations

Integrates with CRM software to monitor all aspects of the customer relationship.

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##### 
## Territory Mapping (3)

Custom Territory Mapping

Allows users to control of the sizes, shapes, and quantites of sales team areas

Strategic Selling

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatic Rep Assignment

Automatically assigns reps to new sales opportunities that are within their current territories

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##### 
## Route Planning (3)

Lead Priority

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Optimized Sales Routes

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Map Directions

Provides users with live directions en route to the final destination

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##### 
## Sales Performance Management (3)

Gamification

Provides users with engaging sales competitions

Performance Dashboards

Provides field sales statistics for all sales reps

Sales Rep Tracker

Provides data on the data on the performance and whereabouts of reps in the field

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##### 
## Presentation and Forms (3)

Video and Interactive Media

Provides video capabilties that field reps can use during field sales calls

Digital Contracts

Allows field reps to create digital contracts within the software

E-signature

Allows users to collect e-signatures within the software

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##### 
## Generative AI (2)

AI Text Summarization

Condenses long documents or text into a brief summary.

AI Image-to-Text

Converts images into a textual description, identifying key elements.

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##### 
## Agentic AI - Field Service Management (3)

Autonomous Task Execution

Capability to perform complex tasks without constant human input

Natural Language Interaction

Engages in human-like conversation for task delegation

Proactive Assistance

Anticipates needs and offers suggestions without prompting

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[

 ![Showell](https://images.g2crowd.com/uploads/product/hd_favicon/2ae67766501b51aff61211d6c6b241bd/showell.svg "Showell")

Sponsored

Showell

4.6/5

(310)

Visit Website

](javascript:void(0))

## Top-Rated Alternatives

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Agentforce Field Service (formerly Salesforce Field Service)

4.4/5

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[
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Dynamics 365 Field Service Comparisons

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##### Categories on G2

[
Field Sales
](https://www.g2.com/categories/field-sales)[
Field Service Management
](https://www.g2.com/categories/field-service-management)

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