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Dynamics 365 Field Service

Your Technicians Waste Hours on Preventable Chaos.

When your technicians are in the field, every minute matters. Dynamics 365 Field Service puts the right technician on the right job with the right parts — and gives your customers real-time visibility the entire time. Qixas implements field service solutions that reduce travel time, increase first-time fix rates, and eliminate the scheduling chaos that's costing you money every day.

Microsoft

Solutions Partner

2,000+

Engagements delivered

Microsoft

Solutions Partner

Sound familiar?

Sound Familiar?

Most field service operations run on a combination of phone calls, gut instinct, and hope. That works until it doesn't.

Scheduling is a full-time job — and still wrong

Your dispatcher spends hours juggling technician availability, skills, locations, and SLAs. Then one emergency call blows up the whole day's schedule.

First-time fix rates are too low

Technicians show up without the right parts, the right information, or the right skills. Second trips kill margins and frustrate customers.

Customers call to ask 'where's my technician?'

No real-time tracking, no automated updates. Your office staff fields calls all day while customers wait in the dark.

Work orders live on paper or in email

Service details, time entries, and parts used get written on clipboards and re-keyed later — if they get entered at all. Invoicing is slow and inaccurate.

The platform

What Is Dynamics 365 Field Service?

Dynamics 365 Field Service is Microsoft's end-to-end platform for managing service operations that happen outside your office — installations, repairs, inspections, and preventive maintenance. It connects your dispatchers, technicians, and customers on a single platform with intelligent scheduling, mobile tools, and IoT-powered proactive service.

Field Service intelligent scheduling board

Work Order Management

Create, track, and manage work orders from initial customer request through completion, invoicing, and warranty tracking. Technicians use step-by-step checklists to ensure consistent service quality.

Intelligent Scheduling

AI-powered scheduling considers technician skills, certifications, location, availability, and SLA commitments to automatically build optimal schedules. The system continuously re-optimizes as the day changes.

Mobile-First Experience

Purpose-built mobile app gives field crews work orders, customer history, parts inventory, barcode scanning, offline sync, and knowledge base access. Works without connectivity.

IoT & Proactive Service

Connect IoT-enabled equipment to automatically detect anomalies, trigger alerts, and create work orders before customers experience failures. Remote commands let technicians fix issues without a truck roll.

Real-Time Tracking

GPS tracking and automated status updates give dispatchers complete visibility. Customers receive accurate arrival windows and real-time notifications.

Customer Engagement

Automated appointment reminders, real-time technician tracking, and post-service surveys. Integration with Customer Service ensures full history visibility across the organization.

Core capabilities

Field Service Capabilities We Implement

Every component works together — from service request to invoice. We start with the features that fix your biggest operational pain and expand from there.

Work Orders

The core of field service operations. Manage the full lifecycle of every service job — from initial customer request through scheduling, dispatch, execution, and invoicing.

Automated work order creation from cases, service agreements, warranty claims, or IoT alerts
Service task checklists with step-by-step instructions and safety protocols
Parts management with real-time inventory visibility across trucks and warehouses
Time tracking with automatic travel time capture and labor cost allocation
Customer asset tracking with complete service history and warranty dates
Multi-status workflow with conditional routing and escalation rules
Integration with Business Central for automated invoicing and cost tracking

Outcomes

Results That Show Up on the P&L

These are the outcomes Qixas clients see after a properly implemented field service rollout — not vendor marketing claims.

20%

Less travel time

Optimized routing and territory management

25%

Higher first-time fix rates

Right tech, right parts, right information

80%

Technician adoption in 30 days

Because the app makes their job easier, not harder

12-18mo

Typical payback period

Most see positive ROI within the first year

Why Qixas

Field Service That Works in the Real World

Configuring Dynamics 365 Field Service is not the same as configuring a back-office ERP. Field service has unique challenges — unreliable connectivity, technicians who aren't IT professionals, schedules that change by the hour, and customers who expect real-time updates. Many implementations fail because they don't address true operational friction. Qixas knows what works in the field, not just in the demo environment.

Low technician adoption? We design mobile workflows that make technicians' jobs easier — not apps that add administrative burden

Scheduling chaos? We configure the platform to match your existing dispatch constraints and SLA requirements, then optimize incrementally

Data fragmentation? We unify Excel, email chains, phone notes, and separate systems into a single source of truth

Communication gaps? We implement automated customer notifications, technician tracking, and escalation alerts that eliminate miscommunication

Inadequate resource planning? We extract actionable insights from real scheduling and productivity data to inform hiring and training

Data migration complexity? Proven methodologies for transferring legacy work order history and customer asset records without disrupting operations

Client stories

What Our Clients Say

Client story

30%

Reduction in overtime costs

Our dispatchers were drowning in phone calls and whiteboards. Qixas got us on Field Service in 10 weeks — scheduling is automated, technicians have everything on their phones, and customers get text updates. We cut overtime by 30% in the first quarter.
V

VP of Operations

Mid-market HVAC services company, Ontario

Ready to stop losing money on preventable inefficiency?

FAQ

Frequently Asked Questions, Answered

How does Field Service integrate with Business Central?
Dynamics 365 Field Service integrates with Business Central through the Dataverse platform, creating bidirectional data flow. Work orders, customer records, products, and inventory synchronize between systems automatically. When a technician completes a work order, that data flows to Business Central for automated invoice generation, cost accounting, and revenue recognition. Qixas configures the integration to match your specific billing model — hourly rates, fixed-price jobs, time-and-materials, or project-based contracts.
Can our technicians use the mobile app without internet access?
Yes. The Field Service mobile app is purpose-built for offline scenarios. Technicians can view their schedule, access work order details, record time and materials, capture signatures, take photos, and scan barcodes — all without connectivity. Data syncs automatically when they reconnect. We test connectivity scenarios during implementation to ensure your technicians aren't blocked by network limitations.
How long does a Field Service implementation take?
A core implementation with work order management, resource scheduling, and mobile app typically takes 8 to 12 weeks. Adding RSO automation, IoT integration, or complex Business Central workflows can extend to 12 to 16 weeks. We use a phased approach — getting the schedule board and mobile app in production in the first 6 weeks while continuing advanced configuration.
Do we need Dynamics 365 Customer Engagement to use Field Service?
No. Field Service is a standalone solution on the Dataverse platform. However, combining it with Customer Service creates seamless escalation workflows, unified service history, and opportunities to upsell preventive maintenance. We help you determine the right scope based on your service model and long-term objectives.
Can Field Service handle our complex scheduling requirements?
Yes. The scheduling engine supports skills-based matching, territory management, crew scheduling, multi-day and recurring jobs, and priority-based optimization. RSO extends this by automatically scheduling and re-optimizing hundreds of work orders across large technician pools. Most Qixas customers see 15-25% improvement in schedule efficiency in the first 90 days.

Ready to Optimize Your Field Operations?

Talk to a Qixas consultant about how Dynamics 365 Field Service can reduce travel time, improve first-time fix rates, and give your customers a better service experience.