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Will Dynamics 365 Field Service work 'straight out of the box'?

Posted on by Microsoft Employee

Hi,

We are looking at using Cloud based Dynamics initially for a Field Service solution.

How 'out of the box' is it?   With some good technical, non Microsoft, expertise to hand can we get up and running by ourselves?

Regards

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Will Dynamics 365 Field Service work 'straight out of the box'?

    Thomas, I appreciate your responses on this.  It's been a big help.   Thank you.

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Will Dynamics 365 Field Service work 'straight out of the box'?

    You can achieve everything you listed in Field Service oob. You can also set up client web portals for your customers so they can file new cases etc.

    I don't think you really need specialists to come in and implement it. But I think it would be a good Idea to view videos on what are the best practices.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Will Dynamics 365 Field Service work 'straight out of the box'?

    Thomas, thanks for responding.

    I think you are right about going with the product flow.

    I am sure Field Service will easily do what we need;

    Create Clients, multiple sites for clients, multiple jobs for sites.

    Assign field service staff to jobs

    Field service staff have ability to mark job as 'complete' and add comments & attachments.

    Share data with client, definitely by API, and possibly client login.

    We are not asking too much from a Field Service product!

    I got a put off by the Microsoft staff insisting that I work with a partner. I think this is going to add a costly layer than I may not need. That insistence made me wonder if the initial product setup was going to be problematic.

  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Will Dynamics 365 Field Service work 'straight out of the box'?

    I think Field Service does most things out the box. But was there anything in particular you wanted to know if it does?

    I believe that if you work with solution and try and not work against it you will have a good time. If Field Service works in a particular way then try and adopt it rather than using old business processes.

    I think that it really depends on your business operates.

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