Automate Key Processes with Dynamics 365 Field Service
Out-of-the-box capabilities in Dynamics 365 Field Service can be enhanced with automation to improve efficiency and customer experience. Automation can be used at various stages, such as creation, before scheduling, on completion, and around resources. However, there are instances where it's best not to use automation, such as when triggering automation based on status changes or during critical touchpoints. Integrating Field Service with the sales process can also improve efficiency and communication. Onsite payment collection can be facilitated through cash, check, or credit card transactions. Collecting customer feedback can be streamlined using Dynamics 365 Field Service and Power Automate. Overall, Dynamics 365 Field Service provides the tools and capabilities to create comprehensive field service systems.
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