Dynamics 365 Field Service Features

Dynamics 365 Field Service

Field Service Management solution

3.92/5 (24 reviews)

Competitor Feature Comparison

Accounting Integration
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Call Center Management
Client Portal
Contact Database
Contract/License Management
Customizable Forms
Dispatch Management
Document Storage
Electronic Signature
Employee Management
File Storage
Historical Reporting
Inventory Management
Job Management
Knowledge Base Management
Maintenance Scheduling
Mobile Access
Multi-Currency
Online Time Clock
Payment Collection in the Field
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Reminders
Reporting/Analytics
Resource Management
Scheduling
Service History
Task Scheduling
Technician Management
User Management
Work Order Management
Learn moreCompare App
Accounting Integration
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Call Center Management
Client Portal
Contact Database
Contract/License Management
Customizable Forms
Dispatch Management
Document Storage
Electronic Signature
Employee Management
File Storage
Historical Reporting
Inventory Management
Job Management
Knowledge Base Management
Maintenance Scheduling
Mobile Access
Multi-Currency
Online Time Clock
Payment Collection in the Field
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Reminders
Reporting/Analytics
Resource Management
Scheduling
Service History
Task Scheduling
Technician Management
User Management
Work Order Management
Visit WebsiteCompare App
Accounting Integration
Alerts/Notifications
Automated Scheduling
Billing & Invoicing
CRM
Calendar Management
Call Center Management
Client Portal
Contact Database
Contract/License Management
Customizable Forms
Dispatch Management
Document Storage
Electronic Signature
Employee Management
File Storage
Historical Reporting
Inventory Management
Job Management
Knowledge Base Management
Maintenance Scheduling
Mobile Access
Multi-Currency
Online Time Clock
Payment Collection in the Field
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Reminders
Reporting/Analytics
Resource Management
Scheduling
Service History
Task Scheduling
Technician Management
User Management
Work Order Management
Visit WebsiteCompare App

Dynamics 365 Field Service Feature Reviews

23 reviewers had the following to say about Dynamics 365 Field Service's features:

Gregory K.

FieldOne - user opinion

2012-01-18

Now I'm implementing Mobile version for Techs on the go.

Pros

Flexibility of design.

Cons

Number of times word "lookup" is used on main page is redundant.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rich C.

The change to this software will be worth it.

2011-12-21

With the introduction of the mobile apps and more ways to expand on the technology that is being deployed on the cellular market it will make everyones jobs easier and reduce the duplication of efforts.

Pros

This software definately has a lot of feature rich properties to it, so much so that the weekly training webinars are helpful because everytime you attend them it gives you more ways to use the software that you didnt remember before.

Cons

We bill reoccuring billing on a monthly, quarterly, and annual basis. There is room for improvement on the way the system generates invoices and automatic renewal of these contracts. They have it on the list of things to do to update this and I am not at all concerned that they will not have a solution shortly for this.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Todd F.

"Bringing the Pieces Together"

2012-01-10

Not only is the software great but the customer service and tech support is just awesome. I feel like I have a friend when I call or email for support. Kudos to the FieldOne team

Pros

I now have my finger on the pulse of my business in real-time. We were using paper invoices (triplicates) which required manual input into our accounting software.

Cons

I have nothing negative to add about Fieldone. Great software and a great team.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Tracey G.

2013-07-11

Although I stated previously that Field One software is a great product, I had issues with the lack of truly customizable reporting that I had been led to believe would be available when I signed on, as well as their customer service.

Rating breakdown

Ease of use
Features
Customer support
Source: Software Advice
Helpful?   Yes   No
Read more
Birhanu W.

Great Software to Manage Resources Efficiently and Effectively

2012-01-31

It is a great tool for service industries to manage their limited resources effectively and efficiently.

Pros

It serves as a good tracker of projects , purchase orders, customer contact information , project status and so on

Cons

The Mobile App is also great , but sometimes it delays synchronization with the server

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Stephanie A.

Great Service Software

2012-02-01

Although we have yet to use all the features allowed by FieldOne, we have been extremely happy with the product itself as well as the tech support in times of need (setting up a complicated custom report).

Pros

Ease of use; software is fairly easy to setup and run. The reporting options have been great as well.

Cons

I do not have any cons at this time.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth C.

FieldOne review

2012-01-06

I would recommend FieldOne software. It has seriously increased the efficiency of our business!

Pros

Great reporting engine Constantly updating the software with new features

Cons

It would be great if there was an automated way to add finance charges

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Robert G.

My experience in working in the world of FieldOne

2014-06-25

Pros

I like the real-time action on the scheduling board as well.

Cons

You should be able to see/access them from the CRM.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Dynamics 365 Field Service

Make sure you get all the people that are going to be using it together from the start. Brainstorm and make sure everyone has a voice. That way, you can fine-tune exactly what you want out of F1.

Source: Software Advice
Helpful?   Yes   No
Read more
Pete S.

Finally, no paperwork!

2011-12-16

FieldOne is highly recommended to any service related business that has employees out in the field. This software in conjunction with truck GPS systems and customer web portals truly puts the service contractor into the 21 century. A great way to distinguish your company from your competitors while increasing cash flow and showing your customers that you are here to serve them in ways that others only dream about.

Pros

Not only do our service technicians see their calls and all pertinent information in the palm of their hands, our office staff now has instant access to live status of each employee, all of their work orders, each trucks' inventory, time sheets, notes for our service managers from the tech's and signatures from the customers.

Cons

Truly remarkable software and support staff!

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Joseph N.

Field Service and Scheduling for Generator Maintenance

2014-06-17

Pros

The Database Service handles multiple tasks, including estimates, billing, invoicing, scheduling, etc.

Cons

Smart phone application not sufficient. Dashboard limitations; customers must create own dashboard; FieldOne should have some standard templates created for companies to use or modify.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

7/10

Recommendations to others considering Dynamics 365 Field Service

Put pressure on FieldOne Management to modify programs to provide greater flexibility. Larger text for tablets.

Source: Software Advice
Helpful?   Yes   No
Read more
Doug S.

FieldOne Terra - Best one out there but needs updating

2015-03-27

Pros

It simply works well, and the reporting and sorting capabilities that export to Excel seamlessly are wonderful.

Cons

I think the company has shifted support for Terra to the larger cloud-based clients, and as a result, the product has not seen any improvements in quite some time.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

9/10

Recommendations to others considering Dynamics 365 Field Service

The learning curve is steep but worth it. You may have to rethink how you do business to make this work for you but that is always a healthy exercise.

Source: Software Advice
Helpful?   Yes   No
Read more
Jaks O.

Life Saving FieldOne

2012-02-17

Great software and company. One of the best investments we ever made.

Pros

The PDA eliminates the need for phone calls, as it is the dispatching center. The reports that can be generated from FieldOne is unbelievable.

Cons

We do not have any cons at this time.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Rebecca B.

FieldOne Terra

2014-06-17

Pros

I like that so many things are customizable throughout the company and for the personal user.

Cons

Also, the alert that someone else has edited information within the same area that you are trying to edit information comes after you try to save your changes, which means that you have to cancel your changes and do it all over again.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

7/10

Recommendations to others considering Dynamics 365 Field Service

There is a lot of training to be done. We still are learning new things that FieldOne can do, and at least every week, I find out something that I hadn't thought about before. I highly recommend that you don't make an immediate change; give everyone in your company a chance to have training meetings and have it be a progression so that everyone can acclimate to the new system. FieldOne is very customizable for each company's specific needs. They are ready and willing to help their system fit within your needs as best as possible.

Source: Software Advice
Helpful?   Yes   No
Read more
Liesl R.

Owner and CEO

2014-06-16

Pros

FieldOne has made some custom reports and such for us that have been invaluable.

Cons

It's not an intuitive system; it has a learning curve, and customer support is required.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Dynamics 365 Field Service

Make sure that whatever system you choose, it has the capability for growth. So many systems were stuck, and what you see is what you get and that doesn't fit every business capacity you may have.

Source: Software Advice
Helpful?   Yes   No
Read more
Cameron W.

Great Field Service software

2013-01-25

Many times if a feature is not currently available they will add the requested feature in a future update.

Pros

Works great in the field, you only have to enter data once. We have used the software since 2007 through cellular air cards.

Cons

Creating estimate for very complex jobs with lots and lots of parts with hundreds of hours of labor is a bit combersome.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Pete S.

Happy Mechanical Contractor

2014-11-24

Pros

We can tell truck stock inventory, shop stock, and accounts receivable.

Cons

We have become pretty used to this software and are not shy about showing it to other contractors and/or prospective customers. Sometimes, it seems virtual, as we never really get to meet the faces behind the voices. None of this is negative, as it is more of a preference to see the people you do business with.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

9/10

Recommendations to others considering Dynamics 365 Field Service

The sooner you can begin using mobile software, the easier things become for all office team members.

Source: Software Advice
Helpful?   Yes   No
Read more
Liesl R.

2013-05-10

What seemed like an easy task was actually quite daunting.

Rating breakdown

Ease of use
Features
Customer support
Source: Software Advice
Helpful?   Yes   No
Read more
Marion S.

Satisfied customer

2012-03-02

Or turf us to a developer if they do not have the time to trouble shoot the larger issues.

Pros

1) fast in the field 2) we love the multiple ways you can search for information. 3) The security settings for employees are detailed and useful 4)Estimate/Project creating has cut our estimate time in half and solved our costing concerns. 5) there are so many small details that we use every day that make a huge difference in communication, pricing, and tracking. 6) Customer support has been so very helpful, it is refreshing to have emails returned, an answer to the bumps in the road while setting up and learning the system.

Cons

only to hit one roadblock after another on what fields it will allow us to pull from, on copying the system report. Many a frustrating experience on our end as well as support trying to help us figure it out.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Robert C.

GREAT TOOL

2012-02-22

The system has been great for us and will really help you and your company move to the digital age. The support along the way has been great, we are very satisfied with our decision to purchase "FieldOne"

Pros

This system has allowed us to take better control of our day to day operations.

Cons

The second things that is a bit tricky is we currently have 13 mobile android units out there and training out techs to move from paper to eletronic was a bit tricky.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Jim H.

Most over complicated system going

2017-10-23

Total waste of money None. 3 years in and we still have the same problems as day 1. Maybe the only good thing is that you can choose what colour skin you want

Cons

Far too complicated Slow Regularly crashes Every step is long winded Engineers refresh 4 or 5 times before it finally refreshes without crashing Data entered skips from one job to another

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Software Advice
Helpful?   Yes   No
Read more
Peter D.

LIFESTYLE

2012-03-24

A1 program - If your not using FieldOne I suggest you have a good look at it.

Pros

FieldOne now allows me to generate my income in a straight forward way and allows me both family and ME time. FieldOne takes away that tired feeling that leads to lack of motivation.

Cons

Want more updates [Love the updates-every update makes my life easier]

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Laurie K.

FieldOne Review

2015-07-21

Pros

The general functionality of the software is very good, except you can't use some critical fields on your standard forms. This may be very detrimental.

Cons

It is designed to rip you off whilst failing to deliver usable resolutions to your problems.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

1/10

Recommendations to others considering Dynamics 365 Field Service

Research reviews. It is critical because, like FieldOne, they may seem great at the outset but once they have you money the support ceases and they concentrate only on how to get more money out of you.

Source: Software Advice
Helpful?   Yes   No
Read more
Gayle B.

FieldOne Terra

2014-06-17

Pros

The ease of converting information to QuickBooks.

Cons

It's not easy to handle both sales and service together.

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

8/10

Recommendations to others considering Dynamics 365 Field Service

Go through training to be sure it is compatible with your needs.

Source: Software Advice
Helpful?   Yes   No
Read more