Field Service Management with Dynamics CRM

A world-class CRM that delivers world-class field service management solutions.

A versatile customer service solution that moves with you.

Field service management is about more than just having the right tools for the job no matter where you are. It’s about being able to connect with your most important asset, your customers. With Microsoft Dynamics CRM and field service management solutions from PowerObjects, you can create a customer service story that spans multiple channels, maximizes your employees’ efficiency, and exceeds customer expectations.

Product Purchase

Service Issue

Work Order Creation & Dispatch





Key Features

360° View of the Customer

Achieve complete organizational alignment with Sales, Marketing, Customer Service, and Field Service teams for customer records.

Asset and Equipment Management

Manage all equipment components for complete visibility into warranty and service agreements; total revenue and related costs; and audit history.

Work Order Management

Create work orders directly from a case, customer portal, email, or directly from CRM and track against SLAs, entitlements, revenue and related costs, and invoicing.

Scheduling and Optimization

Automatically schedule and assign resources based on skills, location, required parts, and work load. Routes are optimized to meet SLAs and minimize drive times.

Service Contracts

Dynamics CRM service contracts help you maintain warranty and entitlement information organization-wide.

Inventory, Parts and Logistics

Get real-time updates to ensure accurate inventory including the ability to reorder directly from CRM through an ERP system integration.

Customer and Partner Engagement

Portals provide visibility and insight through configurable web pages tailored to customer or partner roles and extend the power of CRM to deliver self-service options to enhance the customer experience.

Knowledge Management

Make crucial field service resources such as product manuals, technical support documentation, training, and related videos readily available to customer care representatives, partners, and field technicians.


Built with technicians and field agents in mind, Dynamics CRM mobile capabilities leverage the built-in features of Android, iOS, and Windows.


With one central repository of information, key analytics and KPIs are at your fingertips for proactive decision making.

Unmatched Benefits

  • Increase Service Revenue

    Prevent warranty leakage, enter new markets, maximize technician productivity, increase upsell/cross-sell opportunities, and speed up cash flow.

  • Reduce Costs

    Reduce overstocking costs; improve parts visibility and workforce utilization; reduce administrative overhead; and increase efficiencies.

  • Increase Employee Productivity and Satisfaction

    Automate your field service operations to increase field utilization, eliminate duplicate data, and increase employee satisfaction.

  • Increase Customer and Partner Satisfaction

    Keep your customers and partners happy by opening up multi-channel communication lines, meeting or exceeding SLAs, and providing proactive vs. reactive service.

  • Adhere to Regulatory Compliance

    Define necessary procedures, build forms, maintain audit history, and capture critical data required to stay in compliance.

Field Service Customer Success Stories

More Resources


Learn more about the current state of field service. Download 5 Critical KPIs for Field Service Success – A Field Technologies Magazine’s Special Report.

Learn More about our Field Service Management Solution
Download the Field Service Management white paper now!

We’re Here to Help
Interested in learning how Dynamics CRM can impact your Field Service management? PowerObjects can help. Contact Field Service Solutions Practice Director Dan Cefaratti to get started today!

Dan Cefaratti
Send Dan an Email

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Field Service and CRM: A Dynamic Pair!