FieldOne: tool for complex service and logistics solutions

Microsoft recently acquired FieldOne, a company specializing in service and logistics operations. This acquisition filled a gap in Microsoft Dynamics CRM by improving field service and scheduling capabilities.

This article briefly introduces FieldOne as an extension to Microsoft CRM. It focuses on the main ideas and features rather than detailed configuration.

What is FieldOne and what does it offer?

FieldOne is built around a scheduling module and mobile app that let field employees read and update job information on their phones.

FieldOne integrates tightly with Microsoft CRM to plan, manage, and monitor field work. It includes a flexible scheduler and a mobile client for real-time status updates, delays, and notes from technicians.

Example of a mobile client with map view:

Example from practice

Imagine a company providing plumbing and heating services. Several technicians drive to customers for installations and repairs. Each has different skills. In FieldOne’s scheduler you define workers, tasks, timing, and required equipment. Customer requests are entered in Microsoft CRM and passed to FieldOne’s task list. The scheduler generates optimal routes and time plans, displayed clearly on a map, and can be manually adjusted if needed.

For more details, visit FieldOne.

Who is FieldOne for?

FieldOne is suitable for companies that frequently send staff to customers and need to optimize logistics, capacity, and travel costs. It helps manage field operations efficiently while providing customers with clear scheduling information.

FieldOne increases efficiency by optimizing scheduling and reducing downtime between service calls.

Requirements

FieldOne can be installed and configured into your existing Microsoft CRM. The easiest deployment is in Microsoft Dynamics CRM Online, since most of its functions run in the cloud. Licensing is subscription-based per user, just like CRM Online.

For on-premise users, availability is limited and demos are typically provided only to Enterprise Agreement customers. Broader access is expected soon.

More info: FieldOne

Antonín Vinš, consultant at Blue Dynamic, with experience in Dynamics CRM implementations.