Engage for Field Service

Take your field service to the next level

field service usa screenshot

What is Engage for Field Service?

Engage for Field Service takes Microsoft Dynamics 365 for Field Service to a whole new level. It offers prebuilt functionality designed specifically for the unique needs of field service organizations.

Our added functionality enhances and extends your existing field service system. With the added capabilities you can quickly and easily streamline service operations, connect field service to your ERP finance and operations processes, and leverage digital transformation technology.

Download the Field Service Overview

Business Outcomes

Engage for Field Service components offer capabilities built on D365 for Field Service designed to address high-value and high-demand customer scenarios, enable faster implementation, and lower costs.

  • Move from a cost center to a profit center
  • Increase efficiency and customer service
  • Transform your service model from a traditional reactive model to a predictive and proactive model
  • Improve visibility into operations and personnel activities


Warranty Management

The ability to view, access, and automatically track customer asset warranty coverage and the data to facilitate manufacturer warranty claims is critical to running a profitable service organization. To help you seize control of warranty management, we’ve built an agile yet robust add-on that’s integrated with D365 for Field Service.

The warranty management module allows you to quickly and easily create, administer, process and track warranty coverage and activities against customer assets throughout their entire lifecycles. When warranty processes and data is automated, service is faster, invoices are more accurate, warranty claims are streamlined, customers are happier, and all service revenue is accounted for.

Time Card Management

Microsoft Dynamics 365 for Field Service is helping many field service organizations automate and streamline processes to support growing service as a profit center. To be successful, however, they need to be able to fully integrate time cards with their financial systems—something that can be costly and time and resource intensive.

Our time card module is a plug-and-play add-on that completely automates time card work flows in D365 for Field Service and allows you to manage workflows and track time spent on work orders, administrative functions, and paid time off across all devices—including mobile. The solution simplifies payroll and other time tracking processes right out of the box. There’s no customization necessary—saving you money and speeding time to value.

Time to Value

Preventive maintenance

Preventive maintenance offers the ability to track and maintain equipment history and records. Maintenance plans can be usage or time based and intervals can be defined to be major or minor. Our preventive maintenance capabilities also allow you to build a platform on which you can add IoT and advanced analytics—so you can gain actionable insights from the data you gather to improve your operating model.

Depot repair
When an asset needs to be returned to the manufacturer or dealer for service, depot repair makes it easy with immediate warranty information, triage, and serialization capabilities.