Explore how to leverage Microsoft Dynamics 365 Field Service for preventative maintenance and learn how it can help your business streamline operations, reduce downtime, and optimize asset performance. We cover both the native features of Dynamics 365 Field Service, such as agreement setup, booking recurrences, and incident management, as well as advanced customizations offered by Rand Group. Whether you’re a service provider managing customer assets or an internal team maintaining your equipment, this video offers practical guidance to enhance your maintenance strategy. You’ll also learn how to leverage automation, geolocation, and meter-based scheduling to ensure timely interventions and long-term asset health. By the end, you’ll have actionable steps to implement or improve your preventative maintenance processes.
This video is also available as a blog: Leveraging Dynamics 365 Field Service for preventative maintenance
In this video you’ll learn:
How to configure agreements, automate work orders, and set up recurring schedules
Advanced customization options, including meter-based maintenance and workflows
Actionable tips to streamline processes, enhance asset performance, and ensure timely maintenance
