Salesforce Field Service vs Dynamics 365 Field Service

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Our analysts compared Salesforce Field Service vs Dynamics 365 Field Service based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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Dynamics 365 Field Service streamlines field operations for organizations dispatching technicians to customer locations. Its core functionality revolves around work order management, scheduling, resource optimization, and mobile enablement for technicians. This cloud-based solution caters best to mid-sized and large enterprises in service-oriented industries like field engineering, facilities maintenance, and pest control. Key benefits include improved scheduling efficiency, reduced operational costs, and enhanced customer satisfaction. Popular features encompass real-time technician tracking, knowledge base integration, and remote assistance capabilities. User reviews within the field service management domain generally praise its comprehensive feature set, ease of use, and robust reporting capabilities. However, some users cite limitations in customization options and integration with non-Microsoft products. Pricing typically follows a tiered subscription model based on the number of users and desired functionality. Expect costs to range from mid-four figures to several thousand dollars per month.

Pros
  • Intuitive interface
  • Robust scheduling
  • Mobile app for techs
  • Seamless customer portal
  • Powerful reporting tools
Cons
  • Limited customization
  • Integration challenges
  • Steeper learning curve
  • Potentially costly add-ons
  • Complex pricing structure
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$50/User, Monthly
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Tailored to your specific needs
$40/User, Monthly
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Tailored to your specific needs
Small 
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Medium 
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Large 
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Small 
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Medium 
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Large 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Deletes Pen and Paper Tracking:  Get rid of archaic systems like pen-and-paper tracking with superior technology. 
  • Increases Customer Satisfaction:  Automatically match the right tech to the right job and customer based on criteria such as skill level, distance from the job and more. 
  • Tackles Critical Issues:  With powerful tracking and notification features, stay abreast of essential information such as schematics, blueprints, low item stocks, or poor condition to handle important issues. 
  • Web-Based:  Access the web-based platform-agnostic solution from any internet-connected device for easy accessibility. 
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  • Enhanced Customer Satisfaction: Improve resolution times, first-time fix rates, and overall service quality consistency through optimized scheduling, real-time technician tracking, and seamless communication channels. Empower customers with self-service options and proactive communication for greater transparency and control.
  • Optimized Field Operations: Streamline work order management, scheduling, and dispatching processes to ensure the right technicians arrive at the right place with the right tools and knowledge. Reduce travel time and costs through intelligent routing and scheduling algorithms.
  • Increased Technician Productivity: Empower field technicians with a mobile-first experience, providing access to work orders, customer information, knowledge base resources, and remote assistance capabilities on their mobile devices. Improve first-time fix rates through guided workflows and knowledge sharing tools.
  • Improved Resource Utilization: Maximize technician productivity and reduce downtime by optimizing schedules, matching skills to tasks, and managing inventory levels effectively. Track asset utilization and maintenance needs to proactively address potential issues and maximize asset lifespan.
  • Reduced Operational Costs: Streamline processes, minimize travel expenses, optimize resource allocation, and reduce overtime costs through efficient scheduling and dispatching. Minimize equipment downtime and extend asset lifespan through proactive maintenance and inventory management.
  • Enhanced Data-Driven Insights: Gain visibility into key performance indicators, identify areas for improvement, and make data-driven decisions to optimize field operations. Leverage predictive analytics to forecast demand, anticipate resource needs, and proactively address potential service issues.
  • Improved Compliance and Safety: Ensure adherence to industry regulations, safety standards, and service level agreements through automated compliance checks and audit trails. Improve technician safety through real-time location tracking and emergency assistance capabilities.
  • Seamless Integration with Microsoft Ecosystem: Connect seamlessly with other Microsoft Dynamics 365 applications, including CRM, Finance, Supply Chain Management, and Customer Service, for a unified view of customer data and business processes.
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  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
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  • Work Order Management: Create, prioritize, assign, and track work orders, including customer information, asset details, service history, and required tasks.
  • Scheduling and Dispatch: Optimize technician schedules based on skills, availability, location, and job requirements, leveraging intelligent routing and scheduling algorithms.
  • Mobile App for Technicians: Empower field technicians with access to work orders, customer information, inventory, knowledge base, and remote assistance tools on their mobile devices.
  • Customer Portal: Provide customers with self-service options to create service requests, track service status, view service history, and communicate with technicians.
  • Inventory Management: Track parts and supplies, manage inventory levels, and automate replenishment processes to ensure technicians have the right parts on hand.
  • Asset Management: Track asset location, maintenance history, and performance data for proactive maintenance and efficient asset utilization.
  • Knowledge Base: Provide technicians with access to a centralized knowledge base of troubleshooting guides, best practices, and product information.
  • Remote Assistance: Enable experienced technicians or experts to remotely assist field technicians through video calls, augmented reality, and real-time data sharing.
  • Analytics and Reporting: Gain insights into key performance indicators, track trends, and identify areas for improvement with customizable reports and dashboards.
  • Integration with Microsoft Ecosystem: Integrate with other Microsoft Dynamics 365 applications, Office 365, and Azure for a unified view of customer data, business processes, and field operations.
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Product Ranking

#16

among all
Field Service Management Software

#10

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

87
86
69
84
76
84
98
90
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Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management
Scheduling
Inventory Management
Work Order Management
Equipment and Asset Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce Field Service
Dynamics 365 Field Service
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 69 76 98 100 96 99 85 77 100 82 97 84 84 90 98 99 93 76 84 100 92 99 0 25 50 75 100
75%
0%
25%
88%
0%
12%
67%
11%
22%
78%
11%
11%
100%
0%
0%
88%
13%
-1%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
91%
0%
9%
89%
0%
11%
78%
0%
22%
75%
13%
12%
75%
13%
12%
100%
0%
0%
100%
0%
0%
83%
0%
17%
92%
0%
8%
100%
0%
0%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
0%
45%
45%
0%
55%

User Sentiment Summary

Great User Sentiment 56 reviews
Great User Sentiment 4556 reviews
83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

85%
of users recommend this product

Dynamics 365 Field Service has a 'great' User Satisfaction Rating of 85% when considering 4556 user reviews from 5 recognized software review sites.

n/a
4.6 (21)
3.9 (27)
3.9 (133)
4.2 (16)
4.3 (3815)
4.5 (13)
4.4 (18)
n/a
4.0 (569)

Awards

SelectHub research analysts have evaluated Salesforce Field Service and concluded it earns best-in-class honors for Equipment and Asset Management and Scheduling.

Equipment and Asset Management Award
Scheduling Award

SelectHub research analysts have evaluated Dynamics 365 Field Service and concluded it earns best-in-class honors for Inventory Management, Scheduling and Work Order Management.

Inventory Management Award
Scheduling Award
Work Order Management Award

Synopsis of User Ratings and Reviews

Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Improved Efficiency: Streamlined scheduling, dispatching, and mobile tools boost technician productivity and reduce job completion times.
Enhanced First-Time Fix Rates: Access to knowledge bases, customer history, and remote diagnostics enable technicians to resolve issues quickly and accurately.
Reduced Operational Costs: Optimized scheduling, improved first-time fix rates, and streamlined workflows minimize travel costs and resource utilization.
Improved Customer Satisfaction: Real-time visibility, proactive communication, and efficient service delivery enhance customer satisfaction and loyalty.
Data-Driven Insights: Comprehensive reporting and analytics provide valuable insights to optimize field service operations and make informed decisions.
Scalability and Flexibility: The cloud-based platform adapts to changing business needs and integrates seamlessly with other Dynamics 365 applications.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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Learning Curve: The initial setup and user training can be complex for some organizations.
Cost: The subscription fees and potential implementation costs can be high for smaller businesses.
Integration Challenges: Integrating Dynamics 365 Field Service with existing systems can be time-consuming and require technical expertise.
Limited Customization: While customizable, some users report limitations in tailoring the platform to their specific needs.
Reporting Complexity: Generating comprehensive reports can be challenging for users unfamiliar with the platform's reporting tools.
Mobile App Issues: Some users have reported occasional bugs and performance issues with the mobile app.
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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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User reviews of Dynamics 365 Field Service paint a picture of a powerful, cloud-based field service management tool with plenty to offer. Its integrated ecosystem with other Microsoft solutions and seamless mobile experience win praise, alongside its ability to boost efficiency and first-time fix rates. Scheduling, dispatching, and real-time updates keep everyone informed, while access to customer history and knowledge bases empower technicians. This translates to happier customers and lower operational costs, which users value greatly. However, the initial setup and learning curve can be steep, especially compared to competitors like Salesforce Field Service. Some users also find the customization options limited, particularly for niche needs. Integration with existing systems can be complex, and occasional mobile app hiccups can be frustrating. Despite these drawbacks, many users believe Dynamics 365 Field Service's strengths outweigh its weaknesses, particularly for larger organizations who can leverage its deep integration with the Microsoft suite. For those seeking a user-friendly solution with out-of-the-box capabilities, other options might be more suitable. Ultimately, the choice boils down to individual needs and priorities, with Dynamics 365 Field Service remaining a strong contender in the field service management landscape.

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Screenshots

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