Session
Taming Service Chaos with AI: A Field Guide for Dynamics 365 Users
Every service business, whether you fix equipment, maintain buildings, install systems, or keep customers up and running, is trying to do the same things. Keep work moving. Keep customers confident. Keep the day from turning into a surprise puzzle.
This session shows how AI and Dynamics 365 can help you bring order to the daily flow of service work. We walk through the steps every organization deals with. Spot the issue. Create the work order. Assign the right technician. Get the job done. Capture what happened so the next person is not guessing. It is the same Field Service lifecycle used across many organizations, explained in a simple and practical way.
AI and Copilot assist with the tasks that usually slow teams down. They surface history, organize job details, help prepare technicians, and gather the notes that everyone needs. The goal is to give teams the right information at the right time so they can stay focused on the work.
We cover topics such as:
How to build clear and consistent work orders and schedules that teams can actually follow, without depending on a whiteboard that magically becomes the single source of truth.
How using history and parts information helps reduce repeat visits and gives customers confidence in the work.
How AI and Copilot keep information organized by gathering details, preparing technicians, and simplifying documentation so nothing gets lost.
How operations and IT can stay aligned with systems that connect to the tools your business already relies on, including ERP, inventory, and asset management.
The session focuses on practical improvements you can apply right away. You will learn ways to improve scheduling, streamline handoffs, prepare technicians faster, and increase visibility into your service operations. If your organization wants a simpler and more predictable approach to service work, you will leave with ideas ready to put into action.
Pierre Hulsebus
Unlocking service transformation through technology, AI, and 40 years of frontline experience.
Grand Rapids, Michigan, United States
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