Service Fusion vs Dynamics 365 Field Service

Last Updated:

Our analysts compared Service Fusion 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.

Service Fusion Software Tool

Product Basics

Service Fusion migrates customer details in a digital format, streamlining users’ workflows. Users can view business operations across verticals through a centralized repository for reporting, invoicing, payments, scheduling and customer management. It combines AI and VoIP expertise for improved ease of use, tracks where users get their business and analyzes metrics to improve outcomes. Businesses gain visibility into their remote workforces and fleets to increase technician productivity and fleet tracking capabilities.

Users can manage team safety and health with no-touch support. Remote scheduling and dispatch, bill payments and online estimates, email options and integrated VoIP support field teams. It provides enterprise-level inclusions to small business owners and comes with a flat-rate pricing plan.
read more...
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
read more...
$195 Monthly
Get a free price quote
Tailored to your specific needs
$40/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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

  • Centralized Platform:  A centralized platform helps complete tasks like scheduling, managing customer calls and monitoring their fleet. 
  • Touchless Communication:  Send email estimates, e-signs documents and send confirmation emails to customers via touchless communication. Assign jobs and projects to sales representatives. 
  • Easy Scheduling and Dispatch: Schedule jobs for representatives without any overlap. Share job information with field workers’ smart devices using mobile accessibility. Inform customers when a technician is on the way. 
  • Step-by-Step Onboarding: Get started with thorough onboarding procedures designed to get employees up to speed quickly.  
  • Convert From Estimates to Jobs: Create and send job estimates with pre-populated service lines and products. Convert job quotes to assigned jobs. Prioritize jobs, assign jobs to sales representatives, schedule on-site visits for technicians, calculate commissions and more. 
  • Organized Platform: Complete 30-minute tasks in 30 seconds using organized dashboards. Simplify daily tasks while ensuring proper management of technicians, staff and customers. 
  • Communicate in Real-Time: Send SMS notifications to customers and technicians about on-the-way alerts, scheduled jobs and more. 
  • Reduce Paperwork: Send job details to field workers using the mobile app. Mobile employees can view and edit jobs on-the-go and reduce the amount of paperwork needed to process jobs with the mobile app. 
read more...
  • 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.
read more...
  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
read more...
  • 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.
read more...

Product Ranking

#6

among all
Field Service Management Software

#10

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

77
86
94
84
98
84
76
90
Show More Show More
Customer Management
Work Order Management
Billing and Invoicing
Reporting and Dashboards
Scheduling
Inventory Management
Work Order Management
Equipment and Asset Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Service Fusion
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 94 98 76 69 78 75 87 60 57 70 98 84 84 90 98 99 93 76 84 100 92 99 0 25 50 75 100
88%
0%
12%
88%
0%
12%
100%
0%
0%
78%
11%
11%
75%
0%
25%
88%
13%
-1%
71%
0%
29%
100%
0%
0%
75%
0%
25%
100%
0%
0%
64%
0%
36%
91%
0%
9%
89%
0%
11%
78%
0%
22%
63%
0%
37%
75%
13%
12%
43%
0%
57%
100%
0%
0%
67%
0%
33%
92%
0%
8%
100%
0%
0%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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

User Sentiment Summary

Great User Sentiment 334 reviews
Great User Sentiment 4556 reviews
88%
of users recommend this product

Service Fusion has a 'great' User Satisfaction Rating of 88% when considering 334 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)
4.2 (46)
3.9 (133)
4.38 (161)
n/a
4.5 (127)
4.3 (3815)
n/a
4.4 (18)
n/a
4.0 (569)

Awards

we're gathering data

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

Functionality: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
Show more
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.
Show more
Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.
Show more
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.
Show more

Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

Show more

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.

Show more

Screenshots

Top Alternatives in Field Service Management Software


Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

Jobber

Kickserv

mHelpDesk

Oracle Field Service

Salesforce Field Service

ServiceMax

ServicePower

ServiceTitan

simPRO

Workiz

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings