Microsoft Dynamics 365 Field Service (FieldOne) vs. Salesforce Field Service

Microsoft Dynamics 365 Field Service is [...] one of the best tools when it comes to delivering on-site service to customer locations. Organizations can follow [a] proactive and predictive service model by using Connected Field Service, [which] provides capabilities to connect to IoT devices and to remotely diagnose, monitor, and service the devices by integrating with Microsoft Azure IoT Hub and using Microsoft Azure IoT Hub PaaS offering.

Incentivized

ClickMobile can be implemented in virtually any organization that has a need for a Mobile Workforce Management system. The only real limitations or concerns will be with the backend hardware architecture. Sectors that have really seen the best utilization of the software are ones that have a dynamic service schedule and need to be extremely flexible with their customers service needs. In a day where customer service is so important to an organizations ability to remain the market leader it is extremely important for an organization to consider implementing a mobile solution. For organizations that already have a mobile management solution in place it is critical that they continuously reevaluate the system in order to remain competitive in their market and drive down operational costs. Change can be difficult for many organizations and the buy-in from the Field resources, who will ultimately be utilizing the mobile solution on a daily basis, will be critical when implementing something like ClickMobile. If the field resources are not able to accept a change to process then Change Management needs to take place during the implementation. It is generally a good rule to begin Change Management at the beginning of any large project, such as one where a mobile solution is being introduced.

• Optimized Resource Scheduling - both manual and automatic.
• Field Service (Dynamics 365) mobile app for the field service agents
• Seamless Integration with other [Microsoft] Dynamics 365 Apps through Dataverse and other Power Platform products

Incentivized

• Great dispatcher service which helps the Field Service managers
• Great view of the availability of the technicians
• Ability to track real time any updates about the service appointment

• Being a part of Dynamics 365 Customer Engagement Apps and as it uses Power Platform, to fully leverage all the features and understand its capabilities, one has to know those related products and technologies also.
• Field Service Mobile support is ending in June 2022, and transitioning to the new Field Service (Dynamics 365) [so that] is something the existing customers would have to plan [for].

Incentivized

• Click has a long way to go to improve functionality of its current features. It is buggy and slow, and does not sync correctly with scheduling.
• Mobile users can only see one day at a time, making point-of-care scheduling cumbersome.
• Tech support is only provided to end users by email.

ClickSoftware is still being used. As far as I can tell it will be used tomorrow as well. Once you make the commitment to run with that as your scheduling engine, it would take a lot of effort to evaluate and implement another companies' solution without significant disruption to your service organization.

We had to contact support a number of times related to bugs that our admin/dev teams were not able to troubleshoot. Unfortunately the Salesforce support was not super helpful, asking us to perform steps that we already completed and included in the original support ticket. Then the problems couldn't be reproduced so ultimately the tickets got closed without resolution. LWC support in the mobile app is severely lacking.

Incentivized

Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

I know of IFS but I do not think it is a worthy or close competitor to Salesforce Field Service lightning as its not that user friendly yet with a complicated interface. Also it does not have the name and respect and brand value that Salesforce commands in the market thereby making it easier for Business to approve.

• ROI has increased along with customer satisfaction after the organization has adopted Microsoft Dynamics 365 Field Service.

Incentivized

• Field nurses are spending 4-5 (paid) hours a week trying to troubleshoot this software.