Field Service AI Accelerator — Dynamics 365 Field Service in three weeks

Nobody can picture their own system. That is the expensive problem.

As long as field service stays on paper, customer and partner negotiate assumptions instead of results. Gaps only surface during implementation, when the budget is already committed.

The usual way

Concept first, surprise later

Abstract target picture. Processes on paper; nobody sees how D365 Field Service really works.
Late insight. Gaps only surface during implementation, when the budget is already committed.
Budget without a basis. Estimates rest on requirement documents instead of a tangible backlog.
Expensive standard work. Consulting days go into tables and forms instead of real complexity.

Result: you decide on a large budget before you have seen anything.

With the Accelerator

System first, decision second

A tangible system. After three weeks you see work orders, scheduling and your assets live on the system.
Early clarity. The AI-assisted fit/gap analysis runs against the D365 standard before you release phase 2.
Budget on a basis. The implementation budget comes from a backlog prioritised on the live system.
Standard at a fixed price. The base setup is a product. Your budget later goes into integration and real complexity.

Result: the expensive base setup is done before the big budget is released.

You decide on further implementation only once you have seen your field service on the system.

This is what your field service looks like after phase 1

No standard demo with Contoso data. Your customers, your assets, your technicians, your work order process. You recognise yourself immediately.

Dynamics 365 Field ServiceEnvironment: Your company · Showroom

My active work orders adapted to your process

NumberCustomer / assetTypeStatus

WO-1001Your customer A · Asset 17BreakdownScheduled

WO-1002Your customer B · Line 3MaintenanceOpen

WO-1003Your customer C · East siteInspectionDone

WO-1004Your customer A · Asset 22InstallationPlanned

Schedule board today

TMTechnician 1WO-1001 · Customer AWO-1004 · Customer A

RSTechnician 2WO-1002 · Customer B

LKTechnician 3WO-1003Return / warehouse

WO-1001 Your work order form

CustomerYour customer A

AssetAsset 17 · Serial no. 4471

TypeBreakdown

PriorityHigh

TechnicianTechnician 1

Spare parts2 items reserved

Copilot summary

Schematic preview. The interface follows the Dynamics 365 Field Service standard; forms and data model are adapted to your process in the POC (low code).

Your system, your processes

The work order process the way you need it

D365 Field Service with your work order flow, adapted forms and data model. All standard and low code, so it can be extended later without rebuilding.

Your data inside

Customers, assets, technicians, services

We load your master data into the system. No data migration, but enough that your team does not have to abstract during the showroom.

Showroom and training

Live demo and key user training

After three weeks we show you work orders, scheduling and your assets live. Your key users learn the system on their own POC. The system remains as the basis for phase 2.

Three weeks, five steps, one showroom

Workshops, AI-assisted fit/gap and training lead to a working POC. Project management by Ambit Schweiz AG included.

Week 1

Process workshops

Process map and swimlanes per service case: service accounts, assets, work orders, resources, spare parts.

Weeks 1 to 2

Fit/gap with AI

AI-assisted comparison of your target processes against the D365 standard. Near-standard gaps are implemented directly.

Week 2

POC build

AI-assisted base setup of the D365 Field Service system with your data and adaptations.

Week 3

Showroom session

Interactive demo on the live system with service management, dispatch and executive management.

Week 3

Key user training

Training of your key users on your own POC, train-the-trainer style.

Lead time: about two weeks before kick-off for documents and access Your part: key users and product owner available during the three weeks Format: workshops on site or virtual

AI is part of phase 1. Discussed, shown, evaluated.

In the POC you see not only your process but also what Copilot and agents could concretely take over in your field service. And which of it is worth it.

Standard AI and Copilot

What D365 Field Service already brings

Work order summaries, natural language questions, voice reporting in the mobile app and inspection templates from a PDF. We show it on your data.

Live in the POC, no additional licence

Agent options

Copilot Studio agents

Agents for dispatch, customer requests and knowledge: what is possible today, what is in preview and what fits your process. Sober, not as a sales pitch.

Evaluated, not built. Implementation in phase 2/3.

AI use cases and evaluation

Identification, feasibility, value

For each use case an assessment of feasibility, data basis and value. You receive a prioritised list as input for the implementation budget.

Deliverable: evaluated use case list

Basis: Copilot features in Dynamics 365 Field Service according to Microsoft Learn. Work order summaries, natural language questions and inspection templates from PDF are generally available; voice-based work order updates are in preview. Copilot in the Field Service web app requires no additional licence.

What you get for the fixed price

One result, one price, one timeline. No daily rates and no open-ended effort.

3 weeks

from kick-off to showroom on the live system

Fixed duration

CHF 22'000

Fixed price for all of phase 1, including five licences for three months

excl. VAT

60 %

Standard and base setup are already covered in the POC

Your budget later goes into real complexity

Your result

A working POC

D365 Field Service with your processes and your data. Plus the documented target processes, the gap list and the evaluated AI use cases.

Your certainty

Fixed price, fixed duration

Five licences for three months included. No daily rates, no open-ended effort, no commitment to phase 2.

Your benefit

A basis to use and extend

The tailored system stays. Phase 2 builds on it instead of starting from zero. And your team has already seen it.

Why we can do this at a fixed price

The standard setup is a product

Provisioning, base configuration, roles, work order process and forms run AI-assisted and standardised on our side. We use senior expertise where it is indispensable: in the workshops, in the fit/gap and in the evaluation. That is why the price is predictable. For you and for us.

What comes after the POC is your decision

Phase 1 is complete and paid. Whether and how to continue, you decide with the system in front of you. This is the path to a productive solution.

Phase 1 · this offer

Field Service Accelerator

4 process workshops, AI-assisted POC build, showroom session and key user training.

Model: Fixed priceDuration: 3 weeksPrice: CHF 22'000Result: POC on the system

Phase 2 · optional

Blueprint and architecture

ERP integration, resource scheduling optimisation (RSO), IoT logic, data migration. Based on the POC system.

Model: Time-boxedDuration: 2 weeks, 6 to 8 person-daysResult: prioritised backlog

Phase 3 · optional

Implementation

Gaps, middleware, custom code, testing, go-live. Agile sprints with a sprint budget based on a precise estimate.

Model: Time & materialResult: productive solution

What it takes to succeed in three weeks

A fixed price only works with clear rules. Here is what we need from you and what is not part of phase 1.

What we need from you

Key users and the product owner are available for workshops and questions during the three weeks and actively participate.
You provide access and existing documentation beforehand.
You answer our preparation questions before kick-off so the workshops serve decision-making (about two weeks lead time).
Process descriptions, checklists, service reports or similar are delivered ideally two weeks before kick-off.
Data for enrichment (customers, assets, technicians) is delivered in the first week in a suitable format, for example Excel.
You secure the capacity of your internal experts for preparation, workshops and follow-up.

What is not part of phase 1

Integrations with third-party systems such as ERP or portals. These belong to phase 2/3.
A full data migration. We create customer-specific data but do not migrate.
Customer-specific custom code development.
A production environment. ALM and deployment concepts are not part of the POC.
A customer-specific security concept. The POC uses standard roles.

What the service includes in detail

Requirements workshops: service account management, assets, work order preparation, scheduling and execution, resources, spare parts and services. Target processes incl. gaps, transcription and documentation.
Project management: preparation and follow-up of workshops, results presentation, coordination and scheduling.
Provisioning: initial configuration of a D365 Field Service instance incl. users, teams, permissions and base configuration (metadata, product configuration, statuses, incident types).
Configuration: tailored forms and process flows, data model based on the D365 standard (low code), import of your data.
Key user training: basic training as shared understanding, in-depth training on your adapted processes, forms and configuration.
AI: demonstration of standard AI, discussion of agent options, identification and evaluation of AI use cases.

Frequently asked questions

The questions that come up in almost every first conversation.

What does phase 1 of the Field Service AI Accelerator cost?

CHF 22'000 excl. VAT as a fixed price for all of phase 1, including five licences for three months. No daily rate, no open-ended effort and no commitment to phase 2.

How does phase 1 run?

Three weeks from kick-off to showroom: four process workshops, AI-supported build of the POC, showroom session and key user training.

What is included in the fixed price?

A working Dynamics 365 Field Service with your processes and your data, plus the documented target processes and the gap list. The standard and base setup are already covered in the POC, and five licences for three months are included.

What is not part of phase 1?

Integrations with third-party systems such as ERP or portals, a full data migration, customer-specific custom code, a production environment and a customer-specific permissions concept. The POC uses standard roles.

What happens after the POC?

Phase 1 is finished and paid for. Whether and how things continue is your decision, with the system in front of you. Phase 2 builds on the POC system as a time box: blueprint and architecture, ERP integration, resource scheduling optimisation, IoT logic and data migration.

Order phase 1. The rest remains your decision.

You sign the order electronically, we confirm within one business day and plan the kick-off with you. About two weeks later the workshops start.

Sign the order electronically

Legally valid e-signature, two minutes, no printing. The order contains exactly the deliverables, assumptions and exclusions on this page.

Order confirmation and kick-off date

You receive the confirmation with the preparation questions and the list of required documents. We set the kick-off together.

Kick-off and start of the three weeks

Once access and documents are in place, the clock starts. Three weeks later you stand in the showroom in front of your field service.

Your preferred kick-off date (optional) Included in the message to Christian when you request the signature link or ask questions.

Your order

Phase 1 · Field Service Accelerator4 process workshops, AI-assisted POC build, showroom, key user trainingCHF 22'000

5 Dynamics 365 Field Service licences3 months, for your key users in the POCincluded

Project management Ambit Schweiz AGPreparation and follow-up, coordination, results presentationincluded

Ordered forYour company—

Fixed price excl. VATCHF 22'000

Sign the order electronically Clarify questions first

The contracting party is Ambit Schweiz AG. Invoiced at kick-off, payable within 30 days net. The terms and conditions of Ambit Schweiz AG apply. Prices excl. VAT.