Part of a series on review of all the new and amazing “2021 Release Wave 1” features “What is the single most-effective productivity hack that exists in the world today?” Somebody responded, “Copy-Paste” to the question above – and at least, to me that makes a lot of sense. Copy-paste does have a literal meaning … Continue reading Quickly Create New ‘Incident Types’
Part of a series on review of all the new and amazing “2021 Release Wave 1” features Do you calculate taxes in Dynamics 365 Field Service? In my experience, most of the implementations do not use this feature due to several reasons, such as: Services (Work Orders) being managed by Dynamics 365 Field Service are … Continue reading How to Hide Tax Fields? 🤔
Part of a series on review of all the new and amazing “2021 Release Wave 1” features You set up a brand new Dynamics 365 environment, create a Bookable Resource and are pumped up to see map and routing work on the mobile app, but then you see the following error on a map – … Continue reading Quick Tip: How to enable maps on your Dynamics 365 environment?
Part of a series on review of all the new and amazing “2021 Release Wave 1” features There are good days and then there are very good days in the life of consultants. Probably arrival of Self-Service Scheduling Portal (albeit in preview) falls in the later such events. The reasons are many but top of … Continue reading Unpacking the new Self Scheduling Portal (preview) feature
This is a quick “How-To” article on an oft-used scenario in field service organisations: how to create a follow-up work order for future work? The ‘Why’ This may happen for several reasons, such as: Technician does a quick workaround fix today and is wanting to book a future work for parts replacement, field service staff installs … Continue reading How to create a follow-up Work Order?
Since it is becoming more common that the solutions built on Dynamics 365 are hybrid (multiple first-party apps, use Power Apps app, PCF etc) and integration is becoming cheaper and easier (thanks to 100s of connectors), I talked about “Essential Azure for Dynamics 365 professionals” in Power Platform 24 event last week. We looked at … Continue reading Essential Azure for Dynamics 365 Professionals
Part of a series on review of all the new and amazing “2021 Release Wave 1” features The heart of every field service-related business (sales, service or operations) is ‘scheduling’. If you do it well, customers are happy, assets are up and working, and faults are happening less frequently (descending rate of failures) and getting … Continue reading The new Work Hours calendar – review of 2021 Release Wave 1 Enhancements
Long time ago (read web 1.0 era) there was a time when systems alerts meant sending emails to users. That led to ’email deluge’ with Dynamics 365 (err.. CRM in those times) sending emails to users on every new lead, case or order getting created in the system. Thankfully that time has gone and now … Continue reading Many shades of Dynamics 365 Alert Notifications
like implementing Dynamics 365 Field Service for clients in various industries because, in any field service organisation, there are literally dozens (if not hundreds) of rules, approvals and specific processes, and therefore every implementation is unique in many ways. It also underlines how broad and deep the landscape of the product is, to be able … Continue reading Out of Stock Products – can I use them?
Anti-patterns are generally defined as a common response to a recurring problem that is usually ineffective and risks being highly counterproductive. These are those commonly suggested and used solutions, which actually don’t work although they may seem like working. They are usually a product of gut-feeling, imperfect analogies (comparing the situations when they are actually … Continue reading Implementing Dynamics 365 Field Service – 3 anti-patterns