Making Field Service Smarter using AI Builder – Quality Assurance

Quality audit is part of a work management life cycle in most Field Service organizations. To ensure customers are satisfied, equipment is up and running, and there are no SLA breaches, a quality audit is conducted in all or statistically sampled work orders. This often means creating another booking, or a task, or creating a Continue reading Making Field Service Smarter using AI Builder – Quality Assurance

AI-100 and the impact of AI on enterprise software

Finally, done! I was working on this weekend project since last 6 months and while learning new tech, products and features is always fun, what was really educating for me is the extent of commoditisation of AI on Azure platform. There are many features such as real-time translation in dozens of language, finding celebrity, scene, retail brands Continue reading AI-100 and the impact of AI on enterprise software

Re-generate stale Agreement Work Orders

Auto-generating Work Orders and (optionally) Bookings for assets servicing, scheduled maintenance or any other recurring work order scenarios is a common requirement in any Field Service organisation. This is one of the core features of Dynamics 365 Field Service and is supported through ‘Agreements’. Generally, Agreements are created for a substantially long time (6 months, Continue reading Re-generate stale Agreement Work Orders

‘Your organisation has not set…’ Field Service Mobility error – how to resolve?

Are users reporting above error on Dynamics 365 Field Service mobile app? This is arguably the most reported issue on the Field Service mobile app and the fact is this error is pretty generic so it could be happening due to a bunch of reasons, but following should give some pointers to the cause: Check Continue reading ‘Your organisation has not set…’ Field Service Mobility error – how to resolve?

Hourly rates of resources and Booking cost

One of the FAQs on Dynamics 365 Field Service capabilities is about hourly rates of resources and how does that reflect the costing of work orders. This quick article will show a demo of how Dynamics 365 Field Service maintains and use hourly rates in work order bookings. Step 1 Let’s begin with setting up Continue reading Hourly rates of resources and Booking cost

Setting up Work Order Types and Incident Types

The Work Order entity in Dynamics 365 Field Service has few fields which look trivial in the first glance but are critically important for system design and for enabling the intended experience for customers. Two such fields are Work Order Type and Incident Type. In one of the recent projects, we literally spent hours (read: Continue reading Setting up Work Order Types and Incident Types

Setting up Resource Skills and Certifications

For any field service organisation, one of the key goals of entire field service operations is to keep customer assets (devices, equipment and machines) up and running. And how would you ensure that? By booking resources who are skilled and have the necessary certifications for that type of work. In some industries, it is also Continue reading Setting up Resource Skills and Certifications

Setting up Priorities for Work Orders

Can there be any scheduling without priorities? Work Orders in Dynamics 365 Field Service can be optionally marked with priorities and this information shows up in Schedule Board to assist planners/dispatchers in managing bookings. This post is about how-to setup Work Order Priorities and then prioritise work order. The Setup Go to Field Service -> Continue reading Setting up Priorities for Work Orders