In today’s post, we are going to set up “Connected Field Service” with Azure IoT Hub. A quick recap from the last two posts: Pre-Requisites Above could be trial instances and may not necessarily need to be on the same tenant. In other words, this setup will work even if you have Azure and Dynamics 365 on two different tenants. Side note: this second point is really cool because it takes away the dependency of…
In the previous article, we looked at the fundamental premise of connecting IoT devices with Dynamics 365 Field Service. Today let’s have a look at various technology options for enabling this conversation between IoT devices and Dynamics 365. There are essentially three different approaches while working with Azure and Dynamics 365 Field Service: Let’s delve into details of each of these approaches for further details: 1. Azure IoT Central with Dynamics 365 Field Service First…
Whenever I talk to customers or within #Dynamics365 community, one of the most FAQs is about IoT (Internet of Things). Nothing garners as much interest as this one. Is IoT just a buzzword or a reality? How does it work with Field Service – or why in the first place IoT has anything to do with Field Service? Does it require any specialized skill set? I intend to cover all about IoT and Dynamics 365…
Continuing the review of Release Wave 2, this is the second post in this series. As I am going through 2021 Release Wave 2 documents (Dynamics 365 and Power Platform), it is great to see so many amazing features are on the way. It is evident that innovation and product enhancements are underway in all three areas – propelling the entire platform’s growth: Let’s jump on to few more ‘Top 5’ features: Thanks for reading!…
The plan for Release Wave 2 is out last week and it is time to check out the exciting list of all the amazing features arriving later this year. Since this is a long document (in addition to a similar plan for Power Apps), this post will be an-going series as I read, rank and share top 5 features per product/app. Are you ready? 😀 More to come later.. watch this space. Thanks for reading!…
How can we make Dynamics 365 CE talk to Dynamics 365 Finance and Operations? The answer to the question is getting more and more important as: Particualrly in case of Dynamics 365 Field Service, following data elements are critcal to work across Dynamics 365 Field Service and Dynamics 365 Finance and Operations: So the question then is how to make data travel between Dynamics 365 Customer Engagement and Dynamics 365 Finance and Operations. Dynamics 365…
One of the *biggest* and *flashiest* highlights of the latest release wave (2021 Release Wave 1) is the ability for customers to (a) view arrival times, (b) see a live view of a technician on the way in a map, and (c) receive emails/SMS notifications. All of this further solidifies Dynamics 365 Field Service’s position as the market leader in this space and therefore, I couldn’t hide my excitement when I saw this feature arriving…
One of the standard requirements for Field Technicians is to record ‘what’ happened after they finished the work. This ‘what’ relates to two things: This requirement was usually met using ‘Work Order Summary’ field on Work Order, Status/Sub-status or a combination of these options but now an introduction of ‘Work Order Resolution’ opened new avenues. In this post today, I am going to explore this feature. What is Work Order Resolution Resolutions is a new…
“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 (which is also effective, if done smartly 😃) but more abstractly, copy-paste means to reuse previous work or maximize outcomes of already expended efforts. One way to do this is to use: templates. In the world of…
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: Don’t take me wrong, tax calculations from products to services, and from work orders to agreements, is one of the strongest features of Dynamics 365 Field Service. However, since this feature is not used in many implementations, often developers have to hide these fields to improve user experience.…