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 an hourly rate for a resource. Go to Resource view, open a resource and update hourly rate in Field Service…
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 a compliance/legal requirement to only assign resources with verifiable skills and certifications. Dynamics 365 Field Service supports this functionality out…
Resource – or ‘Bookable Resource’ to be pedantic – is someone or something who works on the work (Work Order). Resources are of one of the following types: Bookable Resource entity has a relationship with a few more entities that helps in defining specifics about resources; which could help in scheduling work. For instance, you may want to keep data of certifications of field staff so that only those individuals are assigned to complex work…