Field Service Administration

Understanding Security & Permissions in Field Service

By Ali | February 16, 2021 by Ali

Dynamics 365 Field Service, like its other Dynamics 365 siblings, comes with a bunch of security roles and field security profiles. These out-of-the-box security configurations are then updated and tailored in each implementation. This article is to have a look at these roles & profiles, and briefly touch upon associated best practices: The ‘Whats’ and ‘Hows’ Every discussion on security architecture & setup of a new system starts with the identification of personas. Personas are…

Dynamics 365

Setting up Resource Skills and Certifications

By Ali | April 21, 2020 by Ali

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…

Dynamics 365

Setting up Priorities for Work Orders

By Ali | April 21, 2020 by Ali

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 -> Settings -> Priorities Click +New. A new form will open. Enter data (per the screenshot below) to set up ‘High’…