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…
Work Order is the “work” itself – which is scheduled and then actioned by the field service staff. To understand how Work Orders works in the app, we are looking at three areas: In the first part of this topic, we looked at the structure of the Work Order as an answer to the first question. The last two points are the focus of this post. How Work Orders are created?Work Orders are typically created…
Work Order is the “work” itself – which is scheduled and then actioned by the field service staff. Some examples are: The objective of the business is to schedule and complete “Work Orders” as efficiently as possible and with the maximum satisfaction of the customers. For understanding this fundamental part of the app, we will look into following areas: In this part, we will focus on the first question: what constitutes a Work Order in…
What is Dynamics 365 Field Service App?Dynamics 365 Field Service is a model-driven, first-party (read: offered by Microsoft) Power Apps ‘app’. It was traditionally a part of CRM or Dynamics Customer Engagement offering. What does it do?The focus of Field Service app is to bring the benefits of automation, planning and optimal execution to the ‘field service’ component of the business. Imagine an app that lets you manage entire field service (sales engineers, field technicians,…