Products - Ali on Tech

Out of Stock Products – can I use them?

By Ali | April 7, 2021 by Ali

like implementing Dynamics 365 Field Service for clients in various industries because, in any field service organisation, there are literally dozens (if not hundreds) of rules, approvals and specific processes, and therefore every implementation is unique in many ways. It also underlines how broad and deep the landscape of the product is, to be able to fulfil business requirements in various business verticals. This article is related to one of those many rules and processes.…

Dynamics 365

Understanding Product Types in Dynamics 365 Field Service

By Ali | April 2, 2021 by Ali

How do products work in Dynamics 365 Field Service? Let’s look at three examples: Imagine we work in a fictitious Atlantis Coffee Servicing company where we install coffee machines, refill machines and fix if they are broken. To keep it simple, let’s consider the following three services: All these three kinds of products can be set up in Dynamics 365 Field Service to be estimated, consumed and charged to customers in different ways. 1. Coffee…

Dynamics 365

Understanding “Products to Assets” process in Dynamics 365 Field Service

By Ali | March 8, 2021 by Ali

For field service organisations, once product is installed at client site, it actually becomes an asset from the operations perspective (since it needs to be serviced and maintained in future). These assets are then inspected (Inspections), maintained (Agreements and Work Orders), and then monitored (Connected Field Service) – all of these are features of Dynamics 365 Field Service and this entire set of functions are called “Asset Servicing”. This articles looks at the function of…