I was exploring Dynamics 365 Field Service over the weekend and it was very exciting to see all the new features – big and small updates – on both web and mobile. I also checked the mobile app after a couple months but between then and now, a lot of exciting things happened (clues: MS Ignite and stream of new videos on the official channel of Dynamics 365 Field Service) and of course, now Release…
The Schedule Board shows working and non-working hours in different colours (non-working hours are greyed) to help planners in creating bookings for resources per their roster. In this article, we will have a look at the steps to set up a roster for individual / multiple resources, and will also look at a Pro Tip in the end. For setting up work hours for a single resource, follow these steps: Easy, isn’t it. Next for…
The question which led to this article was: We respect customer’s preferences in terms of who is coming over to their houses (this was in maid and cleaning services business), so if a customer was happy with a certain staff member, we try our best to assign the same staff member for next service. How can I do that in the new system (Dynamics Field Service)? This, admittedly, led to some head-scratching but the solution…
The fascinating thing about Schedule Board is, it is as much a planning tool, as it is for monitoring. Talking to one of our customers, we noticed ‘planners’ had opened an additional tab on browsers in addition to Schedule Board. It turned out, since the field technicians, go to different cities and towns (long distances), and the work and equipment involved were impacted by weather conditions (rains, dust storms etc.), the weather was a significant…