How to Inspections in Dynamics 365 Field Service?

This is a curated post to share best resources to explore, understand and use one of most amazing feature of Dynamics 365 platform: Inspections in Field Service. “Inspections” is the only option (other than Customer Voice) in Dynamics 365 for business administrators to design a form, end users to fill it up, and then business Continue reading How to Inspections in Dynamics 365 Field Service?

Understanding Security & Permissions in Field Service

This article is part of a series on Field Service for Beginners 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 Continue reading Understanding Security & Permissions in Field Service

Technician Service Reports

Among the latest and greatest in Dynamics 365 Field Service is the introduction of Service Reports. It is very common for service technicians to send a report on maintenance work, installations etc., once the work is completed, with detailed items of products/services, comments, next service date etc. All these information is part of Dynamics 365 Continue reading Technician Service Reports

2021 Release Wave 1 – Summary of new features from end-users perspective

As most of us were still exploring features released in the previous wave, Dynamics 365 development team has already published ‘2021 Release Wave 1’ document earlier this week. As I started reviewing Field Service related features, I thought to do a “features summary” a bit differently this time. Instead of looking at features separately, I’ve Continue reading 2021 Release Wave 1 – Summary of new features from end-users perspective

Multi-session, multi-tab user experience in Dynamics 365

Imagine a user experience in Dynamics 365 where: you could open tabs within same browser tab and then easily navigate without losing context, keep a few most frequently used entities, dashboards etc. pinned as tabs, open multiple tabs for a session eg. to process a case, open account profile, contact profile, and knowledge base if Continue reading Multi-session, multi-tab user experience in Dynamics 365

How to setup Location Tracking in new Dynamics 365 Field Service App

One of the eagerly-waited features in new Dynamics 365 Field Service app was the ability to track the location of bookable resources (aka technicians) from the field. The feature was not only required from a compliance perspective in many industries but also has practical benefits such as informing customer while a technician is on the Continue reading How to setup Location Tracking in new Dynamics 365 Field Service App

Smart Reports and Analytics in Dynamics 365 Field Service

Dynamics 365 Field Service is a data-rich system. Imagine just a scenario of a resource picking up a scheduled job in the mobile app, changing the status from Scheduled to Traveling and then from Traveling to In Progress – this leads to system capturing the following data and resulting analytics: Travel time per Booking/Work Order Continue reading Smart Reports and Analytics in Dynamics 365 Field Service

How to make a copy of Model-driven Power Apps app?

Working on a new Dynamics 365 project or creating a new (model-driven) Power Apps for your customers? One of the first few things to do is to setup a new app. Particularly in the context of Dynamics 365, this “new app” approach makes a lot of sense as it enables a more personalised and tailored Continue reading How to make a copy of Model-driven Power Apps app?

Better Calendar Control to Manage Resource Requirements

Resource Requirement is to a Planner what laptop is to a Programmer. Okay this is a bit too cliched but the fact is, as a planner, you’d mostly work on these three entities in Dynamics 365: Bookings, Resources, and Resource Requirements A Resource Requirement record sits at the heart of URS and Field Service. The Continue reading Better Calendar Control to Manage Resource Requirements

Can Field Service handle new iPhones? – Using Asset Properties

Sorry for cheeky title 😊 New iPhones are launched and the whole world is going gaga about them. In the other news and equally exciting, Field Service’s 2020 Release Wave 2 is arriving with new features every couple weeks. The latest feature is the introduction of Asset Properties in Field Service. I thought to give Continue reading Can Field Service handle new iPhones? – Using Asset Properties