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
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?
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
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
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 … Continue reading 4 TILs about Dynamics 365 Field Service – 2020 Release Wave 2
Can UX be quantified? I think one way to assess usability is to count the number of clicks required to complete a functional activity in the system. In the context of Dynamics 365 Field Service, for example, this could be creating a Work Order, scheduling, setting up a servicing schedule for assets etc. So then … Continue reading Subgrids ➡ Dialogs on Work Order
Note: This is a preview feature; part of 2020 Release Wave 2. Imagine we are implementing Dynamics 365 Field Service for facilities management of a residential complex. The complex includes a couple buildings, park, swimming pool etc. Our client manages all the electrical and mechanical aspects of all the assets. Now as the project commences, … Continue reading Functional Locations
I loved talking about “Hidden Gems” 💎 of Dynamics 365 Field Service in Field Service Bootcamp event. Following are the slides and video from the event. Hope you find this useful. If you have any follow-up question, comment or just want to say Hi, feel free to contact and I would love to chat 😊. … Continue reading Hidden Gems of Dynamics 365 Field Service
All great things are discovered in the quest of answers or to solve problems, isn’t it? So when a client’s requirement asked for “overtime costing” against bookings, we found a hidden gem of Dynamics 365 Field Service – called Resource Pay Types – to do exactly that! This article is an account of Whats & … Continue reading How to calculate cost of Overtime?
The new Field Service 2020 app is out for a few months now. It is built over Power Apps platform, promotes reusability of configurations, has all those additional features from model-driven app etc. – reading about all these exciting features, I thought to do a quick rundown this week of top 10 eye-catching elements for … Continue reading 10-points review of new Field Service (Dynamics 365) app