Quickly Create New ‘Incident Types’

Part of a series on review of all the new and amazing “2021 Release Wave 1” features “What is the single most-effective productivity hack that exists in the world today?” Somebody responded, “Copy-Paste” to the question above – and at least, to me that makes a lot of sense. Copy-paste does have a literal meaning Continue reading Quickly Create New ‘Incident Types’

Quick Tip: How to enable maps on your Dynamics 365 environment?

Part of a series on review of all the new and amazing “2021 Release Wave 1” features You set up a brand new Dynamics 365 environment, create a Bookable Resource and are pumped up to see map and routing work on the mobile app, but then you see the following error on a map – Continue reading Quick Tip: How to enable maps on your Dynamics 365 environment?

Unpacking the new Self Scheduling Portal (preview) feature

Part of a series on review of all the new and amazing “2021 Release Wave 1” features There are good days and then there are very good days in the life of consultants. Probably arrival of Self-Service Scheduling Portal (albeit in preview) falls in the later such events. The reasons are many but top of Continue reading Unpacking the new Self Scheduling Portal (preview) feature

How to create a follow-up Work Order?

This is a quick “How-To” article on an oft-used scenario in field service organisations: how to create a follow-up work order for future work? The ‘Why’ This may happen for several reasons, such as: Technician does a quick workaround fix today and is wanting to book a future work for parts replacement,  field service staff installs Continue reading How to create a follow-up Work Order?

The new Work Hours calendar – review of 2021 Release Wave 1 Enhancements

Part of a series on review of all the new and amazing “2021 Release Wave 1” features The heart of every field service-related business (sales, service or operations) is ‘scheduling’. If you do it well, customers are happy, assets are up and working, and faults are happening less frequently (descending rate of failures) and getting Continue reading The new Work Hours calendar – review of 2021 Release Wave 1 Enhancements

Many shades of Dynamics 365 Alert Notifications

Long time ago (read web 1.0 era) there was a time when systems alerts meant sending emails to users. That led to ’email deluge’ with Dynamics 365 (err.. CRM in those times) sending emails to users on every new lead, case or order getting created in the system. Thankfully that time has gone and now Continue reading Many shades of Dynamics 365 Alert Notifications

Out of Stock Products – can I use them?

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 Continue reading Out of Stock Products – can I use them?

Implementing Dynamics 365 Field Service – 3 anti-patterns

Anti-patterns are generally defined as a common response to a recurring problem that is usually ineffective and risks being highly counterproductive. These are those commonly suggested and used solutions, which actually don’t work although they may seem like working. They are usually a product of gut-feeling, imperfect analogies (comparing the situations when they are actually Continue reading Implementing Dynamics 365 Field Service – 3 anti-patterns

How to setup & install Dynamics 365 Field Service mobile app

The new Dynamics 365 Field Service app arrived in 2020 and is almost there (as of February 2021) in terms of features parity with the old app (called Xamarin app now in the Microsoft documentation). This new app is more native to the Microsoft platform as it ‘plays’ a model-driven app developed in Power Platform. Continue reading How to setup & install Dynamics 365 Field Service mobile app