4 TILs about Dynamics 365 Field Service – 2020 Release Wave 2

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

Subgrids ➡ Dialogs on Work Order (feature review)

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 (feature review)

The Functional Locations (feature review)

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 The Functional Locations (feature review)

Hidden Gems of Dynamics 365 Field Service

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

How to calculate cost of Overtime?

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?

10-points review of new Field Service (Dynamics 365) app

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

Making Field Service Smarter using AI Builder

Quality audit is part of a work management life cycle in most Field Service organizations. To ensure customers are satisfied, equipment is up and running, and there are no SLA breaches, a quality audit is conducted in all or statistically sampled work orders. This often means creating another booking, or a task, or creating a Continue reading Making Field Service Smarter using AI Builder

Re-generate stale Agreement Work Orders

Auto-generating Work Orders and (optionally) Bookings for assets servicing, scheduled maintenance or any other recurring work order scenarios is a common requirement in any Field Service organisation. This is one of the core features of Dynamics 365 Field Service and is supported through ‘Agreements’. Generally, Agreements are created for a substantially long time (6 months, Continue reading Re-generate stale Agreement Work Orders

‘Your organisation has not set…’ Field Service Mobility error – how to resolve?

Are users reporting above error on Dynamics 365 Field Service mobile app? This is arguably the most reported issue on the Field Service mobile app and the fact is this error is pretty generic so it could be happening due to a bunch of reasons, but following should give some pointers to the cause: Check Continue reading ‘Your organisation has not set…’ Field Service Mobility error – how to resolve?

Hourly rates of resources and Booking cost

One of the FAQs on Dynamics 365 Field Service capabilities is about hourly rates of resources and how does that reflect the costing of work orders. This quick article will show a demo of how Dynamics 365 Field Service maintains and use hourly rates in work order bookings. Step 1 Let’s begin with setting up Continue reading Hourly rates of resources and Booking cost