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
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 – Quality Assurance
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
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?
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
The Work Order entity in Dynamics 365 Field Service has few fields which look trivial in the first glance but are critically important for system design and for enabling the intended experience for customers. Two such fields are Work Order Type and Incident Type. In one of the recent projects, we literally spent hours (read: … Continue reading Setting up Work Order Types and Incident Types
For any field service organisation, one of the key goals of entire field service operations is to keep customer assets (devices, equipment and machines) up and running. And how would you ensure that? By booking resources who are skilled and have the necessary certifications for that type of work. In some industries, it is also … Continue reading Setting up Resource Skills and Certifications
Can there be any scheduling without priorities? Work Orders in Dynamics 365 Field Service can be optionally marked with priorities and this information shows up in Schedule Board to assist planners/dispatchers in managing bookings. This post is about how-to setup Work Order Priorities and then prioritise work order. The Setup Go to Field Service -> … Continue reading Setting up Priorities for Work Orders
The two fundamental modules (if you call them) in Dynamics 365 Field Service are Inventory and Work Management. How does Product Inventory works with Work Orders and products consumed in the field, what triggers the change in inventory number, and how does this relate to status of the products – is the topic of this … Continue reading Product Inventory and Work Orders