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
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
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?
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
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
How do products work in Dynamics 365 Field Service? Let’s look at three examples: Imagine we work in a fictitious Atlantis Coffee Servicing company where we install coffee machines, refill machines and fix if they are broken. To keep it simple, let’s consider the following three services: Install a new coffee machine: Coffee machines is … Continue reading Understanding Product Types in Dynamics 365 Field Service
Imagine going to work desk (aka kitchen top for me) in the morning and finding a new gadget, stationary item or something useful. Dynamics 365 is a little like that, recently — with a stream of enhancements and new features (big and small) are arriving subtly as part of Dynamics 365 product updates, Power Platform … Continue reading Checking out ‘Check Access’
As my binge watching of Scottish Summit 2021 continues, today I came across awesome session of Kyle Mclendon on ‘Alternative Design patterns for Connected Field Service‘. The session was full of valuable original content on IoT, CFS and architectures from POC (proof of concept) to real-life implementations. This was the first speaking session of Kyle … Continue reading Scottish Summit and Connected Field Service
For field service organisations, once product is installed at client site, it actually becomes an asset from the operations perspective (since it needs to be serviced and maintained in future). These assets are then inspected (Inspections), maintained (Agreements and Work Orders), and then monitored (Connected Field Service) – all of these are features of Dynamics … Continue reading Understanding “Products to Assets” process 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?