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
Finally, done! I was working on this weekend project since last 6 months and while learning new tech, products and features is always fun, what was really educating for me is the extent of commoditisation of AI on Azure platform. There are many features such as real-time translation in dozens of language, finding celebrity, scene, retail brands … Continue reading AI-100 and the impact of AI on enterprise software
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
Export to Data Lake has been one of those reasonably newer Power Apps / Dynamics 365 features which were introduced in the platform but I didn’t get a chance to explore until now. A little bit of a background, until 12 months back the only way to export data from Common Data Service (CDS) or … Continue reading Export CDS data to Data Lake
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