One of the eagerly-waited features in new Dynamics 365 Field Service app was the ability to track the location of bookable resources (aka technicians) from the field. The feature was not only required from a compliance perspective in many industries but also has practical benefits such as informing customer while a technician is on the … Continue reading How to setup Location Tracking in new Dynamics 365 Field Service App
Dynamics 365 Field Service is a data-rich system. Imagine just a scenario of a resource picking up a scheduled job in the mobile app, changing the status from Scheduled to Traveling and then from Traveling to In Progress – this leads to system capturing the following data and resulting analytics: Travel time per Booking/Work Order … Continue reading Smart Reports and Analytics in Dynamics 365 Field Service
Working on a new Dynamics 365 project or creating a new (model-driven) Power Apps for your customers? One of the first few things to do is to setup a new app. Particularly in the context of Dynamics 365, this “new app” approach makes a lot of sense as it enables a more personalised and tailored … Continue reading How to make a copy of Model-driven Power Apps app?
Resource Requirement is to a Planner what laptop is to a Programmer. Okay this is a bit too cliched but the fact is, as a planner, you’d mostly work on these three entities in Dynamics 365: Bookings, Resources, and Resource Requirements A Resource Requirement record sits at the heart of URS and Field Service. The … Continue reading Better Calendar Control to Manage Resource Requirements
Sorry for cheeky title 😊 New iPhones are launched and the whole world is going gaga about them. In the other news and equally exciting, Field Service’s 2020 Release Wave 2 is arriving with new features every couple weeks. The latest feature is the introduction of Asset Properties in Field Service. I thought to give … Continue reading Can Field Service handle new iPhones? – Using Asset Properties
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
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
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 Functional Locations
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
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?