How to setup Dynamics 365 Field Service mobility

The next step after setting up the environment is to install and configure Dynamics 365 Field service app on the devices. The Dynamics 365 Field Service app is compatible with and has native apps for iOS, Android and Windows devices. The app can be downloaded from respective app stores but there is more to it, Continue reading How to setup Dynamics 365 Field Service mobility

How to show current weather on Bookings form

In this post, I will walk you through my experiment last week to show the weather information in a booking screen in Dynamics 365 Field Service. The business drivers behind this information could be for the planners/schedulers to see weather conditions in the specific areas where the field technicians are scheduled to work/are currently working. Continue reading How to show current weather on Bookings form

How to setup Dynamics 365 Field Service environment

The first step for exploring and learning any new technology is to get access to it – and that is exactly what we are going to discuss here. Following are the steps. Section I: Setup Dynamics 365 Field Service Go to Dynamics trial website Scroll down and click on Sign up here Click on No, Continue reading How to setup Dynamics 365 Field Service environment

Dynamics 365 Field Service – 2020 Release Wave 1 Plan

The Wave 1 Release Plans 2020 for Dynamics 365 and Power Platform are out and my first impression is; it is going to be a very very exciting year. Dynamics 365 Field Service is getting more tightly integrated with Azure and Power Apps and that push is leading to a lot of new features and Continue reading Dynamics 365 Field Service – 2020 Release Wave 1 Plan

How to create a roster for resources

The Schedule Board shows working and non-working hours in different colours (non-working hours are greyed) to help planners in creating bookings for resources per their roster. In this article, we will have a look at the steps to set up a roster for individual / multiple resources, and will also look at a Pro Tip Continue reading How to create a roster for resources

How to setup preferred resources for Customers in Field Service

The question which led to this article was: We respect customer’s preferences in terms of who is coming over to their houses (this was in maid and cleaning services business), so if a customer was happy with a certain staff member, we try our best to assign the same staff member for next service. How Continue reading How to setup preferred resources for Customers in Field Service

Showing current weather on Schedule Board bookings

The fascinating thing about Schedule Board is, it is as much a planning tool, as it is for monitoring. Talking to one of our customers, we noticed ‘planners’ had opened an additional tab on browsers in addition to Schedule Board. It turned out, since the field technicians, go to different cities and towns (long distances), Continue reading Showing current weather on Schedule Board bookings

Requirement Group – purpose, anatomy and example

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Requirement Group’ is one of the recent enhancements to the Dynamics 365 Field Service app. To understand whys and hows of it, let’s consider the following statements for booking resources on a maintenance work order: Book Continue reading Requirement Group – purpose, anatomy and example

Setting up Booking Recurrence

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Work Orders can be automatically generated and bookings can be auto-generated by Dynamics 365 Field Service, thanks to the Agreements functionality in the system. Agreements are used for setting up preventative maintenance schedule, audits, equipments/fleet service Continue reading Setting up Booking Recurrence