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

Scheduling

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. We have discussed Work and Resources before this article, now Scheduling is where the fun begins. Put simply, scheduling lets ‘resources’ to be ‘booked’ against ‘requirements’ of ‘work’. A keyword in the above sentence is ‘booked’. Continue reading Scheduling

D365 Field Service – The Fundamentals

This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. What is Dynamics 365 Field Service App?Dynamics 365 Field Service is a model-driven, first-party (read: offered by Microsoft) Power Apps ‘app’. It was traditionally a part of CRM or Dynamics Customer Engagement offering. What does it Continue reading D365 Field Service – The Fundamentals