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
I was reminded of this gem from XKCD today: The context is a customer call who found this annoying error on the creation of a work order in Dynamics 365 Field Service: The error message is a bit cryptic but what it means is simple: currency should be consistent on a work order AND records … Continue reading The ‘Currency’ error on Work Order
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
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
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
This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Resource – or ‘Bookable Resource’ to be pedantic – is someone or something who works on the work (Work Order). Resources are of one of the following types: Bookable Resource entity has a relationship with a … Continue reading Resources
This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Work Order is the “work” itself – which is scheduled and then actioned by the field service staff. To understand how Work Orders works in the app, we are looking at three areas: The composition of … Continue reading Work Orders – II
This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Work Order is the “work” itself – which is scheduled and then actioned by the field service staff. Some examples are: For a furniture company, a work order is to deliver and install furniture at a … Continue reading Work Orders – I
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
