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Implementing Dynamics 365 Field Service – 3 anti-patterns

April 6, 2021April 6, 20211 Comment

Anti-patterns are generally defined as a common response to a recurring problem that is usually ineffective and risks being highly counterproductive. These are those commonly suggested and used solutions, which actually don’t work although they may seem like working. They are usually a product of gut-feeling, imperfect analogies (comparing the situations when they are actually … Continue reading Implementing Dynamics 365 Field Service – 3 anti-patterns

Checking out ‘Check Access’

March 29, 20211 Comment

Imagine going to work desk (aka kitchen top for me) in the morning and finding a new gadget, stationary item or something useful. Dynamics 365 is a little like that, recently — with a stream of enhancements and new features (big and small) are arriving subtly as part of Dynamics 365 product updates, Power Platform … Continue reading Checking out ‘Check Access’

Scottish Summit and Connected Field Service

March 15, 2021No Comments

As my binge watching of Scottish Summit 2021 continues, today I came across awesome session of Kyle Mclendon on ‘Alternative Design patterns for Connected Field Service‘. The session was full of valuable original content on IoT, CFS and architectures from POC (proof of concept) to real-life implementations. This was the first speaking session of Kyle … Continue reading Scottish Summit and Connected Field Service

Understanding “Products to Assets” process in Dynamics 365 Field Service

March 8, 2021March 8, 20212 Comments

For field service organisations, once product is installed at client site, it actually becomes an asset from the operations perspective (since it needs to be serviced and maintained in future). These assets are then inspected (Inspections), maintained (Agreements and Work Orders), and then monitored (Connected Field Service) – all of these are features of Dynamics … Continue reading Understanding “Products to Assets” process in Dynamics 365 Field Service

How to Inspections in Dynamics 365 Field Service?

March 2, 2021March 8, 20211 Comment

This is a curated post to share best resources to explore, understand and use one of most amazing feature of Dynamics 365 platform: Inspections in Field Service. “Inspections” is the only option (other than Customer Voice) in Dynamics 365 for business administrators to design a form, end users to fill it up, and then business … Continue reading How to Inspections in Dynamics 365 Field Service?

Understanding Security & Permissions in Field Service

February 16, 2021March 2, 20211 Comment

This article is part of a series on Field Service for Beginners Dynamics 365 Field Service, like its other Dynamics 365 siblings, comes with a bunch of security roles and field security profiles. These out-of-the-box security configurations are then updated and tailored in each implementation. This article is to have a look at these roles … Continue reading Understanding Security & Permissions in Field Service

Technician Service Reports

February 10, 2021February 11, 20211 Comment

Among the latest and greatest in Dynamics 365 Field Service is the introduction of Service Reports. It is very common for service technicians to send a report on maintenance work, installations etc., once the work is completed, with detailed items of products/services, comments, next service date etc. All these information is part of Dynamics 365 … Continue reading Technician Service Reports

Multi-session, multi-tab user experience in Dynamics 365

December 14, 2020January 29, 20211 Comment

Imagine a user experience in Dynamics 365 where: you could open tabs within same browser tab and then easily navigate without losing context, keep a few most frequently used entities, dashboards etc. pinned as tabs, open multiple tabs for a session eg. to process a case, open account profile, contact profile, and knowledge base if … Continue reading Multi-session, multi-tab user experience in Dynamics 365

Smart Reports and Analytics in Dynamics 365 Field Service

November 30, 2020December 14, 20201 Comment

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

Functional Locations

August 26, 2020February 10, 20211 Comment

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