Hidden Gems of Dynamics 365 Field Service

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

How to calculate cost of Overtime?

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?

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

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