The plan for Release Wave 2 is out last week and it is time to check out the exciting list of all the amazing features arriving later this year. Since this is a long document (in addition to a similar plan for Power Apps), this post will be an-going series as I read, rank and … Continue reading 2021 Release Wave 2 Plan – Top 5 Features
Counting the number of people in a photo or video feed is one of the interesting problems in the world of AI, and for a good reason because “number of people/given area” is a useful metric for number of practice purposes. For example: Retail: Knowing foot traffic in a specific store area or floor indicates … Continue reading Building Crowd Counting Model using AI Builder
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
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
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
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. 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
