4 TILs about Dynamics 365 Field Service – 2020 Release Wave 2

I was exploring Dynamics 365 Field Service over the weekend and it was very exciting to see all the new features – big and small updates – on both web and mobile. I also checked the mobile app after a couple months but between then and now, a lot of exciting things happened (clues: MS Continue reading 4 TILs about Dynamics 365 Field Service – 2020 Release Wave 2

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 customerโ€™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 โ€˜plannersโ€™ 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