How to configure the frequency of Booking Timestamps

One of the latest features announced for Release Wave 1 2020 in Dynamics 365 Field Service is the ability to ‘configure’ when the system should be generating Booking Timestamps. What is it and why does this matter?Booking timestamps is an entity which gets auto-populated to record updates on the status of booking/work orders. It records Continue reading How to configure the frequency of Booking Timestamps

How to send a Microsoft Teams notification from Dynamics 365

The story behind this article is a challenge faced by one of the customers to reduce ‘delay’ between ‘urgent’ issue (case) creation in the system and bookings of resource to address the issue. The cases were created in the system by the Customer Service team, who then send those cases to Warranty team based on Continue reading How to send a Microsoft Teams notification from Dynamics 365

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

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