Making Field Service Smarter using AI Builder

Quality audit is part of a work management life cycle in most Field Service organizations. To ensure customers are satisfied, equipment is up and running, and there are no SLA breaches, a quality audit is conducted in all or statistically sampled work orders. This often means creating another booking, or a task, or creating a Continue reading Making Field Service Smarter using AI Builder

Setting up Work Order Types and Incident Types

The Work Order entity in Dynamics 365 Field Service has few fields which look trivial in the first glance but are critically important for system design and for enabling the intended experience for customers. Two such fields are Work Order Type and Incident Type. In one of the recent projects, we literally spent hours (read: Continue reading Setting up Work Order Types and Incident Types

Setting up Priorities for Work Orders

Can there be any scheduling without priorities? Work Orders in Dynamics 365 Field Service can be optionally marked with priorities and this information shows up in Schedule Board to assist planners/dispatchers in managing bookings. This post is about how-to setup Work Order Priorities and then prioritise work order. The Setup Go to Field Service -> Continue reading Setting up Priorities for Work Orders