This is a quick “How-To” article on an oft-used scenario in field service organisations: how to create a follow-up work order for future work? The ‘Why’ This may happen for several reasons, such as: Technician does a quick workaround fix today and is wanting to book a future work for parts replacement, field service staff installs … Continue reading How to create a follow-up Work Order?
Can UX be quantified? I think one way to assess usability is to count the number of clicks required to complete a functional activity in the system. In the context of Dynamics 365 Field Service, for example, this could be creating a Work Order, scheduling, setting up a servicing schedule for assets etc. So then … Continue reading Subgrids ➡ Dialogs on Work Order
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
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
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
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 Order is the “work” itself – which is scheduled and then actioned by the field service staff. To understand how Work Orders works in the app, we are looking at three areas: The composition of … Continue reading Work Orders – II
This post is a part of a “Field Service for Citizen Developers” series. Click here to see other posts. Work Order is the “work” itself – which is scheduled and then actioned by the field service staff. Some examples are: For a furniture company, a work order is to deliver and install furniture at a … Continue reading Work Orders – I