Category: D365 Field Service
Customizing the booking calendar in the Field Service mobile app
I wrote several articles about the new features for Dynamics 365 that were part of 2021 release wave 2, but in some instances wasn’t able to go into details because some of the functionality wasn’t available yet at the time I wrote those articles. In today I am going to discuss a specific feature for Dynamics 365 Field Service. Previously we weren’t able to add any custom fields to theRead More
Microsoft Teams embedded chat
Finally it’s here: Microsoft Teams embedded chat in Dynamics 365. I have waited a long time for this functionality to become available as I am sure many of you have as well! Today this feature is in preview as part of 2021 release wave 2. This might not be available in your environment when this article comes out, but that just means you will have to wait just a littleRead More
Field Service Mobile App for Windows
I am super excited to write about this preview feature for Dynamics 365 Field Service! I knew this was in the works, but I was waiting anxiously for this item to go to public preview so we can start using it and see what it’s all about! You already know what I’m talking about if you read the title of this article: the field service mobile app for windows isRead More
Preview: In-App notifications for Model Driven Apps
For this week’s article I am going to discuss a feature that has been in public preview since July 22nd of this year. You are probably wondering what these in-apps notifications for Model Driven Apps are, since we already have the ability to create push notifications using Power Automate. Well, the difference here is that push notifications are only sent to mobile devices, and therefor they won’t be visible forRead More
2021 Release Wave 2 | Part 3: Field Service
It’s August and that means that now have the ability to install the early release features of 2021 Release Wave 2 in a sandbox environment for testing! For the folks who are not familiar with Microsoft’s release cadence, Microsoft Power Platform and Customer Engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, Dynamics 365 Project Operations, etc.) deliver two major releases per year which provideRead More
D365 Field Service: Mobile Booking Maps
Yes there is another feature that has been added to Dynamics 365 Field Service! This feature became generally available on 5/21 for North American environments. So what exactly is it? Well I can tell you it’s something that some of my customers have been asking for quite some time now, and now it’s here! Booking maps allows Dynamics 365 Field Service frontline workers (these are resources in Dynamics 365 FieldRead More
D365 Field Service: Customer Self Scheduling
In this article I will be discussing the self scheduling feature for Dynamics 365 Field Service. This feature will allow customers to schedule service from the Field Service Power Apps portal. As you probably already guessed, yes this is another feature that is part of 2021 Release Wave 1. This feature was not available for early access, but it is currently in public preview so you can take a lookRead More
D365 Field Service Simplified Setups
It’s April and this means that 2021 Release Wave 1 production deployments have started! Not all of the features mentioned in the documentation have been enabled yet because the features for this release wave will be released from April 2021 through September 2021. The features that will go GA in April might not have been installed in your production environment yet because his actually happens on a schedule and dependsRead More
2021 Release Wave 1: D365 Field Service Inspections
Previously I wrote a series of articles on the new features in 2021 Release Wave 1. The first article I wrote was about the updates and new features in Dynamics 365 Sales, part 2 was about what’s new in Dynamics 365 Customer Service and part 3 of the series was about Dynamics 365 Field Service. I also wrote a separate article on the new Technician Locator in Dynamics 365 FieldRead More
D365 Field Service: Technician Locator
This is another feature of 2021 release wave 1 which is currently in preview. There is a little bit of setup for this one so instead of adding this to my previous article 2021 Release Wave 1 | Part 3, I wanted to write a separate article to go over the setup and talk about how it works in the application. The technician locator allows Field Service organizations to sendRead More
