Category: D365 Field Service

 

Dynamics 365 – 2021 Release Wave 1 | Part 3

It’s that time of year again! Starting February 3rd we are able to get early access to some of the new features and updates in Dynamics 365 and the Power Platform! I am writing a series of articles on what is new and what is coming in this release. Previously I wrote an article on generic features and updates for Dynamics 365 Sales which you can read here, and anRead More

D365 Field Service Mobile: Reporting for the Model Driven App

Most of you are probably aware that Microsoft is moving away from the Resco built mobile app (Xamaran) for Dynamics 365 Field Service and that the direction is to use the new model driven app for Dynamics 365 Field Service. Starting June of 2021 all new Dynamics 365 Field Service deployments will only have the model driven mobile app, and in June 2022 everyone should be migrated off the XamaranRead More

D365 Field Service: Enable lead scheduling and get location using Power Automate

Have you ever had a requirement where you needed Dynamics 365 Field Service to be able to schedule leads? This could be relevant for organizations who need their sales reps to visit prospects at their location to perform certain tasks. (I.E measurements for a project like the installation of hurricane windows or installation of flooring) The processes that I am going to configure in Dynamics 365 for this scenario willRead More

D365 Field Service Inspections Updates – Dec 2020

I was lucky enough to have a conversation with Neha Jain last week, who is a Program Manager at Microsoft focusing on Field Service Inspections. During our call we reviewed the latest improvements and enhancements in Dynamics 365 Field Service Inspections that have been added since the last article I wrote on Inspections, which was published in June of 2020 (If you haven’t read the article you can do soRead More

Push notifications for D365 Field Service Model-Driven App

Now that Microsoft is moving away from the Resco built mobile application (aka Xamarin) and pretty soon (June 2021) all new deployments will use the Microsoft developed Field Service model driven app, we now need to learn how to configure certain things in the Field Service Model Driven App. There are things that you can already do in the Field Service Model Driven app, like use global search as aRead More

Field Service: Send email with resource pic

If you are using Dynamics 365 Field Service to schedule resources that go onsite to perform work, you probably would have the need to send notification emails to your customer when the resource is on their way. Maybe you want include the picture of the resource so they’ll know what the resource looks like. This could be very helpful for home care type of work, where a nurse get scheduledRead More

Dynamics 365 – 2020 Release Wave 2 | Part 5

In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about generic updates and the updates in Dynamics 365 Sales and Dynamics 365 Customer Service and in last week’s article I wrote the first halfRead More

Dynamics 365 – 2020 Release Wave 2 | Part 4

In July 2020 the release notes for wave 2 came out for Dynamics 365 and the Power Platform and on August 3rd we were able to enable these features for early access. I’m writing a series of articles on these new features. Previously I wrote about the updates in Dynamics 365 Sales and Dynamics 365 Customer Service. In today’s article I’ll discuss Dynamics 365 Field Service features and updates. ThereRead More

D365 Field Service Work Order Entitlements – 2

Last week I wrote part one of Dynamics 365 Field Service work order entitlements where I talked about how you can use entitlements in conjunction with Dynamics 365 Field Service. In this article I explained how to set up a very simple entitlement for a customer. I discussed the options available when configuring these simple entitlements. You can read the article here. In this article I’ll be doing a bitRead More

D365 Field Service Work Order Entitlements – 1

Entitlements have been a part of Dynamics 365 for quite some time, but we were only able to configure them for cases. This has changed recently!! We can now use entitlements in conjunction with Field Service Work Orders. Work order entitlements allows organizations to automatically apply discounts to work orders and their related products and services by associating a pre-configured price list or just typing in the discount percentage. IRead More