Category: D365 Field Service
D365 Field Service: New Schedule Board
Microsoft has redesigned the schedule board for field service. Partners and customers were able to sign up for a private preview of the new and improved schedule board a few months ago, but now the preview has gone public. Keep in mind that a preview is not yet ready for production, as it will have limited capabilities during this time. Other things to consider: during this preview the only languageRead More
Dynamics 365 – 2020 Release Wave 1 | Part 3
In my final article on the 2020 release wave 1 I’ll be discussing the new features for D365 Field Service and Sales Insights. You are probably aware that on January 27 of 2020 the release notes came out for the 2020 release wave 1 for Dynamics 365 and the Power Platform and on February 3rd 2020 we were able to enable these features for early access. If you haven’t readRead More
Configure Field Service mobile colored views
Before I start working on configurations for a customer demonstration I usually do some discovery with the prospect so understand what is important to them and what are the pain points they want resolved. One of the things that comes up quite regularly is the ability for field technicians to be able to identify high priority work orders quicker. In this article I’m going to discuss how we can configureRead More
Configure warranty tracking for customer assets using calculated fields
One question I received a lot from my customers is about warranty options for customer assets. We can configure products to automatically create a customer asset at the service account once a work order product is consumed, but currently there is no option to track if that asset is under warranty or not. Armed with these requirements and the configuration options in Dynamics 365 I decided to build this functionalityRead More
Dynamics 365 Field Service – Rejecting a booking
Field Service is a great tool for companies that send out remote workers, but what happens if that remote worker isn’t able to perform the work? It might be that they got sick or maybe they are having problems with their vehicle in which case they need an easy way to let the dispatcher know. Yes they can call the dispatcher to let them know, but what if there wasRead More
Dynamics Field Service, Project Service & Sales
If you have Field Service and/or Project Service installed in your Dynamics 365 instance you might be aware of the different forms that were added to the opportunity, quote, order, opportunity lines, quote lines and order lines entities. Not everyone is aware that the sales module in Dynamics 365 works really well with the Field Service and Project Service Automation modules so I am going to explain this functionality inRead More
Inventory Transfers using the Inventory Dashboard
In this post I’m going to discuss how to use the previously created Inventory Dashboard to perform and inventory transfer, meaning moving products from one warehouse to another. If you haven’t read my two previous posts yet on how to setup the inventory dashboard and how to show in which warehouse work order products are available on the Field Service Mobile App, I would recommend doing this first. How doesRead More
Show in which warehouse work order products are available on the Field Service Mobile App
Field technicians probably want to know where the products they need (to complete a work order) are located so they can stock up on those items before traveling onsite to perform the work. I believe it would be beneficial to be able to see in which warehouse (if any) a certain work order product is available so I am going to explain how to show this. When using field service,Read More
Field Service Inventory Dashboard
Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have in their truck inventory at all times. It would also be very beneficial for them to be able to see which products they need to complete their work orders, so with that in mind, I created an inventory dashboard in the mobile application for Dynamics 365 for Field Service. InRead More
Quick Book in Field Service
There are several different ways you can schedule work orders in Dynamics 365 for Field Service. Most of you are probably familiar with the schedule board and the scheduling assistant and how we can schedule resources from there. One of the newer ways we can schedule work orders is the ‘quick book’ option which allows us to schedule resources directly from within the context of a work order without havingRead More
