Tag: Field Service
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 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
D365 Field Service Inspections – Updates – June 2020
If you weren’t aware, Microsoft released their own version of inspections for field service (for public preview) in April. I wrote an article about it which you can find here. Since inspections came out the team at Microsoft has been busy! More functionality has been added to inspections in the Dynamics 365 Field Service app and I am very excited to discuss some of the new things that were added.Read More
Field Service Dynamics 365 Mobile App
On May first this year Microsoft came out with their new Field Service Dynamics 365 mobile app, which is an app that is built on the power platform. The app itself is a model-driven app which is configurable and customizable just like any other Dynamics 365 App. Currently the new mobile app is only available on iOs (Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch) andRead More
D365 Field Service: Inspections(Preview)
Microsoft has added another preview feature to Dynamics 365 Field Service which is now widely available for public preview. Inspection functionality has been available as an add-on from a third party (I.E Resco Inspections), but not as a core Dynamics 365 Field Service feature. Well, get ready because that is going to change. I am very excited about inspections because I work with a lot of prospects that have aRead More
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
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
