Tag: scheduling
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: 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: Quick book not working
This past week I was was asked to demo a specific way of scheduling a work order using Dynamics 365 Field Service. For anyone who is not familiar with quick booking or quick scheduling in field service, this is a way of assigning a resource to a booking directly from within the context of a work order, without having to pull up the schedule board. I wrote an article aboutRead More
