Tag: Warranty
2023 Wave 2 Release Notes: D365 Field Service
If you’ve been following my recent articles, you might already be aware that the release notes for the second wave of 2023 were unveiled on July 18, 2023! In my first article, I mentioned that I had the opportunity to review them, and as a result, I’ll be writing a series of articles discussing the new features and updates included in this release. I kicked off the series by focusingRead 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
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
