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Author: uk365guy

Microsoft Dynamics 365 for Field Service Setup and Configuration

uk365guy
Hi Everyone,

As you have seen my previous blog the important points to consider before Field Service Project Implementation.

Now we are going to see the Field Service Setup and Configuration.

Let’s get started.

We all know any Microsoft Dynamics 365 Customer Engagement projects that needs a clear understanding of what are the security roles to be configured in order to use the application in more efficient way.

So inside Microsoft Dynamics 365 for Field Service the following are the points to be considered carefully:

– Field Service Security Roles
– Initial Configuration Settingd.
– Using Products and Price Lists in Field Service
– Setting up and Defining Field Service Resources.

Field Service Security Roles:

5 Security Roles are created as part of Field Service

-Field Service  —  Administrator
Field Service Administrator is the one who configure the Field Service Solution and configure all the Mobile App settings etc..

-Field Service  —  App Access
Field Service App Access is the role where general user who go out to some information about the schedules and resources in general.

-Field Service  —  Dispatcher
Field Service Dispatcher role is the one who manages the resources say contract manager to over see group of resources for a particular area.

-Field Service  —  Inventory Purchase
Field Service Inventory Purchase role is the one who manages back office inventory purchase items and adjust the Inventory in warehouses.

-Field Service  —  Resource
Field Service Resource role is the actual technician who perform the task or operations on the client site, so the resource should be having the Mobile App to see the Work Order to perform the task and update the field service operation.

There are several other Field Service Administrative settings can be defined to allow greater flexibiltiy and customization for use with Field Service.

Which includes the following:
Characteristics
Territories
Priorities
Warehouses
Postal Codes
Products
Bookable Resources
Price Lists
Time Groups
Payment Terms
Incident Types
Tax Codes
Booking Statuses
Service Task Types
Booking Rules

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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Planning for Field Service Project Implementation

uk365guy
Hi Everyone,

Today i am going to share important points to be considered before implementing the Microsoft Dynamics 365 for Field Service Project.

Let’s get started.

Planning for Field Service:

Work Order Generation —> Schedule & Dispatch —> Service Delivery —> Review & Bill

Work Order creation: 
How and what information is entered based on the incoming call, email, portal or service agreement?
How does creator mark Work Order as ready to be scheduled.

Schedule and Dispatch:

How will dispatchers interact with Schedule Board, Schedule Assistant?

Perform Work On Site:

Field agents conduct work on site with mobile application. What pre-existing information does field technician need to access and what information he is entering.?

Review & Bill:
Back office reviews and approves completed work. How is follow up work dealt with? How are billing and inventory adjustments carried out?

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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Microsoft Dynamics 365 Field Service Work Order Fields to be Noted

uk365guy
Hi Everyone,

I am going to share some key fields to be noted for Microsoft Dynamics 365 for Field Service Work Order.

Work Order Type: Type of Work Order ( Inspection, Break Fix, Install etc.)
Work Order Price List: Price List is important in field service, so Price List attached to the Work Order.

Work Order Priority: Priority like ( Low, Normal, High)

Work  Location: Location where the work will be taking place.

Related to: Other records related to this Work Order
 – Parent Work Order
– Agreement
– Opportunity
– Case

Work Order Preferences: Specific time and date preferences for this work order 

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Microsoft Dynamics 365 for Field Service Work Order Status and Sub Status

uk365guy
Hi Everyone,

Today i am going to share my view on the Microsoft Dynamics 365 for Field Service Work Order Status(“System Status) and Sub-Status.

Work Order Status(System Status) :

Work Order Status: Work Order Status define the actual status of the Work Order when it is created. For a betterment of the Field Service Application it is better not to customize the lookup fields inside the System Status as there are workflows and OOTB functionality is relayed on them.

Below are the statuses of the OOTB Work Order:

Define the current state of the Work Order.

Status is updated as bookings are created and updated:

  1.   Out of the Box Status are:
  2.   Open- Unscheduled
  3.   Open – Scheduled
  4.   Open  – In Progress
  5.   Open – Completed
  6.   Closed – Posted
  7.   Closed – Cancelled

Because of workflow and other application functionality tied to Work Order statuses, it is recommended that customization of Work Order statuses is kept to minimum.

Work Order Sub- Status:

  1. Sub – Status is defines the additional details about the status of the Work Order.
  2. Sub – Status uses a lookup field to define its value.

It is used for triggering the scheduling functionality.


For instance:
– Work Order Status: Open – Unscheduled
– Sub-Status: Waiting for parts

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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