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Author: uk365guy

MICROSOFT DYNAMICS 365 FIELD SERVICE

uk365guy

Field Service at a Glance

work order generation –> Schedule & Dispatch –> Service Delivery –> Review & Bill   

Field Service Capabilities help organisations deliver to customers outstanding onsite service
> Work Oders
> Schedule Assistant 
> Schedule Board
> Resource Management 
> Asset Tracking 
> Multi – Warehouse Inventory
>Mobile
> Geocoding
> Manage RMAs and RTVs

>> Work Oders
> Captures essence of what needs to be preformed
> Used to coordinate and schedule resource and activities
> Can be used for different types of work such as installations , repairs, or preventative maintenance

>> Smart Scheduling:
Schdule the right resource with the right equipment to the right location,
meeting SLAs and ensuring a fast first time fix.

>> Schedule Board
> Drag & drop interface for scheduling and rescheduling
> Filter by resource type services etc,,
> Scheduler settings allow configuration of dispatcher time zone, grouping etc..

>> Schedule Assistant
> Allows applying constraints to query the for resources
> Duration
> Radius
> Start & End Days
> Territory
> Resource Types

>> Resource Management
> Define Users,Equipment, Accounts, Contacts, etc.
that are used to service work orders
> Use Characteristics (skills & certifications) and category associations can be included for better scheduling.
> Manage Schedules

>> Mobile field enablement
> Keep your technicians nimble and in the know whether they are using a hand-held device, smartphone or laptop.

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BUSINESS PROCESS FLOW ENTITIES IN DYNAMICS 365

uk365guy
What kind of entities you can use while creating BPF?

Entities that can use business process flows in Dynamics 365

Only entities that use the updated forms can use business process flows. This includes custom entities and the following system entities:
  • Account
  • Appointment
  • Campaign
  • Campaign Activity
  • Campaign Response
  • Competitor
  • Contact
  • Email
  • Entitlement
  • Fax
  • Case
  • Invoice
  • Lead
  • Letter
  • Marketing List
  • Opportunity
  • Phone Call
  • Product
  • Price List Item
  • Quote
  • Recurring Appointment
  • Sales Literature
  • Social Activity
  • Order
  • User
  • Task
  • Team
To enable a custom entity for business process flows, select the Business process flows (fields will be created)check box in the entity definition. Note that you can’t undo this action.
Note
If you navigate to the business process flow stage that contains the Social Activity entity and choose the Next Stage button, you’ll see the Create option. When you choose Create, the Social Activity form loads. However, because Social Activity isn’t valid for Create from the Dynamics 365 application user interface, you won’t be able to save the form and you’ll see the error message: “Unexpected error.”
I hope this helps..
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CREATE SSRS FETCH BASED REPORTS WITH DYNAMICS 365

uk365guy
I  have a requirement to develop ssrs reports on dynamics 365.

These are the steps you need to follow to develop reports on the visual studio 2013 for Dynamics 365:
 Make sure you have installed report authoring extension for the dynamics 365 on visual studio 2013:
Here is the link for it.
Once the tool is installed on the system and then you can see the screen like below screen shot:
It will prompt  for connection string &  username and passport .
Design the Query using Querybuilder:

Then select the fields required for the report.
Build the report and deploy to CRM, go to solutions and select the solution which you are working for the reports and then select the report then click on add existing, select the rdl file, then you are good to go..
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MICROSOFT DYNAMICS 365 APP FOR OUTLOOK AND RELEVANCE SEARCH

uk365guy
.

Microsoft Dynamics 365 App for Outlook is an Office add-in that you can quickly add to your user’s outlook applications.

So they can track emails and appointments, create contacts, and review Dynamics 365 information in context of their emails or their appointments.

To be eligible for this app, Users will need the Use Dynamics 365 App for Outlook privilege and have server -side synchronization set up for incoming emails or for appointments, Contacts and Tasks.

Microsoft Dynamics 365 App for Outlook uses relevance search. If relevance search is turned on for your organization, make sure that these entity types are searchable: Account, Opportunity, Case, Contact, Lead.

How to enable relevance search in Dynamics 365:

Go to the system settings and set up search then enable the relevance search.








Advantages of the Relevance search:
Relevance Search brings the following enhancements and benefits:

Improves performance with external indexing and Azure Search technology.
Finds matches to any word in the search term in any field in the entity.
Matches may include inflectional words, like “stream”, “streaming”, or “streamed”.
Returns results from all searchable entities in a single list sorted by relevance,
based on factors like number of words matched or their proximity to each other in the text.
Matches in the result list are highlighted.

Note
Relevance Search isn’t available for Dynamics 365 (on-premises) organizations.

Relevance Search is disabled by default. Your administrator needs to enable it for the organization. After Relevance Search is enabled,
you may have to wait up to an hour or more, depending on the size of your organization,
before you start seeing the Relevance Search results in the Dynamics 365 web application.
Smaller changes in indexed data may take up to 15 minutes to show up in your system.

While Relevance Search finds matches to any word in the search term in any field in an entity,
 in Quick Find, even with the full-text search enabled, all words from the search term must be found in one field.

In Relevance Search, the better the match, the higher it appears in the results.
A match has a higher relevancy if more words from the search term are found in close proximity to each other.
The smaller the text where the search words are found, the higher the relevancy.
For example, if you find the search words in a company name and address, it may be a better match than the same words found in a large article,
far apart from each other. Because the results are returned in a single list, you may see a mix of records displayed one after another, such as accounts,
opportunities, leads, and so on.
 The matched words in the list are highlighted.




I hope this helps.

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