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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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Microsoft Dynamics 365 for Field Service – Resco Mobile Inspection new features

Hi Everyone,

Today i am going to share some information about the Resco Mobile new features.

As you all know Microsoft Dynamics 365 for Field Service uses Resco Mobile for Field Technicians communication with back office systems(Dynamics 365).

Recently Resco.net released new features related to Mobile as follows:

 Resco inspections helps with field inspection scenarios

  • You can design and develop highly structured questionnaires. Also the look and feel are entirely in your hands.
  • Dynamics questionnaires with functional blocks that are triggered by events, you can use rules for visibility, data validation, dynamic styles, and more.
  • You dont need to afraid of going into offline mode as the inspections can work offline.
  • Inspections can connect to any external data source i.e Dynamics 365, Salesforce or any CRM Systems.

Designer: 
A tool for designing and developing any type of questionnaires.
Scheduler:
You can assign the questionnaires to any of  your field techinican to see their progress.
Inspector:
An offline-ready app for inspectors with questionnaires, calendar and navigation purposes.
Analyst: 
So all the data and required reports and statistics are in the form.
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 free Learning

Hi Everyone,

Today i am going to share some useful links to my blog readers, so that you can enhance your Microsoft Dynamics 365 and other Microsoft Technologies skills free of cost.

There are number of ways you can learn new skills as follows:

1)DLP Learning Portal: Microsoft Partners or there employees can take advantage of enhancing   skills from below url.
 https://mbspartner.microsoft.com/

2)Also from 365talentportal who is Microsoft Learning Partner, who provide free access to DLP if you register with them as independent consultant having an MCP Certification.

 http://365talentportal.com/

3) From Microsoft all in one doc’s area:

https://docs.microsoft.com/en-us/learn/businessapps/

4) Openedx offering free one year learning this is different from Openedx.org

https://openedx.microsoft.com/dashboard

As i have registered with them, please see below the courses i have subscribed.

5)  There is another learning provider soveltox

         https://soveltox.sovelto.fi/

6)   Microsoft Virtual Academy:

          https://mva.microsoft.com/

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 Connected Field Service

Hi Everyone,

Today i am going to share my thoughts around Connected Field Service.

What is Connected Field Service?

Connected Field Service gives an opportunity for predictive service model via combination of
IoT diagnostics
Scheduling
Asset Maintenance
Inventory Management.

Benefits of Connected Field Service:

  1. Reduce downtime by connecting to IoT devices to diagnose problems before customers are aware of an issue
  2. Address issues faster by remotely monitoring devices and informing customers 
  3. Device telemetry and service maintenance data helps to make intelligent decisions around dispatching technicians with the right expertise, availability, and proximity to the job

There are two options you can use to connect IoT-enabled devices into the Field Service solution:
 Azure IoT Central
 Azure IoT Hub
Lets look at the each of these briefly
Connected Field Service Azure IoT Central:
Connected Field Service for Azure IoT Central: Provides direct integration  Microsoft Dynamics 365 with Microsoft Azure IoT Central, it’s a managed software as a service(SaaS) solution.
Microsoft Azure IoT Central enables System Administrators/Developers to configure rules and actions, so based on the actions, IoT alerts will be created in Connected Field Service.
Keep in mind also based on the activities in Connected Field Service, the information can be sent back to IoT Central.
It can be achieved by using Microsoft Flow automating workflows across the Field Service.
Lets see the steps on how to integrate Dynamics 365  with Azure IoT Central for the Connected Field Service Solution without coding skills:
  • IoT Central can send information about device abnormalityto Connected Field Service (as an IoT Alert) for diagnosis purpose.
  • Connected Field Service can create cases or work orders triggered from device abnormality.
  • Connected Field Service can schedule technicians for inspection to prevent the downtime incidents.
  • IoT Central device dashboard can be updated with relevant service and scheduling information
  • Azure IoT Central requires no extensive cloud development or coding skills to get an IoT solution up and running.

With Microsoft Flow templates, users can connect their accounts, take advantage of our pre-built templates, and customize their own flows in an easy visual designer without the need for developer experience.
Connected Field Service Azure IoT Hub:
Connected Field Service for Azure IoT Hub is an add-on solution that brings Azure IoT platform as a service(PaaS) offering into Dynamics 365 for Field Service.
With this solution, you can run a deployment app to put all the Azure IoT services and Dynamics puzzles together.
All Azure IoT services run in your own Azure cloud subscription. Additionally, Microsoft provide an enterprise-ready template that you can customize for each Azure IoT service.
Connected Field Service Architecture:
So let’s look at each of the components in the Connected Field Service briefly.

Azure components and services that are involved with Connected Field Service as follows:
Service bus queue:
This provides a queue for both inbound and outbound messages (commands) flowing between Dynamics 365 for Customer Engagement and Azure. 
When an IoT alert is sent to Dynamics 365 for Customer Engagement, or a command is sent from Dynamics 365 for Customer Engagement to the IoT hub, it will be queued here.
Logic Apps:
Logic Apps provides a middleware service between Microsoft Dynamics 365 for Customer Engagement connector and Queue connector.
 Dynamics 365 for Customer Engagement connectors are used to construct entities that are related to Dynamics 365 for Customer Engagementand Queue connectors are used for polling the queue.
Stream analytics:
Stream analytics provides real time event processing engine for deep insights from data, makes it easy to set up real-time analytic computations on data streaming from devices, sensors, web sites, 
social media, applications, infrastructure systems, and more. It is functioning as a funnel to send selective IoT alerts to Dynamics 365 for Customer Engagement.
IoT Hub:
Connected Field Services uses the IoT Hub to manage the state of registered devices and assets. In addition, 
the IoT Hub sends commands and notifications to connected devices—and tracks message delivery with acknowledgement receipts. 
Device messages are sent in a durable way to accommodate intermittently connected devices.
Simulator:
This is a test web app to emulate the device that is sending commands or receiving commands from the IoT hub.
Azure SQL Database:
Connected Field Service uses SQL Azure to store device heartbeat messages for later use by PowerBI to show the status of devices in Dynamics 365 for Customer Engagement.
Azure Blob Storage:
Queries that Stream Analytics will use are stored to Azure Blob storage.
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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Importance of Territories in Microsoft Dynamics 365 Field Service

Hi Everyone,

Today i am going to share some important points about the Territories in Microsoft Dynamics 365 Field Service while implementing the  project.

Territories:

How to create  Territories in Field Service?

Dynamics 365 > Administration > Territories > Create new Territory:


Once the new territory is created, you can streamline the resources in the resource booking record and also while filtering the resources availability based on the territory on the Schedule Board.

An Organisation delivering services should consider below points:

  1. Break large service areas into smaller ones.
  2. Work Orders can be automatically assigned to a territory.
  3. Limit the scheduling assistant search results
  4. Apply territory filters to the schedule board.

Also Postal codes can be imported and assigned to Territories for auto population.

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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Communication Consideration in implementing the Field Service Projects

Hi Everyone,

Today i am going share some processes scenarios in Field Service.

Lets get’s started.

Processes:

– Workflow that send status updates via SMS

– Workflows that would auto create resource requirement records
   for scheduled board enabled entities.

– Custom Action to define custom input and output parameters 
   that will be used to initiate plugin, workflow etc..

– Auto creation of invoices when a Work Order is closed and   posted

Twilio  Solution:

– Allow software developers to pro grammatically make and receive phone calls and send and receive text messages using its web service APIs.

– Twilio has a Dynamics 365 Solution that can be installed into an Organisation(Require a Twilio Account)

Twilio solution that can be downloaded and installed into your Dynamics 365 organization. Have included a link into it here.  It’s just a managed solution that you can download.

Download Solution:
https://www.microsoft.com/en-us/download/details.aspx?id=53586

  
The only thing to remember is it does require a Twilio account.  So we have to have an active Twilio account with an active phone number that we can use to configure inside the solution.  
Basically what it does is it has two work flows that can creates, one that is specifically for voice messages and one that is specifically for SMS messages. 
Then it adds two activities into your environment, one for voice messages and one for SMS messages.  
But if we looking to trigger notifications to customers based upon those types of situations and we really want to leverage SMS messages, this is a nice solution that we can install into environment.  
We have to make sure that we have an active Twilio subscription that  can work with, and we can start sending and receiving SMS messages directly through Dynamics 365.

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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