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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Managing Inventory in Field Service

uk365guy 1 Comment
Hi Everyone,

I am to share my thought around Managing Inventory.

Warehouse where you physically might store equipment inside the system.

View Product Inventory:
See quantity available, allocated, on hand and on order for each warehouse.

Inventory Adjustments:
Adding or subtracting inventory to or from a warehouse.

Inventory Transfers:

Changing the warehouse location of product inventory.

Inventory Transfers & Adjustments:
Inventory transfers allow products to be transferred from one warehouse to another by associating child products to the transfer record.

Inventory adjustments allow the inventory manager to adjust the quantity of products, in a warehouse by associating child products to the adjustment record.

Now you can see this live action below:

Go to Dynamics 365 > Field Service > Warehouse > Main>

Click on the down arrow of the “Main”  and you can see associated Product Inventory as below:

As you can see the product inventory is created for the warehouse record. Now go to the Inventory transfer record from Field Service > Inventory Transfer

Create a new record to transfer the product inventory from Main Warehouse to Truck 1 Warehouse see below:

Then you go back to the product area associated with the New Inventory Transfer record created.

Inventory transfer record is used whether it is used to transfer record or flat inventory adjustment in the system.

Now go ahead and create new Inventory Adjustment Product:

Go to > Dynamics 365 > Field Service > Inventory Transfer >

  Click add new inventory product:

Fill the fields “Product” “Unit “, “Quantity” and one of the Inventory Transfer field or Inventory Adjustment field as there should be a transfer or adjust from the Main Warehouse.
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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Inventory Management in Field Service.

uk365guy
Hi Everyone,

Today i am going to share some thoughts around the Inventory Management in Field Service.

Often organisation handle the invoices in ERP systems and process back to field services with the integration service.

Organisations should have answer under what circumstances workflow will trigger the invoices and how you are going to handle inventory reductions.

Either invoices can be handled in ERP system or in the Field Service or transferred over from ERP to Field Service, or integrated billing directly from the application or processing the returns or purchase orders. so these questions to be answered properly so there might be a integration services to serve back office systems.

So the following objectives are important in Inventory Management:
1. Customer Assets
2. Purchasing Process
3. Manage Adjustments and Transfers
4 .Handling Returns.

Customer Assets:


List serviceable items related to a service location.

When you create and maintain a list of serviceable items, you can:
Record specific information about the item.
Create a historic log of all of the work orders that are related to the item, which gives you a complete service history for the item.

Assets can be created manually or auto added to a service location.

Product can be set to auto-create Customer Assets when Work Order is closed.

Work Orders can be associated with specific Customer Assets(ex.preventative maintenance)

1. Can be associated with a specific customer
2. A single asset can have multiple child assets
3. Used as a foundation for registering IOT devices in the Connected Field Service Solution.

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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Points to remember regarding the agreements in Field Service.

uk365guy
Hi Everyone,

Important points to remember about the agreements.

A single agreement can have numerous agreement schedules, like create an agreement and can have multiple booking for that agreement.

The agreement price list specifies the price of all products and services related to an agreement.

Work orders generated from an agreement provides  can still be edited at the work-order level.

Agreements are extremely useful when you want to automatically create work orders on a schedule.

Agreements can be associated with Quotes, Orders and Opportunities.

A single agreement can have numerous agreement schedules tied to it.

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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Settings Up and Defining Invoices in Field Service.

uk365guy
Hi Everyone
Today i am going to discuss how the invoices can be auto generated on the predefined schedule.
Lets get started.
The Invoices can be added to auto -generate on a predefined schedule.
When setting up agreement the product line items can be added to populate automatically when invoices are created.
The invoices can be setup as one time or on a recurring schedule.
Go back to the Agreement record as you can see now the agreement is defined booking setup defined and finally invoice setup has been defined.
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 for Marketing for SMB’s on Contacts based pricing

uk365guy 1 Comment
Hi Everyone,
Today i am going to discuss on the Microsoft Dynamics 365 for Marketing Module Pricing based on the Contacts usage.
Let’s get started.
Please find the information about the revised Microsoft Dynamics 365 Customer Engagement & Marketing application price.

From the above image Option 01:
For example:  if you purchase Microsoft Dynamics 365 Customer Engagement Plan with 10 Subscription Licenses then the Marketing Application is included with 2k contacts, any additional contacts you use could incur cost.
Microsoft Dynamics 365 Customer Engagement 10 Licenses: 10*86.70 = £860.70 per month(Marketing Application included with 2k contacts).
 Option 02 from Image Above:
For example: If you purchase Microsoft Dynamics 365 Customer Engagement Plan with 5 Subscription Licenses then the Marketing Application should be purchased with 10k contacts.
Microsoft Dynamics 365 Customer Engagement 5 Licenses: 5*86.70 = £433.50 per month
+
Microsoft Dynamics 36 for Marketing: Per Organisation Per Month: £565.60 (with 10k contacts included)
So total cost for Option 02: £433.50 + £565.60 = £999.10 per Month.


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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