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I am going to discuss what is included in the Field Services Schedule Board

Let’s gets started.

Schedule Board:

Drag and drop interface for scheduling and rescheduling.

Filter by Resource Type, Services etc..

Scheduler settings allow configuration of dispatcher time zone, grouping etc.

Booking Requirements:

Unscheduled items are displayed at the bottom of the schedule board in booking requirements.

Will display all unscheduled requirements for any entity that has been enabled for the universal scheduling.

Predefined view for unscheduled work orders is included as part of the Field Service Solution

Additional requirement views can be defined to provide a more customized scheduling environment.

Integrated Map:

Helps  determine best resource for job based on proximity.

Each resource is color coded for easy identification.

Routes are created and updated as resources are assigned jobs.

Today i am going to discuss about the connected field services, Communication and Integration with IoT Devices.

Connected Field Service
1. IOT Solution installed on top of Dynamics 365
2. Key benefits of Connected Field Service.

Reduce downtime with proactive alerts from connected devices
Address issues faster by remotely monitoring devices and keeping  customers in the loop.
Reduce maintenance costs by dispatching a technician with the right expertise, availability, and location to the job.

This feature was added in the December 2016 update for Microsoft Dynamics 365 and is only available for online.

Pre – Requisites:
1. Dynamics 365 for Field Service solution installed with appropriate licensing.
2. O365 Global Administrator or Dynamics 365 System Administrator credentials.
3. An active Azure subscription.

Connected Field Services Architecture:

Go to Market place and search for Connected Field Services and install the app and configure with your Azure subscriptions and with Power BI.

Once the Internet of Things(IoT) is installed on your Dynamics 365, there are connected devices:
IoT Alerts
Commands
Registered Devices
Device Categories
Registration History

How these are connected with Field Services is via Customer assets.

All the Registered Devices are present in the customer assets record.

When the new customer assets is created then in the record you need to fill in device Id  and save the record, Click on the Register device then from the Azure subscription the device id is fetched.

Thing to consider around Communication using Field Service

Most Implementations will require some type of communication
Examples of communications scenarios
1. Automated voice or SMS notifications to technicians when a they are scheduled
2. Customer notification based booking status changes
3.Travel status notifications

A variety of built in and external tools can be used to facilitate internal and external communication in Field Service.

Using third party utilities you can use like Microsoft Flow or Twilio for communication purposes.

Scenarios:
Workflow that send status updates via SMS
Workflow that would auto create resource requirement records for schedule board enabled entities.
Custom Action to define custom imput and output parameters that will be used to initiate plugin, workflows etc..
Auto creation of invoices when a Work Order is closed and posted.

Solution:
There is Twilio Solution that allows software developers with custom code makes and receive phone calls and send receive text messages using its web service APIs.

Twilio has a Dynamics 365 Solution that can be installed into an organisation (Requires a Twilio Account)

You can download from below link:
https://www.microsoft.com/en-gb/download/details.aspx?id=53586

Glympse Integration:

Provide a real-time notification to techs and customers
Notification sent through SMS or email
Uses GPS location in Field Service mobile application
Can be configured for voice messages
Available through App Source

Full example below  image illustration:

I am going to share some view on the Microsoft Dynamics 365 for Marketing – Track Online Behavior of the users.

Assume your website is integrated with Dynamics 365 for Marketing and you want to track online behavior of the individual visitors.

 Dynamics 365 enables this feature via java script code and you need to insert the code on each page of the website.

This code embed usually done by Dynamics 365 Administrator via CMS System.

Visitors will remain anonymous until they register by using a Dynamics 365 landing page, at which time Dynamics 365 will be able to link both new and historic browsing records to an actual contact in the system.​
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Each JavaScript that you generate with Dynamics 365 includes a unique ID, which the system uses to group all visits to pages that have that script on them.

Dynamics 365 considers all visits to a matching ID to be part of the same website. Many organizations will use just one JavaScript, but you could choose to generate several different ones if you prefer to organize various sites, or parts of sites, independently of the others.​

Go to Marketing > Internet Marketing > Websites to view and update the JavaScript for the websites you want to track.

To generate new JavaScript, click + New and fill out the necessary information.

General tab: Specify a name. Enter the URL for the website you plan to track.

Timeout and status will auto populate, update them as needed. Use the description field as needed.

Once you save, the JavaScript code will auto generate. Copy and paste this code on the website pages you want to track.

Timeline: Change the dates to display the online behavior for a specific period of time.