How to Inspections in Dynamics 365 Field Service?
Photo by Field Engineer on Pexels.com This is a curated post to share best resources to explore, understand and use one of most amazing feature of Dynamics 365 platform: Inspections in Field Service. “Inspections” is the only option (other than Customer Voice) in Dynamics 365 for business administrators to design a form, end users to fill it up, and then business users to be able to see… Continue Reading Ali...
Understanding Security & Permissions in Field Service
Photo by Pixabay on Pexels.com This article is part of a series on Field Service for Beginners Dynamics 365 Field Service, like its other Dynamics 365 siblings, comes with a bunch of security roles and field security profiles. These out-of-the-box security configurations are then updated and tailored in each implementation. This article is to have a look at these roles & profiles, and… Continue Reading Ali Khan’s...
Technician Service Reports
Photo by Lukas on Pexels.com Among the latest and greatest in Dynamics 365 Field Service is the introduction of Service Reports. It is very common for service technicians to send a report on maintenance work, installations etc., once the work is completed, with detailed items of products/services, comments, next service date etc. All these information is part of Dynamics 365 Field Service… Continue Reading Ali Khan’s...
2021 Release Wave 1 – Summary of new features from end-users perspective
Photo by Startup Stock Photos on Pexels.com As most of us were still exploring features released in the previous wave, Dynamics 365 development team has already published ‘2021 Release Wave 1’ document earlier this week. As I started reviewing Field Service related features, I thought to do a “features summary” a bit differently this time. Instead of looking at features separately, I’ve… Continue...
Multi-session, multi-tab user experience in Dynamics 365
Photo by Ryutaro Tsukata on Pexels.com Imagine a user experience in Dynamics 365 where: you could open tabs within same browser tab and then easily navigate without losing context,keep a few most frequently used entities, dashboards etc. pinned as tabs,open multiple tabs for a session eg. to process a case, open account profile, contact profile, and knowledge baseif interrupted during a… Continue Reading Ali Khan’s Article...
How to setup Location Tracking in new Dynamics 365 Field Service App
One of the eagerly-waited features in new Dynamics 365 Field Service app was the ability to track the location of bookable resources (aka technicians) from the field. The feature was not only required from a compliance perspective in many industries but also has practical benefits such as informing customer while a technician is on the way, ensuring ‘access’ is ready before technicians reach… Continue Reading Ali...
Smart Reports and Analytics in Dynamics 365 Field Service
Dynamics 365 Field Service is a data-rich system. Imagine just a scenario of a resource picking up a scheduled job in the mobile app, changing the status from Scheduled to Traveling and then from Traveling to In Progress – this leads to system capturing the following data and resulting analytics: Travel time per Booking/Work OrderTotal work time per Booking/Work OrderTotal work hours of… Continue Reading Ali Khan’s...
How to make a copy of Model-driven Power Apps app?
Working on a new Dynamics 365 project or creating a new (model-driven) Power Apps for your customers? One of the first few things to do is to setup a new app. Particularly in the context of Dynamics 365, this “new app” approach makes a lot of sense as it enables a more personalised and tailored user experience for users while hiding all those features and screens which are not part of the… Continue Reading Ali...
Better Calendar Control to Manage Resource Requirements
Resource Requirement is to a Planner what laptop is to a Programmer. Okay this is a bit too cliched but the fact is, as a planner, you’d mostly work on these three entities in Dynamics 365: Bookings,Resources, andResource Requirements A Resource Requirement record sits at the heart of URS and Field Service. The record basically defines the shape and form of the booking to fulfil the… Continue Reading Ali Khan’s...
Can Field Service handle new iPhones? – Using Asset Properties
Sorry for cheeky title < p class=”has-drop-cap”>New iPhones are launched and the whole world is going gaga about them. In the other news and equally exciting, Field Service’s 2020 Release Wave 2 is arriving with new features every couple weeks. The latest feature is the introduction of Asset Properties in Field Service. I thought to give it a try by modelling the properties of a new iPhone model. <...
4 TILs about Dynamics 365 Field Service – 2020 Release Wave 2
Photo by Andrew Neel on Pexels.com I was exploring Dynamics 365 Field Service over the weekend and it was very exciting to see all the new features – big and small updates – on both web and mobile. I also checked the mobile app after a couple months but between then and now, a lot of exciting things happened (clues: MS Ignite and stream of new videos on the official channel of Dynamics 365… Continue Reading Ali...
Subgrids ➡ Dialogs on Work Order
Photo by Markus Winkler on Pexels.com Can UX be quantified? I think one way to assess usability is to count the number of clicks required to complete a functional activity in the system. In the context of Dynamics 365 Field Service, for example, this could be creating a Work Order, scheduling, setting up a servicing schedule for assets etc. So then the question is – how good is the… Continue Reading Ali Khan’s...
Functional Locations
Photo by Aksonsat Uanthoeng on Pexels.com Note: This is a preview feature; part of 2020 Release Wave 2. Imagine we are implementing Dynamics 365 Field Service for facilities management of a residential complex. The complex includes a couple buildings, park, swimming pool etc. Our client manages all the electrical and mechanical aspects of all the assets. Now as the project commences, one… Continue Reading Ali Khan’s...
Hidden Gems of Dynamics 365 Field Service
I loved talking about “Hidden Gems” of Dynamics 365 Field Service in Field Service Bootcamp event. Following are the slides and video from the event. Hope you find this useful. If you have any follow-up question, comment or just want to say Hi, feel free to contact and I would love to chat . Video Slides < div class=”wp-block-embed__wrapper”> < div class=”embed-slideshare”> < div...