MSD 365: October ’18 release

Oct 18 Release

The October ’18 wave of business application releases from Microsoft provides you with significant capabilities to transform your business. These new services and capabilities become available starting in October 2018.  Continue reading “MSD 365: October ’18 release”

Field Service: Demo data import issues

demo data

There are so many questions and problems faced by field service developers while Demo data import for field Service. So thought of let’s make write on common issues for demo data import for field service, which I faced during my demo data import.

You can download demo data from here to import into your field service environment. Microsoft already provided a detailed document on how to import demo data to Field Service. you can find that in downloaded files.  But still, while importing this demo data I faced below issues.. Continue reading “Field Service: Demo data import issues”

Field Service: Sample data installation

field service

While studying Field Service, Field Service installation is not enough,  we need to install sample data or seed data in the environment, so we will get clear idea of how its looks like and we can play with that sample data just like real one.

As well, it can be used for demo purpose.

So here are the steps to install sample data for Field Service… Continue reading “Field Service: Sample data installation”

Field Service: overview

field service

Field Service Overview

Field Service capabilities extend Dynamics 365 to provide a complete Field Service management solution. It helps to….

  • Optimize your service schedule with efficient routing, resource skill matching, and reduced travel time.
  • Increase first time fix rates and on-time delivery performance.
  • Enhance real-time communication and collaboration between customer service, dispatch, field agents, and customers.

Continue reading “Field Service: overview”

Field Service: installation

field service

Filed Service is one of the great feature available with MSD 365, here is the overview of it. Microsoft has developed managed solution for it we can install that in our environment, its available in Dynamics Marketplace.

Here are steps to install that in the environment…. Continue reading “Field Service: installation”

Configure the schedule board for resource availability

Resource Scheduling1
Get the correct resource

The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference.

Applicable to Dynamics 365 (online) ==> Field Service, version 9.x

Important

To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.

  1. From the main menu, click Resource Scheduling > Administration.
  2. Click Scheduling parameters.
  3. Open the record and scroll down to the Resource Scheduling Optimization section.
  4. On the Connect to Maps field, choose Yes.
  5. Accept the terms and save the record.

Continue reading “Configure the schedule board for resource availability”

Schedule anything with Universal Resource Scheduling

This slideshow requires JavaScript.

Schedule anything in Dynamics 365 using Universal Resource Scheduling. You can enable scheduling for any entity including custom entities.

For example, you can enable scheduling for the opportunity form and schedule marketing visits for your opportunities. You can also do this for the case form and schedule time to work on cases.

This is applicable for Sales, Customer Service, Field Service, Project Service Automation Continue reading “Schedule anything with Universal Resource Scheduling”

Field Service – User Guide

Complete reference for Field Service for Microsoft Dynamics CRM..

Microsoft Dynamics 365

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

I have been blogging on this subject for a few months!

Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installing Field Service
  • General Setup
  • Using Field Service

Tip:
Keep checking back to this post, I will continue to add more detail.

Introduction / Theory

PostDescriptionLast Updated
Field Service – Overview
An overview of the capabilities of Field ServiceAugust 2016
Work Order Theory
A description of what a work order is, its lifecycle and how it relates to other Field Service entitiesAugust 2016

Installation

PostDescriptionLast Updated
Field Service –…

View original post 490 more words