I have commonly used the schedule board with Dynamics 365 Field Service or Project Service to schedule work orders or project tasks. But recently I’ve had a couple of requirements to schedule custom entities. This is possible using Universal Resource Scheduling. (URS) In this post I’ll explain my initial experiments with URS, if you are considering making use of URS then hopefully the information here may be of use.
For me one of the best things with Microsoft Dynamics CRM is the seamless integration capabilities across multiple business functions.
For example, using Unified Service Desk, Field Service, Interactive Service Hub and the CRM knowledgebase in one business process.
I’ve created a number of posts regarding Field Service and I’ve been lucky enough to have prepared tailored demos for several customers. In my experience creating a good tailored demo of Field Service takes some considerable effort. This post includes a basic video of a Field Service demo, I’ve also given notes on the configuration steps required to be able to create a demo such as this.
I recently attempted to answer a question about the various quantities held against inventory items with Field Service for Microsoft Dynamics CRM. In doing so I found that the circumstances when the quantity on order, on hand and allocated are effected may not be as obvious as I first thought. To better appreciate these columns, I decided to do some testing and document my results. This post gives a summary of my findings and therefore my understanding of when and how these values are increased / decreased.
It is true that an image can speak a thousand words. In Field Service for Microsoft Dynamics CRM by default we can’t see the entity images but they are simple to add. In this post I will explain how.
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.
Field Servic for Microsoft Dynamics CRM contains a feature that allows for the creation of agreements, which can then be used to automatically schedule work orders for routine maintenance. In this post I will explain the concepts connected with agreements.
Field Service, part of Microsoft Dynamics CRM 2016, contains the ability to create customer equipment. (Described as customer assets.) This can be useful when needing to record what equipment is installed at a customer’s location and helps when planning routine maintenance. In this post I will explain the concepts involved with customer equipment.
I recently completed a simple but effective alteration in Field Service for Microsoft Dynamics CRM, the requirement was to be able to see if a field agent was in a risky situation or might need assistance.
The Schedule Board in Field Service for Microsoft Dynamics CRM 2016 is an important tool, for the dispatcher it may be the screen the use the most. In this post I will look at how to configure / use the schedule board.