Field Service for Microsoft Dynamics CRM provides several approaches to scheduling work orders. One is manual scheduling on the schedule board, another is the scheduling assistant which will be the topic of this post.
Field Service for Microsoft Dynamics CRM 2016 contains the ability to define characteristics for resources. These are often used to record skills and certifications a resource has, information that is then used on work orders to ensure only correctly qualified engineers are assigned.
Within Field Service for Microsoft Dynamics you use the schedule board to view schedules and manually schedule work orders.
In this post I will concentrate on manual scheduling of work orders, other options exist such as using the scheduling assistant. (I will cover those in future posts!)
Field Service for Microsoft Dynamics CRM 2016 contains the ability to configure time groups, these are very useful if you schedule appointments in terms of defined time slots. For example: You may only book two appointments per day, one in the morning and one in the afternoon. This post will describe how to implement this feature in Field Service.
Recently I wrote a post that explained out to configure a survey using the Voice of the Customer feature for Microsoft Dynamics CRM, in this post I will expand on that by showing how I can automate sending out a survey from work orders.
In Field Service for Microsoft Dynamics CRM 2016 we can define various pay types which can be used to govern how much field engineers are paid. In this post I will describe the logic involved.
Field Service for Microsoft Dynamics CRM contains ability to manage inventory, the capabilities include warehousing, purchasing, adjustments / transfers, selling products via work orders and returns.
This post is going to cover how to create products and services in Field Service for Microsoft Dynamics CRM 2016.
This time I am going to look at the concepts involved in creating resources. Before you can think about creating work orders you are going to need to create some resources capable of delivering the services on those work orders. A resource is essentially anything which can be scheduled, this might be a field agent, a piece of equipment, or even a CRM contact.
The time off requests feature of Field Service for Microsoft Dynamics CRM gives the ability to allow the field engineer to request time off. And for this to be taken into account whilst scheduling work orders. In this post I’ll explain how this simple feature operates.