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.
To customize the Field Service mobile app for Microsoft Dynamics CRM you will need to install the Resco Mobile CRM Woodford solution and then download and import the Field Service mobile project. In this post I will explain the steps involved.
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.