C# SAMPLE EXAMPLE

C# example class, enum, properties, private methods, public methods, salary calculation example..


using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;

namespace ClassDemo
{
    class Program
    {
        static void Main(string[] args)
        {
            Employee tony = new Employee();
            tony.Income = 150000;
            tony.YearsOfService = 2;
            tony.SetRating(Employee.Rating.poor);
            tony.CalculateRaise();
        }
    }

    public class Employee   // new class employee
    {
        public enum Rating   // constant
        {
            poor,
            good,
            excellent
        }

        private Rating rating;  // private member variable type rating

         
// public properties member varibale income type income, a class can have properties
 public double Income { get; set; }


// public properties  memeber variable type yearofservice

        public int YearsOfService { get; set;} 

 // method setrating within a class. we have private variable rating & parameter rating
        public void SetRating(Rating rating) 

        {
            this.rating = rating;
        }

        public void CalculateRaise()
        {
            double baseRaise = Income * .05;
            double bonus = YearsOfService * 1000;
            Income = Income + baseRaise + bonus;

            switch(rating)
            {
                case Rating.poor:
                    Income -= YearsOfService * 2000;
                    break;
                case Rating.good:
                    break;
                case Rating.excellent:
                    Income += YearsOfService * 500;
                    break;
            }
            Console.WriteLine($"New income is {Income}");
        }
    }


}

MICROSOFT DYNAMICS 365 ON-PREMISE AND ONLINE INSTALLATION GUIDE

Here is the Microsoft Dynamics 365 On Premise and Online Installation Guide.



https://www.microsoft.com/en-us/download/details.aspx?id=50039


I hope this helps:

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MICROSOFT DYNAMICS 365 FIELD SERVICE MANAGING INVENTORY & PROCESSING RETURNS

MANAGING INVENTORY

Processing Returns

1)Three ways of returning a product.
 a)Return to warehouse
 b) Return to vendor
 c)Change equipment ownership

2)All product returns are initiated with an RMA.
3)A return is not finalized until  an RMA receipt is created.

Things to Consider

1) Many implementations may include requirements for integrations with back office applications for
    inventory management.
2) Consider how this is going to work with your implementation.

MANAGING INVENTORY  IN FIELD SERVICES OVERVIEW

MICROSOFT DYNAMICS 365 FIELD SERVICE PURCHASING

Purchasing

1)Used to request and receive Products from Vendors to stock Warehouses.
2)Purchase Order Process.
   a)Request Products from Vendors by creating a PO 
   b)Gain Approval.
   c)Document Receipt of Products by creating P.0. Receipt.

MICROSOFT DYNAMICS 365 FIELD SERVICES INVENTORY AND PURCHASING

Inventory and Purchasing 

1)Review how Customer Assets are used
2)Purchasing in Field Service
3)Managing Adjustments and Transfers
4)Handling Returns.

 Customer Assets

1) List serviceable item related to a service location.
2)When you create and maintain a list
   of serviceable items, you can :
  a) Record specific information about the item.
   b)Create a historic log all of the work orders that are related to the item,
      which gives you a complete service history for the item.
   
3)Assets can be created manually or auto Added to a Service Location.

MICROSOFT DYNAMICS 365 FIELD SERVICES FIELD AGENT

Field Agents:

FIELD AGENT

Field Agents can use the Mobile app to review Work Orders and get all info
needed to complete the job.

1)Review Work Order Bookings
2)Open attached Work Order
3)View Work Order location on Map
4)Update Work Order Status.
5)Check Work Order details
  Service Tasks, Products, Services, etc

6)Add Notes, Pictures, Signatures, etc.

7)Create Follow-ups.

MICROSOFT DYNAMICS 365 FIELD SERVICES MOBILITY

Overview of Field Services

Following are the main pillars of the Field Services

1) Work order process
2) Scheduling & dispatching process
3) Service Delivery process
4) Review and Billing process

Mobility

1)Review why mobility is important in field service
2)Field Service Mobile App.
3)Preform Actions using the Mobile App.

Things to Consider:

1)A single agreement can have numerous agreement schedules.
2)The agreement price list specifies the price of all products and services related to an agreement.
3)Work Orders generated from an agreement provides a can still be edited at the work-order level.

Field Service Mobile:

1)Field Service Mobile mobile application is built on the Resco Mobile Platform 
   which is built on Microsoft Dynamics CRM 
2) Supported Devices
   a) Windows 10
   b) IOS 6+
   c) Andriod Phone.

Initial Configuration

1) Connect Mobile App to your Dynamics 365 instance
 2) Setup > Dynamics 365
 3) Can be changed in the future
4) App must be synced once connected.

Working On or Offline.

Online Mode
1) Information continuously syncs with the server.
2) No need to manually sync your device.

Offline Mode
1)Information is downloaded to your device.
2)Information sent to the server on the next sync.

Application Navigation

1)You will need Field Service Admin, dispatcher, Inventory purchase
   or resource to use the mobile app.
2)You may still require additional permissions to change data.
   you can navigate to any of the items listed.

Field Service Mobile App image below:

MICROSOFT DYNAMICS 365 FIELD SERVICES AGREEMENTS BOOKINGS & INVOICES

AGREEMENTS BOOKINGS & INVOICES

1)Bookings and invoices can be created to auto-generate for agreements.
2)Work Orders can be auto-created based on settings defined in the bookings.
3)Incident types can be attached to auto-populate service tasks,
   products, and services when the work order is created.

MICROSOFT DYNAMICS 365 FIELD SERVICES AGREEMENTS

AGREEMENTS

1)Framework for automatically generating Work Orders and Invoices.
2)Have a recurring schedule for a period of time
    example:- Monthly inspection for two years.
3)Ideal to items like preventative maintenance.

Foundation of Agreements:

1)Service and Billing Account
2)Start/End Date and Duration.
3)Price List.
4)Service Territory.
5)Taxable.

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER TYPE REVIEW

 WORK ORDER TYPE REVIEW;

1)Work Orders must be associated with a Service Account even if the Work Order is for Internal Purposes.

2)Using Incident Type, allows for quick addition of related items such as Services, Products, and Services Tasks.

MICROSOFT DYNAMICS 365 FIELD SERVICES - SERVICE TASKS TYPES

SERVICE TASKS TYPES

1)Tasks performed by agents at a service location.
2)Check-lists for Agent to follow a specific process.
3)Durations can be assigned which rolls up to the Work Order duration.

MICROSOFT DYNAMICS 365 FIELD SERVICES INCIDENT TYPE SCENARIO

CREATE AN INCIDENT TYPE CALLED SERVICE PRINTER:

1) Click the Module drop-down selector on the Navigation bar.
2)Click Field Service.
3)Click the right arrow  to see Administration.
4)Click Administration
5)Click Incident Types
6)Click the New button.
7)Click the Name field.
8)Type "Quarterly Printer Inspection".
9)Click Copy Incident Items to Agreement field to change the value to Yes.
10)Click the Default Work Order Type field.
11)Click the Lookup icon.
12)Select Preventative Maintenance.
13)Click SAVE to save the incident type.
14)Expand the Service Tasks FastTab.
15)Click the Add Incident Type Service Tasks button.
16)Click the Tasks Type field.
17)Click the Lookup icon.
18)Click New
19)In the Name field type "Clean Printer Assembly".
20)Click the Estimated Duration field.
21)Click the drop-down arrow.
22)Select 30 minutes.
23)Click SAVE & CLOSE.
24)Click SAVE & CLOSE.
25)Click the Add Incident Type Service Tasks button.
26)In the Task Type field,click the Lookup icon.
27)Click New.
28)In the Name field, type "Replace Toner".
29)Click the Estimated Duration field.
30)Click the drop-down arrow.
31)Select 15 minutes.
32)Click SAVE & CLOSE.
33)Click SAVE & CLOSE.
34)Click the Add Incident Type Service Tasks button.
35)In the Task  Type field, click the Lookup icon.
36)Click New.
37)In the Name field type "Final Test and Adjustments".
38) Click the Estimated Duration field.
39)Click the drop-down arrow.
40)Select 15 minutes.
41)Click SAVE & CLOSE.
42)Click SAVE & CLOSE.
43)Expand the Products FastTab.
44)Click the Add Incident Type Product button.
45)In the Product field, click the Lookup icon.
46)Click Electrodes.
47)Make sure that the Unit field is Primary Unit.
48)Click the Quantity field.
49)Type "1".
50)Click SAVE & CLOSE.
51)Expand the Services FastTab.
52)Click the Add Incident Type Service button.
53)In the Service field, click the Lookup icon.
54)Select Performance Inspection.
55)Make sure that the Unit field is Primary Unit.
56)Click the Duration field.
57)Click the drop-down arrow.
58)Select 1.5 hours.
59)Click SAVE & CLOSE.
60)Scroll up to see the CHARACTERISTICS subgrid, 
61)In the CHARACTERISTICS sub-grid,click Add Incident Type Characteristics button.
62)Make sure that the Incident Type field is Quarterly Printer Inspection.
63)Click the Characteristics field.
64)Click the Lookup icon.
65)Select Building 12 Access.
66)Click the Rating Value field.
67)Click the Lookup icon.
68)Select Good.
69)click SAVE & CLOSE.

MICROSOFT DYNAMICS 365 FIELD SERVICES INCIDENT TYPE

INCIDENTS TYPES

1)Typically used for most common problems reported.

2)Act as templates: Tasks,Products, and Service definitions on work orders.

3)Auto Populate Characteristics, Products Services, Estimated Durations etc.

MICROSOFT DYNAMICS 365 FIELD SERVICES ACCOUNTS

ACCOUNTS:-

Service Accounts:-

1)Define where the Work Order will Take Place.
2)Location data used for Scheduling Assistance,and Calculating Travel Times.

Billing Accounts:-

1)Defines the Account that will be used for billing.
2) Service Account used by default.

Sub Accounts:-

1) Additional locations.

Field Services uses Geo Locations to find out the exact location of the Work.
So Geo Location should be turned on otherwise you will get error messages initially.
to configure the geo location turning on follow the steps below:
Field Services > Resource Scheduling > Administration > Enable Resource Scheduling for Entities or Schedule Parameters

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER RELATIONSHIPS

WORK ORDER -RELATIONSHIPS

Work Order Types - Categorize Work

Order(Install, Repairs, Preventative Maintenance)

Priority - Rates the importance of the Work Order. Can be configured and increased or Decreased as needed Reflected on Schedule Board.

Service Territory - Organize Work Orders and Resources by geographical Area.

Incident- Common Issues that a customer could report.

Products- Items that may be needed for the issue.

Services-Determines the services required to complete the work Order

Service Tasks:- Check list or Step by Step instructions.

Characteristics- Skills, Knowledge, or Certification Required.

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER LIFE CYCLE

WORK ORDER LIFE CYCLE

Field Services Work Order Life Cycle have 5 steps to follow:
1.Work Order Creation.
2.Schedule.
3.Dispatch.
4.Service.
5.Review/Approval.

So in each step that there are 4 work items always updated according to the work type:
1.What Happens
2.Who Performs
3.Work Order Status.
4.Booking Status.

Finally the Review/Approval step have booking status changes to completed.

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER CREATION STEPS

CREATE AND MODIFY WORK ORDER TYPES

1.Click the module drop-down selector on the Navigation bar.
2.Click Field Service.
3.Click the right arrow to see Administration.
4.Click Administration.
5.Click Work Order Types.
6.Click New
7.In the Name fields type "Break Fix".
8.Click the Incident Required field to change the value to Yes.
9.Click the Price List field.
10.Click the Lookup icon.
11.Select Default Price List.
12.Click SAVE.

MICROSOFT DYNAMICS 365 FIELD SERVICES BOOKABLE RESOURCES

BOOKABLE RESOURCES:

1.Users, Equipment, Accounts, Contacts, etc that are used to service work orders.

2. Characterisitics (skills and certifications) and Category Associations can be included for better scheduling.

 Review

1.Out of the box Field Service has several different items that will need to be configured.
2.Using Products and Price Lists allows for using different products pricing based on the Account, Work Order,Etc.
3.Resources are Users, Equipments, Accounts, Contacts, etc. that are used to service work orders.
4.Territories can be used to limit results in the Scheduling Assistant as well as filter the results in the Schedule Board.

MICROSOFT DYNAMICS 365 FIELD SERVICES PRODUCTS AND SERVICES

PRODUCTS AND SERVICES

1. Anything the Company Sells
2.Maybe added Manually to a work order
3.Can be added automatically to a work order from and incident
4.May be marked as "used " billed to a client or left as "estimated" on a work order.

PRODUCTS AND SERVICES CATEGORIES:

1.Inventory : Products sold and deducted from inventory.
2.Non-Inventory: Products sold but not tracked in inventory 
3.Services: Sold on time and materials Basis
 a) List Price and costs are hourly rates.

4.Duration of Services:
a)Manually Entered on Mobile by Field Agent
b)Dervied from elapsed time between Work order Schedule Statuses.

PRICE LISTS:

1.Define different Pricing Levels
2.Specify how much a customer is charged for products and services
3.Are noted on the Account,Work Order, Agreement, or Individual or Service.

PRICING FEATURES:

1.Minimum Charge Amount
a) Sets the Minimum amount for the visit.Value is added on to final price regardless of the Amount charged.
2.Minimum Charge Duration
a) Can make the first X amount of time Free.
3.Flat Fee Option.

ADDITIONAL INFORMATION:

1.The Work Order Price List is used if a Product has a different default price list than the work order.
2.The Price of the Product will come from the List Price on the Product if an Item is not on the Work Order Price List.
3.Add Products and Services to Price Lists.
4.Add Products and Services to Incidents when adding Products and Services to Work Orders.

MICROSOFT DYNAMICS 365 FOR FIELD SERVICE DEMO DATA

Install Dynamics 365 for Field Service Demo Data Steps:

1.Click the Address bar

2. Type https://www.microsoft.com/en-us/download/details.aspx?id=55320

3. Press the Enter key.
4. Click the Download button.
5.Click the save drop-down arrow.
6. Click Save as.
7.Click Save to save the FieldServiceDemoData_v6_1_0_2 file to the desktop.
8. Click Open folder.

9.Double Click the FieldServiceDemoData_v6_1_0_2  file
10.Click Run.
11.Click Yes to accept the license agreement.
12.Click Browse .. to choose a location extract the data.

13.Select Desktop.
14.Click Ok.
15.Click OK.
16.Right click the FieldServiceDemoData.
17.Click 7-zip
18.Select Extract to "FieldServiceDemoData\".
19.Double-Click FieldServiceDemoData.
20.Double-Click FS_PkgFolder in the extracted FieldServiceDemoData Folder.
21.Right-Click the DemoDataConfig file.

22.Click Edit.
23.Click the NewName Value.
24.Type a user in your Dynamics 365 Deployment.
25.Click Save to save the DemoDataConfig file.
26.Click Close.
27.Click FieldServiceDemoData.
28.Scroll down to see PackageDeployer

29.Right-click the PackageDeployer application in the FieldServiceDemoData folder.
30.Click Run as Administrator.
31.Click Yes on the User Access Control message.
32.On the welcome screen, click continue.#

33.Select Office 365 for Deployment Type.
34.Select the Display list of available Organisations check box.
35.Select the show advanced check box.
36.Click the Online Region drop-down .
37.Select the Online Region to your Region , for example: North America.

38.Click  the User Name field.
39.Type your user name.
40.Click the password field.
41.Type your password.
42.Click Login.
43.Select Dev-gmritsolutions.
44.Click Login.
45.On the Welcome to the Field Service Demo Data Setup Tool screen, click Next.

46.On the Ready to install screen , click next.
47.Click Next.

48.Click Next.
49.Click Finish to complete the Field Service Sample Data installation. 

I hope this helps..

MICROSOFT DYNAMICS 365 FOR FIELD SERVICES TRIAL SOLUTION STEPS

Install Dynamics 365 for Field Service Trial Solution High Level Steps

1. In the Dynamics 365 Organisation, click the module drop-down selector
2. Click settings
3. Click Dynamics Marketplace
4. Click the search field
5.Type "Field Service".
6. Select Dynamics 365 Field Service
7. Click Free trial.
8. Click Continue to agree with the terms and conditions.
9. Scroll down to see the Add the application to Dynamics 365 section.
10. In the Organisation to field, ensure your organisation is selected to install Field Service in.
11.Select the Agree to Microsoft's Legal Terms and Privacy Statement check box
12. Select the Agree to Privacy Statement and Legal Terms for importing solutions into Dynamics 365 check box.
13. Click Agree.

MICROSOFT DYNAMICS 365 FIELD SERVICES SETUP AND CONFIGURATION

SETUP AND CONFIGURATION:

> Field Service Security Roles
> Initial Configuration Settings
> Using Products and Price Lists in Field Service
> Setting up and Defining Field Service Resources

>> Field Service Security Roles
> 5 Security Roles are created as part of Field Service
>> Field Service --Administrator
>> Field Service --App Access
>> Field Service --Dispatcher
>> Field Service --Inventory Purchase
>> Field Service -- Resource

Field Service Administration:

Several administrative settings can be defined to allow greater flexibility and customization for use with Field Service

>> This colud Include:
>>Characteristics
>>Territories
>>Priorities
>>Warehouses
>>Postal Codes
>>Products
>>Bookable Resources
>>Price Lists
>>Time Groups
>>Payment Terms
>>Incident Types
>>Tax Codes
>>Booking Statuses
>>Service Task Types
>>Booking Rules

MICROSOFT DYNAMICS 365 FIELD SERVICES KEY AREAS

>Dynamics 365 Field service a full feature set of field service capabilities including scheduling.

> You want to make sure that you are taking time to consider how your implementation will work in the 4 key Areas:

>> Work Order Creation
>>Scheduling and Dispatching
>> Service Delivery
>> Reviewing and Billing

MICROSOFT DYNAMICS 365 FIELD SERVICE

Field Service at a Glance

work order generation --> Schedule & Dispatch --> Service Delivery --> Review & Bill   

Field Service Capabilities help organisations deliver to customers outstanding onsite service
> Work Oders
> Schedule Assistant 
> Schedule Board
> Resource Management 
> Asset Tracking 
> Multi - Warehouse Inventory
>Mobile
> Geocoding
> Manage RMAs and RTVs

>> Work Oders
> Captures essence of what needs to be preformed
> Used to coordinate and schedule resource and activities
> Can be used for different types of work such as installations , repairs, or preventative maintenance


>> Smart Scheduling:
Schdule the right resource with the right equipment to the right location,
meeting SLAs and ensuring a fast first time fix.

>> Schedule Board
> Drag & drop interface for scheduling and rescheduling
> Filter by resource type services etc,,
> Scheduler settings allow configuration of dispatcher time zone, grouping etc..

>> Schedule Assistant
> Allows applying constraints to query the for resources
> Duration
> Radius
> Start & End Days
> Territory
> Resource Types

>> Resource Management
> Define Users,Equipment, Accounts, Contacts, etc.
that are used to service work orders
> Use Characteristics (skills & certifications) and category associations can be included for better scheduling.
> Manage Schedules

>> Mobile field enablement
> Keep your technicians nimble and in the know whether they are using a hand-held device, smartphone or laptop.

BUSINESS PROCESS FLOW ENTITIES IN DYNAMICS 365

What kind of entities you can use while creating BPF?

Entities that can use business process flows in Dynamics 365

Only entities that use the updated forms can use business process flows. This includes custom entities and the following system entities:

• Account
• Appointment
• Campaign
• Campaign Activity
• Campaign Response
• Competitor
• Contact
• Email
• Entitlement
• Fax
• Case
• Invoice
• Lead
• Letter
• Marketing List
• Opportunity
• Phone Call
• Product
• Price List Item
• Quote
• Recurring Appointment
• Sales Literature
• Social Activity
• Order
• User
• Task
• Team

To enable a custom entity for business process flows, select the Business process flows (fields will be created)check box in the entity definition. Note that you can’t undo this action.

---

Note

If you navigate to the business process flow stage that contains the Social Activity entity and choose the Next Stage button, you’ll see the Create option. When you choose Create, the Social Activity form loads. However, because Social Activity isn’t valid for Create from the Dynamics 365 application user interface, you won’t be able to save the form and you’ll see the error message: “Unexpected error.”

I hope this helps..