How Resco Mobile App User have different Security roles on multiple projects in Field Service

Hi Everyone,

Today i am going to share quick tip on how to check the Microsoft Dynamics 365 Field Service Mobile App Users security role levels and how they are varied in terms of  Mobile App users access to various projects within the Organisation.

So let's get's started.

Let's assume an Organisation have multiple projects of Field Service, so the users might be the resource in that project. There are different security roles to each resource.

In order to check the security role on  Resco MobileCRM  Woodford Solution:

Go to Dynamics 365 >  Settings > Woodford > MobileCRM Woodford >

Click on the "show users" button on the navigation pane. New pop up comes up with the list of users with their security roles.

See below image:

Microsoft Dynamics 365 Field Service Mobile App User security role  points to remember as follows:

1) we must assign the security roles we want the project to apply to the user.
2)All users with that role are added to the project.
3)Users added to the multiple projects will receive the project  with the higher priority.
4) See the users associated with a project using show users.


I hope this helps.

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Microsoft Dynamics 365 Field Service Mobile App unsupported metadata version error

Hi Everyone,

Today i am going to share on how to fix an error while syncing the field service mobile app on desktop.

The error: "Field Service Mobile unsupported metadata version" 

In order to fix the error, go back to the Dynamics 365 - Settings - double click MobilecrmWoodford  and select the version 9.10 then publish all.

Open the  Field Service Mobile App and enter user credentials then sync the credentials with CRM.

Here you go.. user can login into field service mobile app successfully.

I hope this helps.

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Microsoft Dynamics 365 Field Service - Field Agent capabilities on Mobile App

Hi Everyone,

Today i am going to share what are the capabilities of the Mobile App user on Microsoft Dynamics 365 Field Service.

Mobile App Field Agents Capabilities:

Field Agents can use the mobile app to review Work Orders  bookings and get all info needed to complete the jobs.

Below image i have just shown the example of the Mobile App.

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
6)service tasks, products, services etc..
7)Add Notes, Voice capture, pictures, signatures and so forth..
8)Also Create a follow ups.

I hope this helps.

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How to assign Schedule Board to the Managers in Microsoft Dynamics 365 Field Service

Hi Everyone,

Today i am going to share quick tip about how to assign the ownership of schedule board on Microsoft Dynamics 365 Field Service.

Suppose in a organisation a Team Manager  needs a schedule Board to manage his/her team - System Administrator set up the Schedule board for that Manager.

Then the Manager once login's  he/she should be able to see their Schedule Board.

Let's get's started.

Initially Schedule Board is "Initial Public View".

In order to create new Schedule Board click  "+" sign..

Give the Tab Name and Shared With "specific people" or "Just Me" or  "Everyone".

Fill in all the General Settings and Schedule Types configuration, once required fields filled click on "Add" button at the bottom.

Then the new Tab is added to the Schedule Board see below:

As you can see from above image "MallaGurram" tab is added , on the left hand side you can set filter for that user and save - "Filter & Map View area.

Resource = " MallaGurram" and save filter.

Assign the new created Scheduled Board to the user "MallaGurram",  Go to Advanced Find and select the Schedule Board Setting and select the "Active Schedule Board Settings", click result, see below:

Select the user and click on the navigation menu " Assign Schedule Board Settings" to the user.

Finally the Schedule Board is assigned to the user, Manager can login into the Microsoft Dynamics 365 Field Service and access the Schedule Board to check the "Resource" schedules.

I hope this helps.

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Microsoft Dynamics 365 Field Services Mobile App Setup

Hi Everyone,

Today i am going to discuss about the Microsoft Dynamics 365 Field Service Mobile App, where can we download, compatibility.

Field Service Mobile Options:

As we know Field Service Mobile Application is built on the Resco Mobile CRM platform, it has been built on Microsoft Dynamics 365.

The supported devices are as follows:
Windows 10
IOS 6+
Android Phone

we can download the Mobile App from Microsoft Store and it is with a truck image on the App.
See image:

So the Mobile App can be used on the Personal Computers, Laptops, Tablets etc..

Field Services Mobile App Features:

With the Mobile App we can view the Bookable resource bookings views - agenda, day/week/month 

Combination of bookings and Work Orders forms

Embedded logic and business rules

-System status correlation

-Status change timestamps

-Booking start and end times

-Follow-up Work Orders

-Mandatory synchronization of WO's created within last week.

When we launch the Mobile App for the first time, we need to configure the App with the Dynamics 365 see below image:

Once the Mobile App is launched then click on the "Setup" button to configure with our Dynamics 365 Organisation URL.

Click on the Dynamics 365 Connect and fill in the credentials of dynamics 365 user.

Fill in the URL, Username, Password, and click on save password for automatic login into Mobile App later sessions.

Then click on the refresh button to sync the credentials for the first  time.

Application Navigation

we will need Field Service Admin, dispatcher, inventory purchase, or resource to use the mobile app,may still require additional permissions to change data, can navigate to any of the items listed on the Mobile App.

We can check the what version of Field Service Mobile App by clicking on the "About" icon on the App:

I hope this helps:

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Unable to view Schedule Board in Dynamics 365 Field Services

Hi Everyone,

Today i am going to discuss about the a scenario where the Service Manager can't access the Schedule Board from Field Service.

Common problem  whenever we make any changes to the security roles of the Service Manager's in the Field Service then don't forget make sure you select the Field Security Profile for that user in Dynamics 365 and select the roles, as shown in the below image.

Then the Service Manager can access the Schedule Board with all the Work Orders scheduled on the Schedule Board.

I hope this helps:

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Microsoft Dynamics 365 Field Services Schedule Assistant:

Microsoft Dynamics 365 Field Services Schedule Assistant:

Schedule Assistant will be used without doing a lot of the work order process.

> Allows applying constraints to query the resources
> Duration
> Radius
>Start and End Days
> Territory
> Resource Types

Just need to create the work order and save the record then select the related record of the "work order" created and select the requirement record where we can see the resource requirement details

Open the Resource Requirement record and fill in the "from date", "to date" ," duration" and "status" fields.

Once the record is saved click on the "Book" button on the navigation bar, the schedule assistant will be opened.

In the scheduled Assistant you can modify the time window and the resource will be booked with simple steps as shown above.


I hope this helps:

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
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Microsoft Dynamics 365 Field Services View Customizations

Hi Everyone,

I am going to discuss about the various views on the Field Service Schedule Board.

Lets get's started.

View Configuration Options:

1) There is one default schedule board for the organisation.

2) Additional public and private schedule boards can be created and modified.

3) Views are tied to Dynamics 365 views that can be customized

Customizing the Schedule Board:

Items are populated on Schedule Board based on Dynamics 365 views

Views associated with the following entities:
> Resource Requirements
> Bookable Resources
> Organizational Units
> Booking Alerts

Default filters and view settings can be defined per view

Web resources can be created to define custom booking rules and can be added to board.

Once scheduled board is opened on the right hand side we can see the "Initial Public View" and "+" sign, if we need to create a schedule board for someone or specific people then click on the "+" sign and it will open new pop up window where we can configure accordingly.

The main use of the multiple Schedule boards is that if the Schedule manager looks after different regions then he can check the tabs to move into different views quite easily.

I hope this helps:

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Microsoft Dynamics 365 Field Services Manual Scheduling

Hi Everyone,

I am going to share information how  the Field Service Manual Scheduling will work

Field Service Manual Scheduling

Schedule Board can be customized out of the box as you can see on the image:

Filter & Map View

Filter :

You can filter the Characteristics - Rating
Roles
Territories
Organisational Units
Resource Types
Teams
Business Units
Sort result by

Map View:

We can see the where the resources are located and what scheduled work orders the current resource working etc.. we have the ability to drag and drop the resource booking to different dates on the schedule board.

Also the Views can be changed to "Horizontal and Vertical Views, Schedule can be viewed in hourly, days, weekly and  monthly views.

From the Tab Settings views can be configured according to our business requirements.

Unscheduled Work Orders can be drag and dropped on to the schedule board as well.

Some of the points about the Manual Schedule Work Order: 

Manually schedule a Work Order:

1) Drag unscheduled Work Order from list view
2) Drag unscheduled Work Order from map view
3) Block out a spot on the Schedule Board directly


Other Work Order Actions:

1) Reassign and Re-schedule previously scheduled Work Orders.
2) Update the status of Work Orders and change duration
3) Move Work Orders not complete to a future date
4) Print out or email driving directions for one or more field agents.

I hope this helps:

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Microsoft Dynamics 365 Schedule Board

Hi Everyone,

I am going to discuss what is included in the Field Services Schedule Board

Let's gets started.

Schedule Board:

Drag and drop interface for scheduling and rescheduling.

Filter by Resource Type, Services etc..

Scheduler settings allow configuration of dispatcher time zone, grouping etc.

Booking Requirements:

Unscheduled items are displayed at the bottom of the schedule board in booking requirements.

Will display all unscheduled requirements for any entity that has been enabled for the universal scheduling.

Predefined view for unscheduled work orders is included as part of the Field Service Solution

Additional requirement views can be defined to provide a more customized scheduling environment.


Integrated Map:

Helps  determine best resource for job based on proximity.

Each resource is color coded for easy identification.

Routes are created and updated as resources are assigned jobs.

I hope this helps.

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Email: admin@gmritsolutions.co.uk

Microsoft Dynamics 365 Field Services Schedule Process

Hi Everyone,

Today i am going to discuss fundamentals of Field Service as this is key to understand the Field Service from Scratch..

Field service schedule work order options:

Three types:
1) Schedule Board
2) Schedule Assistant
3) Resource Scheduling Optimization.

How the Scheduling Process Works:

When the Work Order is Created. there is another record being created behind the screen is "Resource Requirement Record Defined.

So this Resource Requirement Record looks for specific information required for Scheduling from Work Order and gets who is actually get Scheduled in the system, finally the "Resource Booking" gets Created.

How the Scheduling Process Works:

Work Order Created:
Identifies the Service & Billing Accounts.

Defines the type of Work Order.

Indicates the Tasks, Products, Services, Skills, etc. needed

Includes Price List and Tax information

Preferences for service delivery can be defined

Resource Requirement Record Defined:
Pulls the Customer and requirement duration from the Work Order.

Pulls in any preferences for delivery such as time and date windows, as well as any resource preferences.

Indicates any additional relevant scheduling information such as skills, territories etc..
Created automatically when a Work Order is created.

Requirement records are used by scheduling features to locate, assign and schedule specific resources.

Resource Booking Created:
Once a resource who meets the necessary requirements is defined and scheduled a Resource Booking record is auto created.

Define who is responsible for completing the Work Order.

Contains time and status information including estimated and actual.

Travel information such as miles and duration can be populated.

Booking statuses are updated as technicians update information from the mobile application.

I hope this helps.

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Microsoft Dynamics 365 for Field Service - Connected Field Service

Hi Everyone

Today i am going to discuss about the connected field services, Communication and Integration with IoT Devices.

Connected Field Service
1. IOT Solution installed on top of Dynamics 365
2. Key benefits of Connected Field Service.

Reduce downtime with proactive alerts from connected devices
Address issues faster by remotely monitoring devices and keeping  customers in the loop.
Reduce maintenance costs by dispatching a technician with the right expertise, availability, and location to the job.

This feature was added in the December 2016 update for Microsoft Dynamics 365 and is only available for online.

Pre - Requisites:
1. Dynamics 365 for Field Service solution installed with appropriate licensing.
2. O365 Global Administrator or Dynamics 365 System Administrator credentials.
3. An active Azure subscription.

Connected Field Services Architecture:

Go to Market place and search for Connected Field Services and install the app and configure with your Azure subscriptions and with Power BI.


Once the Internet of Things(IoT) is installed on your Dynamics 365, there are connected devices:
IoT Alerts
Commands
Registered Devices
Device Categories
Registration History

How these are connected with Field Services is via Customer assets.

All the Registered Devices are present in the customer assets record.

When the new customer assets is created then in the record you need to fill in device Id  and save the record, Click on the Register device then from the Azure subscription the device id is fetched.

Thing to consider around Communication using Field Service

Most Implementations will require some type of communication
Examples of communications scenarios
1. Automated voice or SMS notifications to technicians when a they are scheduled
2. Customer notification based booking status changes
3.Travel status notifications

A variety of built in and external tools can be used to facilitate internal and external communication in Field Service.

Using third party utilities you can use like Microsoft Flow or Twilio for communication purposes.

Scenarios:
Workflow that send status updates via SMS
Workflow that would auto create resource requirement records for schedule board enabled entities.
Custom Action to define custom imput and output parameters that will be used to initiate plugin, workflows etc..
Auto creation of invoices when a Work Order is closed and posted.

Solution:
There is Twilio Solution that allows software developers with custom code makes and receive phone calls and send receive text messages using its web service APIs.

Twilio has a Dynamics 365 Solution that can be installed into an organisation (Requires a Twilio Account)

You can download from below link:
https://www.microsoft.com/en-gb/download/details.aspx?id=53586

Glympse Integration:

Provide a real-time notification to techs and customers
Notification sent through SMS or email
Uses GPS location in Field Service mobile application
Can be configured for voice messages
Available through App Source

Full example below  image illustration:

With the Glympse Solution you can update the customer with a message with regular intervals.

If you are looking for Glympse App then you can get it from App Source.

Glympse is an ideal tool which works on top of Twilio solution to achieve your needs.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk