Importance of Territories in Microsoft Dynamics 365 Field Service

Hi Everyone,

Today i am going to share some important points about the Territories in Microsoft Dynamics 365 Field Service while implementing the  project.

Territories:

How to create  Territories in Field Service?

Dynamics 365 > Administration > Territories > Create new Territory:

Once the new territory is created, you can streamline the resources in the resource booking record and also while filtering the resources availability based on the territory on the Schedule Board.

An Organisation delivering services should consider below points:

1. Break large service areas into smaller ones.
2. Work Orders can be automatically assigned to a territory.
3. Limit the scheduling assistant search results
4. Apply territory filters to the schedule board.

Also Postal codes can be imported and assigned to Territories for auto population.

I hope this helps.

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

Communication Consideration in implementing the Field Service Projects

Hi Everyone,

Today i am going share some processes scenarios in Field Service.

Lets get's started.

Processes:

- Workflow that send status updates via SMS

- Workflows that would auto create resource requirement records
   for scheduled board enabled entities.

- Custom Action to define custom input and output parameters 
   that will be used to initiate plugin, workflow etc..

- Auto creation of invoices when a Work Order is closed and   posted

Twilio  Solution:

- Allow software developers to pro grammatically make and receive phone calls and send and receive text messages using its web service APIs.

- Twilio has a Dynamics 365 Solution that can be installed into an Organisation(Require a Twilio Account)

Twilio solution that can be downloaded and installed into your Dynamics 365 organization. Have included a link into it here.  It's just a managed solution that you can download.

Download Solution:
https://www.microsoft.com/en-us/download/details.aspx?id=53586

  

The only thing to remember is it does require a Twilio account.  So we have to have an active Twilio account with an active phone number that we can use to configure inside the solution.  

Basically what it does is it has two work flows that can creates, one that is specifically for voice messages and one that is specifically for SMS messages. 

Then it adds two activities into your environment, one for voice messages and one for SMS messages.  

But if we looking to trigger notifications to customers based upon those types of situations and we really want to leverage SMS messages, this is a nice solution that we can install into environment.  

We have to make sure that we have an active Twilio subscription that  can work with, and we can start sending and receiving SMS messages directly through Dynamics 365.

I hope this helps.

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