Monday, 11 September 2017

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.

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