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.