{Do you know} what is the significance of Not to exceed on Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to enable NOT TO EXCEED and its use on Dynamics 365 Field Service.

Let's get's started.

What is NOT TO EXCEED and what is the use of it on Dynamics 365 Field Service?

The main purpose of it is setting financial expectations with customers and vendors is critical for managing the organisation's bottom line and maintaining successful relationship.

It's capability helps service providers stay within the preapproved price and cost for work orders.

There are different types of NTE's:

1. Price

2. Cost

3. Price and cost margin.

How to enable NTE on Dynamics 365 Field Service?

1. Login into Dynamics 365 Field Service.

2. Change to settings.

3. Field Service Settings > Enable "Not-to-Exceed".

Note: Not to Exceed functionality and fields will not appear on work orders until either "Calculate Cost" or "Calculate Price" are enabled in Work Order/Booking" Settings.

Settings will be updated upton Save.

Note: Service Managers and frontline workers can optionally receive a warning when the Not-to-Exceed value near the limit or exceeds by notfying the users and they need to act.

Who can configure the NTE?

1. Security roles: 

A. Field Service - Administrators

B. Other Field Service roles: Read and use permissions for NTE records.

2. Enable cost calculation or price calculations, depending on NTE type you plan to use.

For more information visit here

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Scheduling recommendations in the Outlook add-in for Dynamics 365 Field Service Resource Scheduling

Hello Everyone,

Today I am going to show how to schedule the recommeded resource from Outlook.

Let's get's started.

Resource schedular normally have daunting time when they need to schedule a resource for

emergency work order.

So an assistant recommends workers and time for the job, saving dispatchers time needed to validatted matched resources.

1. Frontline managers and dispatchers can get recommendations to choose technicians or frontline workers to schedule work orders based on attributes like availability, skills, or expertise.

2. The scheduling assistant based on the resource scheduling solution is now available in the Outlook add-in.

3. Which is part of Field Service Integartions for Microsoft 365 applications. The feature helps dispatchers schedule, reschedule, or move a booking for a work order. Scheduling suggestions are based on resource availability, skills, customer promised time windows, customer location proximity and business unit.

That's it for today.

I hope this helps

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Set up Dynamics 365 Field Service for Outlook add-in with Microsoft 365

Hello Everyone,

Today I am going to show how to integrate and configure the Dynamics 365 Field Service for Outlook.

Let's get's started.

You will need Microsoft 365 global administrator role to configure Field Service add-in for your organisation.

1. Login to Microsoft 365 admin center as a global admin or exchange admin.

2. Select the settings > Integrated apps, and then select Get apps.

3. Choose for entire organisation or selected users or group, and deployment method - fixed default, available, optional.

4. Save and the deployment will be successful.

It may take upto 12 hrs to appear the add -in,

Relaunch the Microsoft 365 app to see the add -in on the admin center.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Customize work order views for Teams and Outlook for Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams.

Let's get's started.

Login into Dynamics 365 Field Service.

Go to Settings > Collaborations.

Microsoft Teams Collaboration and chat:

1. Turn on the linking of Dynamics 365 records to Microsoft Teams channels

2. Turn on Enhanced Microsoft Teams Integration

3. Turn on Confidential Labels.

Turn on Microsoft Teams chats inside Dynamics 365

1. Turn on for all Dynamics 365 Apps

You want to turn on for only specific selected Dynamics 365 apps 

1. Turn on for selected Dynamics 365 apps

Then switch to the Settings and Field Service Settings.

Enable Copilot for  work order, Copilot in Microsoft Outlook: This feature will suggest the users when using the work oders on Outlook or Microsoft Teams.

Add the Dynamics 365 Field Service for Outlook add -in to your outlook.

Details:

Field Service customers typically modify the work order form by adding, removing, rearranging form fields based on their needs.

Field Service Admins can now create or customize a view in the Power Apps Maker experience, and sync the view with the Field Service Outlook add-in and Teams app. The view then automatically renders the user interface in the outlook add -in and Teams app to construct the customized work order form.

Copilot follows the data schema of the view and helps populate the work order form according to the email context and customized work order table.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{Do you know} Strength of Connection types on Dynamics 365 Sales

Hello Everyone,

Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales.

Let's get's started.

Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads.

With the introduction of the Who knows Whom and hierarchy of graph view, you can see  how is the strength of the connection types.

Connection Types:

1. Strong

2. Fair

3. Weak.

With the visibility of the strengths of the connections types, the sales team focus on the weak and fair connections to strengthen the interaction with the contacts.

So there will be more chance of the requirement of the customer and convert the Lead to Opportunity.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

{How to} Activte Copilot across all Dynamics 365 Apps on particular environment

Hello Everyone,

Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment.

Let's get's started.

1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment.

2. Change the settings to App Settings

3. Click on Copilot and select enable copilot for All Dynamics 365 Sales Apps.

4. Open the Dynamics 365 Sales Hub and open any lead or opportunity and see the Copilot will appear and you can start using against lead or opportunity.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{How to} Check Summary of an Opportunity using Copilot on Dynamics 365 Sales

Hello Everyone,

Today I am going to show how to get summary of an opportunity using Copilot on Dynamics 365 Sales.

Let's get's started.

Dynamics 365 Sales - Sales team work on multiple opportunity and dynamically, as information is scattered across the system. 

Getting the information out of the mulitple opportunities will be time consuming and tidious task, also in terms of big deals multiple people work on opportunity concurrently so staying upto date will be very challenging.

AI generated opportunity summaries provide a quick and comprehensive summary of key customer data, including buying behavior, preferences and past purchases.

By leveraging this information, sellers can gain valuable insights into customer needs, allowing them to tailor sales pitches and increase their chances of success.

Copilot advantages:

1. You can view AI generated summary of an opportunity in a reader friendly format. Summary includes overview of the status and progress of a potential sale or deal.

2. It provides a snapshot of where the opportunity stands in the sales process and how likely opportunity can be closed successfully.

3. You can view highlighted changes, which indicates the changes since last login and its degree of importance, helping you to pay attention to the most recent changes.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days