{How to} Complete work orders based on status on Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service.

Let's get's started.

This new feature allows status driven approach to enhance flexibility in work order management.

Save time to duplicate work orders that require follow up by returning them to an unscheduled state after completing a booking.

Suppose a work order is completed and sub status of it will be "Completed", then the work order will be in inactive state, So if there is a need to follow up then the frontline workers can make the work order to unscheduled state. 

Then with the booking workflow ensures accurate work order statuses and simplifies the booking process.

It will be greater flexibility into the work order lifecycle, helping your booking data accurately reflect the work order status.

How to enable it?

1. Login into Dynamics 365 Field Service App

2. Then Resources > Booking Settings> Booking Status > Status Completes Work Order = ON

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

 

{ How to } Fill the gaps of the resource with Multi day view on Dynamics 365 Field Service Schedule Board

Hello Everyone,

Today I am going to show how to view multi day view of the particular resource so that if there are any gaps for the resource can be quickly adjust resource for any bookings in between the resource gaps.

Let's get's started.

Resource availability and utilization with an updated multiday view.

On Multiday views on the scheduled board, you will have visibility of the duration in order accurately and you can quickly determine the availability and utilization of a bookable resource.

With this change, bookings on the daily and weekly and monthly views show proportional to their duration instead of stacked.

Multiday view significantly easier to see the availability of any resource from these views.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

How to schedule single resource optimization when considering new requirements on Dynamics 365 Field Service

Hello Everyone,

Today I am going to show how to optimize single resource when a resource completes a work order earlier than expected timelines.

Let's get's started.

Dispatchers schedule work orders but sometimes disruptions happens due to delay in resource being ontime at the site or may finishes the work order below the set time, so in that situations dispatches becomes unbalanced and causes disruptions to schedules.

How do we do that?

With the introducion of the Single Resource Optimization on Dynamics 365 Field Service Schedulers can reschedule the resources to optimization.

Distruptions or exceptions during the day that affects a resource's schedule are fairly common:

1. A technician finishes a booking earlier than estimated, and now has idle time before the next booking.

2. A technician is stuck in traffic and can't make it to the next booking on time.

3. A customer cancels an appointment at the last minute, and now there's a gap in the resource's schedule.

Dispatchers need an efficient way to fix such disruptions. This include re-optimizing bookings to make sure there's no overlap, or to schedule new work to cover idle time, or to optimize travel time.

Note: Allow resource optimization to pull in additional requirements to fill gaps in the technician's schedules, create a more optimized route or address high priority requirements.

Microsoft Dynamics 365 Field Service Break down long-duration or complex requirements

Hello Everyone,

Today I am going to share new feature which Microsoft releases for Dynamics 365 Field Service Resource Scheduling so making the work items into smaller chunks.

Let's get's started.

Microsoft Dynamics 365 Field Service Resource Scheduling when working with long-duration or complex requirements, it's often necessary to specify the patterns(sometimes called the work contour) for how the work will break down into the bookings when the requirement in scheduled.

Improve the experience for breaking down requirements into requirement details.

Key Improvements are:

1. Modernize the existing specify pattern control, improving performance and stability and aligining it with the new schedule board.

2. Allow bulk operations for requirment details, including the ability to bulk edit at various timesales.

3. Enable split and move operations to easily make updates as schedules and capabilities change.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days

{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