Dynamics 365 Field Service now offers support for scenarios around the servitization business model, rental equipment, and work order management for manufacturers with this feature. You can now create work orders for assets, even if the asset and work order have different accounts.
We recently published documentation for Connected Field Service that tells you everything you need to know to use custom IoT providers in Dynamics 365 Field Service. The article is geared toward developers who want to know what capabilities are supported in our IoT extensible framework, and how to make it all happen.
I was recently chatting with a dispatcher who expressed that they would like to block time off on the schedule board for resources without needing to interact with the working hours. I am switching gears on this post putting on my implementor hat.
In global CRM implementations, there is a fine line between changes that must be global versus changes that can be managed locally without affecting the entire organization. There are unique requirements for local implementations, and autonomy is essential to enable local branches to swiftly adapt to their unique requirements without jeopardizing the global implementation.
Depending on your organization, you might create bookings and want them to immediately appear on your field technicians’ mobile devices. But what if you want to plan the whole day and have new bookings appear for technicians as you see fit? The field service industry often refers to this differentiation as “scheduled versus dispatched.
The schedule board is the primary work space for dispatchers, and every pixel of real estate is essential for maximum productivity. Depending on your monitor, opening the schedule board may initially only let you see a handful of resources and a few unscheduled requirements, and that’s before expanding the filter panel or the details panel!
There are advanced settings in the filter control that allow you to change the behavior of the Schedule Assistant. Options include: Real Time Mode Allow Overlapping (Ignore Proposed Bookings) (Multiday) Ignore Travel Time Ignore Duration By default, these are all deselected, except for Ignore Proposed Bookings, which is selected by default.
