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Today i am going to share some important points about the Territories in Microsoft Dynamics 365 Field Service while implementing the  project.

Territories:

How to create  Territories in Field Service?

Dynamics 365 > Administration > Territories > Create new Territory:

Once the new territory is created, you can streamline the resources in the resource booking record and also while filtering the resources availability based on the territory on the Schedule Board.

An Organisation delivering services should consider below points:

1. Break large service areas into smaller ones.
2. Work Orders can be automatically assigned to a territory.
3. Limit the scheduling assistant search results
4. Apply territory filters to the schedule board.

Also Postal codes can be imported and assigned to Territories for auto population.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

As you have seen my previous blog the important points to consider before Field Service Project Implementation.

Now we are going to see the Field Service Setup and Configuration.

Let’s get started.

We all know any Microsoft Dynamics 365 Customer Engagement projects that needs a clear understanding of what are the security roles to be configured in order to use the application in more efficient way.

So inside Microsoft Dynamics 365 for Field Service the following are the points to be considered carefully:

– Field Service Security Roles
– Initial Configuration Settingd.
– Using Products and Price Lists in Field Service
– Setting up and Defining Field Service Resources.

Field Service Security Roles:

5 Security Roles are created as part of Field Service

-Field Service  —  Administrator
Field Service Administrator is the one who configure the Field Service Solution and configure all the Mobile App settings etc..

-Field Service  —  App Access
Field Service App Access is the role where general user who go out to some information about the schedules and resources in general.

-Field Service  —  Dispatcher
Field Service Dispatcher role is the one who manages the resources say contract manager to over see group of resources for a particular area.

-Field Service  —  Inventory Purchase
Field Service Inventory Purchase role is the one who manages back office inventory purchase items and adjust the Inventory in warehouses.

-Field Service  —  Resource
Field Service Resource role is the actual technician who perform the task or operations on the client site, so the resource should be having the Mobile App to see the Work Order to perform the task and update the field service operation.

There are several other Field Service Administrative settings can be defined to allow greater flexibiltiy and customization for use with Field Service.

Which includes the following:
Characteristics
Territories
Priorities
Warehouses
Postal Codes
Products
Bookable Resources
Price Lists
Time Groups
Payment Terms
Incident Types
Tax Codes
Booking Statuses
Service Task Types
Booking Rules

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

I am going to share some key fields to be noted for Microsoft Dynamics 365 for Field Service Work Order.

Work Order Type: Type of Work Order ( Inspection, Break Fix, Install etc.)
Work Order Price List: Price List is important in field service, so Price List attached to the Work Order.

Work Order Priority: Priority like ( Low, Normal, High)

Work  Location: Location where the work will be taking place.

Related to: Other records related to this Work Order
 – Parent Work Order
– Agreement
– Opportunity
– Case

Work Order Preferences: Specific time and date preferences for this work order