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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

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Settings Up and Defining Invoices in Field Service.

uk365guy
Hi Everyone
Today i am going to discuss how the invoices can be auto generated on the predefined schedule.
Lets get started.
The Invoices can be added to auto -generate on a predefined schedule.
When setting up agreement the product line items can be added to populate automatically when invoices are created.
The invoices can be setup as one time or on a recurring schedule.
Go back to the Agreement record as you can see now the agreement is defined booking setup defined and finally invoice setup has been defined.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk
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Microsoft Dynamics 365 for Marketing for SMB’s on Contacts based pricing

uk365guy 1 Comment
Hi Everyone,
Today i am going to discuss on the Microsoft Dynamics 365 for Marketing Module Pricing based on the Contacts usage.
Let’s get started.
Please find the information about the revised Microsoft Dynamics 365 Customer Engagement & Marketing application price.

From the above image Option 01:
For example:  if you purchase Microsoft Dynamics 365 Customer Engagement Plan with 10 Subscription Licenses then the Marketing Application is included with 2k contacts, any additional contacts you use could incur cost.
Microsoft Dynamics 365 Customer Engagement 10 Licenses: 10*86.70 = £860.70 per month(Marketing Application included with 2k contacts).
 Option 02 from Image Above:
For example: If you purchase Microsoft Dynamics 365 Customer Engagement Plan with 5 Subscription Licenses then the Marketing Application should be purchased with 10k contacts.
Microsoft Dynamics 365 Customer Engagement 5 Licenses: 5*86.70 = £433.50 per month
+
Microsoft Dynamics 36 for Marketing: Per Organisation Per Month: £565.60 (with 10k contacts included)
So total cost for Option 02: £433.50 + £565.60 = £999.10 per Month.


I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk
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What are Agreements in Microsoft Dynamics 365 Field Service

uk365guy
Hi Everyone,

Today i am going to discuss about the Agreements in Field Service.

So lets get started.

What is Agreement in Field Service:
An Agreement is a contract with the customer, what needs to be performed under what contract.

1) Agreement is a Framework for automatically generating Work Orders and Invoices.
2) Can have a recurring schedule for a period of time
 – Example: Monthly inspection for two years

3) Can be used to define multiple schedules in a single agreement

4) Ideal for items like preventative maintenance

For example : there is a requirement to landscaping the garden.

So for that there should be an Agreement.

A single Agreement can have multiple booking setups defined.

– Once a week schedule someone to go out and provide lawn care.

-Every two weeks scheduling someone to go out and provide weekly landscaping such as hedge        pruning.

– Once a month clean windows and exterior services.

Finally Invoice once a month that invoices for all service provided.

Below is the Agreement record image:

An Agreement record should have following field values in order to agree a contract with a customer.
Service Account and Billing Account
Start & End Date of Agreement
Duration of Agreement
System Status & Sub Status
Price List: what is the price for the agreement.
Service Territory: what is the territory.
Taxable

There are Booking setups and Invoice setups on the Agreement record where you can define what are the bookings and Invoice setups can be scheduled to where the work orders and bookings created in the system.

Let me show how to create an Agreement on the Field Service.
Go to Dynamics 365 > Field Service > Agreements

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

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Points to remember Fields in Microsoft Dynamics 365 Field Service – Work Order Creation.

uk365guy
Hi Everyone,

Today i am going to share few points, these points needs to be remembered.

Let’s get’s started.

In the Microsoft Dynamics 365 Field Service, when you create new Work Order the following fields needs some attention and needs to be taken into account.

Work Order Type: Type of Work Order (Inspection, Break Fix, Install etc.)

Price List: Price List attached to the Work Order

Priority: Priority Level(Low, Normal, High)

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

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

Preference: Specific time and date preferences for this work order.

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

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Microsoft Dynamics 365 Field Service Work Order Relationships

uk365guy
Hi Everyone,

Today i am going share some information about the “Work Order” Relationships.

Let’s get’s started.

Work Order Types– Categorize Work Orders(Installs, Repairs, Preventative Maintenance)

Priority – Rates the importance of the Work Order. Can be configured and increased or decreased as needed; reflected on Schedule Board.

Service Territory – Organize Work Orders and resources by geographical area.

Incident – Common issues that a customer could report

Product – Items that may be needed for the issue

Service – Determines the services required to complete the Work Order.

Service Tasks – Check list or step by step instructions

Characteristics: Skills, Knowledge or certification required.

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

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