Menu Close

Category: Blog

MICROSOFT DYNAMICS 365 FIELD SERVICES ACCOUNTS

uk365guy

ACCOUNTS:-

Service Accounts:-

1)Define where the Work Order will Take Place.
2)Location data used for Scheduling Assistance,and Calculating Travel Times.

Billing Accounts:-

1)Defines the Account that will be used for billing.
2) Service Account used by default.

Sub Accounts:-

1) Additional locations.

Field Services uses Geo Locations to find out the exact location of the Work.
So Geo Location should be turned on otherwise you will get error messages initially.
to configure the geo location turning on follow the steps below:
Field Services > Resource Scheduling > Administration > Enable Resource Scheduling for Entities or Schedule Parameters

Share this:

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER RELATIONSHIPS

uk365guy

WORK ORDER -RELATIONSHIPS

Work Order Types – Categorize Work
Order(Install, 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.
Products- Items that may be needed for the issue.
Services-Determines the services required to complete the work Order
Service Tasks:- Check list or Step by Step instructions.
Characteristics- Skills, Knowledge, or Certification Required.
Share this:

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER LIFE CYCLE

uk365guy

WORK ORDER LIFE CYCLE

Field Services Work Order Life Cycle have 5 steps to follow:
1.Work Order Creation.
2.Schedule.
3.Dispatch.
4.Service.
5.Review/Approval.


So in each step that there are 4 work items always updated according to the work type:
1.What Happens
2.Who Performs
3.Work Order Status.
4.Booking Status.

Finally the Review/Approval step have booking status changes to completed.

Share this:

MICROSOFT DYNAMICS 365 FIELD SERVICES WORK ORDER CREATION STEPS

uk365guy

CREATE AND MODIFY WORK ORDER TYPES

1.Click the module drop-down selector on the Navigation bar.
2.Click Field Service.
3.Click the right arrow to see Administration.
4.Click Administration.
5.Click Work Order Types.
6.Click New
7.In the Name fields type “Break Fix”.
8.Click the Incident Required field to change the value to Yes.
9.Click the Price List field.
10.Click the Lookup icon.
11.Select Default Price List.
12.Click SAVE.
Share this: