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MICROSOFT DYNAMICS 365 FIELD SERVICES BOOKABLE RESOURCES

uk365guy

BOOKABLE RESOURCES:

1.Users, Equipment, Accounts, Contacts, etc that are used to service work orders.






2. Characterisitics (skills and certifications) and Category Associations can be included for better scheduling.


 Review

1.Out of the box Field Service has several different items that will need to be configured.
2.Using Products and Price Lists allows for using different products pricing based on the Account, Work Order,Etc.
3.Resources are Users, Equipments, Accounts, Contacts, etc. that are used to service work orders.
4.Territories can be used to limit results in the Scheduling Assistant as well as filter the results in the Schedule Board.

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MICROSOFT DYNAMICS 365 FIELD SERVICES PRODUCTS AND SERVICES

uk365guy

PRODUCTS AND SERVICES

1. Anything the Company Sells
2.Maybe added Manually to a work order
3.Can be added automatically to a work order from and incident
4.May be marked as “used ” billed to a client or left as “estimated” on a work order.

PRODUCTS AND SERVICES CATEGORIES:

1.Inventory : Products sold and deducted from inventory.
2.Non-Inventory: Products sold but not tracked in inventory 
3.Services: Sold on time and materials Basis
 a) List Price and costs are hourly rates.

4.Duration of Services:
a)Manually Entered on Mobile by Field Agent
b)Dervied from elapsed time between Work order Schedule Statuses.

PRICE LISTS:

1.Define different Pricing Levels
2.Specify how much a customer is charged for products and services
3.Are noted on the Account,Work Order, Agreement, or Individual or Service.


PRICING FEATURES:

1.Minimum Charge Amount
a) Sets the Minimum amount for the visit.Value is added on to final price regardless of the Amount charged.
2.Minimum Charge Duration
a) Can make the first X amount of time Free.
3.Flat Fee Option.


ADDITIONAL INFORMATION:

1.The Work Order Price List is used if a Product has a different default price list than the work order.
2.The Price of the Product will come from the List Price on the Product if an Item is not on the Work Order Price List.
3.Add Products and Services to Price Lists.
4.Add Products and Services to Incidents when adding Products and Services to Work Orders.

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MICROSOFT DYNAMICS 365 FOR FIELD SERVICE DEMO DATA

uk365guy

Install Dynamics 365 for Field Service Demo Data Steps:

1.Click the Address bar



2. Type https://www.microsoft.com/en-us/download/details.aspx?id=55320


3. Press the Enter key.
4. Click the Download button.
5.Click the save drop-down arrow.
6. Click Save as.
7.Click Save to save the FieldServiceDemoData_v6_1_0_2 file to the desktop.
8. Click Open folder.


9.Double Click the FieldServiceDemoData_v6_1_0_2  file
10.Click Run.
11.Click Yes to accept the license agreement.
12.Click Browse .. to choose a location extract the data.


13.Select Desktop.
14.Click Ok.
15.Click OK.
16.Right click the FieldServiceDemoData.
17.Click 7-zip
18.Select Extract to “FieldServiceDemoData”.
19.Double-Click FieldServiceDemoData.
20.Double-Click FS_PkgFolder in the extracted FieldServiceDemoData Folder.
21.Right-Click the DemoDataConfig file.


22.Click Edit.
23.Click the NewName Value.
24.Type a user in your Dynamics 365 Deployment.
25.Click Save to save the DemoDataConfig file.
26.Click Close.
27.Click FieldServiceDemoData.
28.Scroll down to see PackageDeployer


29.Right-click the PackageDeployer application in the FieldServiceDemoData folder.
30.Click Run as Administrator.
31.Click Yes on the User Access Control message.
32.On the welcome screen, click continue.#


33.Select Office 365 for Deployment Type.
34.Select the Display list of available Organisations check box.
35.Select the show advanced check box.
36.Click the Online Region drop-down .
37.Select the Online Region to your Region , for example: North America.


38.Click  the User Name field.
39.Type your user name.
40.Click the password field.
41.Type your password.
42.Click Login.
43.Select Dev-gmritsolutions.
44.Click Login.
45.On the Welcome to the Field Service Demo Data Setup Tool screen, click Next.


46.On the Ready to install screen , click next.
47.Click Next.


48.Click Next.
49.Click Finish to complete the Field Service Sample Data installation. 



I hope this helps..

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MICROSOFT DYNAMICS 365 FOR FIELD SERVICES TRIAL SOLUTION STEPS

uk365guy

Install Dynamics 365 for Field Service Trial Solution High Level Steps

1. In the Dynamics 365 Organisation, click the module drop-down selector
2. Click settings
3. Click Dynamics Marketplace
4. Click the search field
5.Type “Field Service”.
6. Select Dynamics 365 Field Service
7. Click Free trial.
8. Click Continue to agree with the terms and conditions.
9. Scroll down to see the Add the application to Dynamics 365 section.
10. In the Organisation to field, ensure your organisation is selected to install Field Service in.
11.Select the Agree to Microsoft’s Legal Terms and Privacy Statement check box
12. Select the Agree to Privacy Statement and Legal Terms for importing solutions into Dynamics 365 check box.
13. Click Agree.

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MICROSOFT DYNAMICS 365 FIELD SERVICES SETUP AND CONFIGURATION

uk365guy

SETUP AND CONFIGURATION:

> Field Service Security Roles
> Initial Configuration Settings
> 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 –App Access
>> Field Service –Dispatcher
>> Field Service –Inventory Purchase
>> Field Service — Resource

Field Service Administration:

Several administrative settings can be defined to allow greater flexibility and customization for use with Field Service

>> This colud Include:
>>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

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