Microsoft Dynamics 365 Field Services Schedule Process

Hi Everyone,

Today i am going to discuss fundamentals of Field Service as this is key to understand the Field Service from Scratch..

Field service schedule work order options:

Three types:
1) Schedule Board
2) Schedule Assistant
3) Resource Scheduling Optimization.

How the Scheduling Process Works:

When the Work Order is Created. there is another record being created behind the screen is “Resource Requirement Record Defined.

So this Resource Requirement Record looks for specific information required for Scheduling from Work Order and gets who is actually get Scheduled in the system, finally the “Resource Booking” gets Created.

How the Scheduling Process Works:

Work Order Created:
Identifies the Service & Billing Accounts.

Defines the type of Work Order.

Indicates the Tasks, Products, Services, Skills, etc. needed

Includes Price List and Tax information

Preferences for service delivery can be defined

Resource Requirement Record Defined:
Pulls the Customer and requirement duration from the Work Order.

Pulls in any preferences for delivery such as time and date windows, as well as any resource preferences.

Indicates any additional relevant scheduling information such as skills, territories etc..
Created automatically when a Work Order is created.

Requirement records are used by scheduling features to locate, assign and schedule specific resources.

Resource Booking Created:
Once a resource who meets the necessary requirements is defined and scheduled a Resource Booking record is auto created.

Define who is responsible for completing the Work Order.

Contains time and status information including estimated and actual.

Travel information such as miles and duration can be populated.

Booking statuses are updated as technicians update information from the mobile application.

I hope this helps.