Today i am going to share important points to be considered before implementing the Microsoft Dynamics 365 for Field Service Project.
Let’s get started.
Planning for Field Service:
Work Order Generation —> Schedule & Dispatch —> Service Delivery —> Review & Bill
Work Order creation:
How and what information is entered based on the incoming call, email, portal or service agreement?
How does creator mark Work Order as ready to be scheduled.
Schedule and Dispatch:
How will dispatchers interact with Schedule Board, Schedule Assistant?
Perform Work On Site:
Field agents conduct work on site with mobile application. What pre-existing information does field technician need to access and what information he is entering.?
Review & Bill:
Back office reviews and approves completed work. How is follow up work dealt with? How are billing and inventory adjustments carried out?
I hope this helps.
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