Dynamics 365 Field Service

Configure and customize Microsoft Dynamics 365 Field Services to help your organization deliver onsite service to customer locations. This book will guide you in setting up and implementing Dynamics 365 Field Services to automate workflow and schedule algorithms for mobile users. The book starts with an introduction to Field Services and setting up your Dynamics 365 subscription. Next, you will configure your application. You are shown how to allocate work, manage resources, and move inventory. You will configure both Field Services and the new Field Services Mobile app. One of the main topics covered is applying security to both Field Services and the Field Services Mobile App and how to use both flavors of the application to implement effective solutions. You will go through examples to understand and apply the concepts and features for configuration of Field Services. You also will learn best practices for configuring and customizing Field Services.

After reading this book, you will be able to develop and implement enterprise-scale solutions using Dynamics 365 Field Services.

What Will You Learn

• Create and process Work Orders
• Manage inventory movement in the field
• Set up security in Field Services and Field Services Mobile App
• Generate Work Orders with agreement

• Utilize Microsoft Power Automate with Field Service

  Who Is This Book For

  Technical and functional consultants who have Dynamics 365 CE development experience

  Discusses best practices for features in Field Services Consists of case studies and examples for configuring and customizing Field Services Covers external inputs using technologies such as Azure Logic Apps

  Autorentext

  Sanjaya Yapa currently works as a Microsoft Dynamics CE/FS Solution Architect in Melbourne, Australia. He has more than 14 years of experience in the industry. He has been working with various Microsoft technologies since 2005 and possess a wealth of experience in software development, team leadership, product management, and consultancy. He specializes in Dynamics 365 Customer Engagement, Field Services, and Application Life Cycle Management.
  Indika Abayarathne is from Melbourne, Australia and currently works as a Lead Consultant/Solution Architect. He started the Dynamics CRM journey in 2008 and performed different roles in software development and in consultancy. He blogs on development experience, technology, sharing knowledge, and his expertise via crmfortress.com.

  Inhalt

Chapter 1: Introduction to Field Services.- Chapter 2: Core Entities and Configuring the Mobile App.- Chapter 3: Work Orders and Scheduling.- Chapter 4: Agreements.- Chapter 5: Setting Up Inventory.- Chapter 6: Inventory Movement.- Chapter 7: Processing Work Orders.