Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.
Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders.
Dynamics 365 2020 Wave 1 includes a major makeover for the schedule board. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show how the new board loads faster, is more accessible for people with visual challenges, and makes users more productive.
Dynamics 365 2020 Wave 1 introduces a more modern work hour calendar that makes it much easier to quickly update your employees work hours for field service. In today’s video, Business Applications MVP’s Shawn Tabor and Scott Lefante demonstrate how to update work hours in the new work hour calendar.
Disclaimer for Ben Vollmer: We love field service. If it was food, we would eat it at every meal. That out of the way, sometimes you find yourself with solutions in your environment that you don’t need. Maybe you set up a trial of Dynamics 365 and you accidentally chose the “I want it all” […]
We interrupt the chart week fortnight by Ulrik “CRM Chart Guy” Carlsson to bring you the all important message from “Hey, look, kids: Big” Ben Vollmer. Installing and configuring Connected Field Service for Dynamics 365 can seem confusing to some customers and partners. With the “hard” work done in Azure, it takes some getting used […]
Today’s tip is from Scott LeFante. Scott is the co-host of the “At Your Service” podcast, heard on the CRM Audio podcast network. When working with Work Orders and their corresponding data, such as Service Tasks, be careful about removing or hiding fields from forms. Field Service functionality includes many out of the box plug-ins […]