Microsoft Dynamics 365 for Field Service – Setup and Configuration

Field Service Setup & Configuration relies on the below aspects.F

• 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

Below 5 security roles are created as part of Field Service. Additionally custom security roles can be created and configured accordingly.

• Field Service – Administrator : Who administrates all the Field Service configuration.
• Field Service – App Access: Who controls the Field Service app access.
• Field Service – Dispatcher: Who is responsible for dispatching the products/ work orders/ resources.
• Field Service – Inventory Purchase: Who handles the purchases of inventory.
• Field Service – Resource: The Bookable resources.

Configuration Settings (Field Service Administration)

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

This could include:

1. Characteristics.
2. Territories.
3. Warehouses.
4. Priorities.
5. Postal Codes.
6. Products.
7. Bookable Resources.
8. Price Lists.
9. Time Groups.
10. Payment Terms.
11. Incident Types.
12. Tax Codes.
13. Booking Statuses.
14. Service Task Types.
15. Booking Rules.
16.  

Most part of the Field Service configuration will be done in the Administration settings and most commonly in the Field Service settings where a general Work Order can be configured.

Territories are the regions where a particular Resource will be working or assigned to and the Work Orders can be associated with a Territorial region as to configure and assign a Resource accordingly.

Postal Codes are associated with Territories and this becomes lot more efficient while configuring the Territories and the Work Orders.

Characteristics define. the skill set of the Resources some of them like CRM, C#, Management, Business Analyst, etc.

Products and Services

Products & Services play a key role in any type of Field Service implementation and when we talk about Products & Services it is anything as below.

• Whatever you sell.
• In Field Service, maybe added manually to a Work Order.
• Can be added automatically to a Work Order from an Incident.
• May be marked as “used” billed to a client or left as “estimated” on a Work Order.

Products and Services Categories:

Inventory – Products sold and deducted from inventory.

Non-Inventory – Products sold but not tracked in inventory.

Services – Sold on time and material basis.

                List Price and costs are hourly rates.

Duration of Service:

• Manually entered on Mobile by Field Agent.
• Derived from elapsed time between Work Order Schedule Statuses.

Also read previous posts of Dynamix Academy about Microsoft Dynamics 365 below:

• Introduction to Microsoft Dynamics 365 for Field Service: http://www.dynamixacademy.com/microsoft-dynamics-365-for-field-service-introduction/
• Microsoft Dynamics 365 Introduction: http://www.dynamixacademy.com/dynamics-365-introduction/
• Microsoft Dynamics 365 9.0 Security Structure: https://www.dynamixacademy.com/microsoft-dynamics-365-security-structure

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