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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Field Services for &qu...
Service | Customer Service, Contact Center, Fie...
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Field Services for "Fleet Management"?

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Posted on by HugoAndresMR 95 User Group Leader

Dear Field Services community! hello!

Maybe this a rather basic question, but I appreciate any hint or suggestion. Currently, I am prospecting a customer, that has a truck fleet and needs to coordinate the different trips from the drivers/trucks.

Should this be a sweet spot for Dynamics Field Services?

Thanks a lot! Hugo.

  • Verified answer
    Gabriel Dias Junckes Profile Picture
    Gabriel Dias Junckes 2,428 on at

    Hi Hugo.

    I have done it not long ago. I will add some notes 

    • Work Order for each delivery;
    • Work Order Service would give the items included in the invoice;
    • Resources for Trucks and Drivers, Use Requirement Group if you want to schedule both together
    • Field Service Calculated the travel time and mileage
    • The mobile phone will give you offline capability, real-time tracking and let the customer sign on the glass. 
    • Field Service does not calculate the Truck capacity, how much you can load for each trip.
    • In addition, we use the agreements to auto-create the work order for the trucks preventive maintenance. 

    Regards,

    Gabriel.

  • HugoAndresMR Profile Picture
    HugoAndresMR 95 User Group Leader on at

    Thanks Gabriel!!!! Great tips! Thanks a lot for sharing your experience.

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