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Hi Everyone,
I'm new to Dynamics 365 and was after some advice as to how best to set up my account. I'm moving from a simple Access DB that had tables "Clients" and "Jobs". One client could have many jobs. However I do not bill these clients for the jobs, I bill the company who these clients belong to, as I am a service contractor for this company.
Since I cannot assign a work order for a contact, but I need the contacts details (such as address and job description), would the correct setup be to have:
Company I contract to (Parent Account) > Client Job (Child Account) > Client Details (Contact)
This way when a job comes in from the company I contract to, I add a new "Client Job (Child Account)" and add the client as a contact of the new "Client Job (Child Account)". The "Client Job (Child Account)" becomes the work order for Field Service.
How can I best replicate the old system I used of "one client, many jobs, in Dynamics 365 when I don't bill these clients, I only bill the company that sends me the work?
Sorry If this sounds completely backwards, I hope it makes sense.
- Hazella
Hi Aaron, which way did you choose to implement Field Service using work orders against contacts? There is also a thread in ideas experience.dynamics.com/.../ to vote for it. Unfortunately, it is still not possible to schedule work orders for contacts :(
Thanks Moko33! This is what I was looking for, i'll start playing around with it. Cheers.
I think the field service product team knows about the requirement to also use Contacts as entity to provide Field Service to. Not sure if they're already working on a solution for that.
However what I would recommend you is: create an Account for each of your Contacts.
On a Work Order in Dynamics 365 Field Service you can assign a "Service Account" and a separate "Billing Account". The Billing Account to be used on a Work Order gets extracted form the field Billing Account on a Account record automatically. That means for you that you can assign the same Billing Account to each of your Conacts-Accounts and don't need to take care when creating Work Orders in future anymore. The Service Account is the place where the service history gets tracked and the Billing Account is the place where the invoice records get generated for.
Another possibility for you could also be making the Contact Entity schedulable:
www.microsoft.com/.../scheduling-anything-in-dynamics-365-with-universal-resource-scheduling.aspx
or www.powerobjects.com/.../schedule-anything-in-3-easy-steps-with-dynamics-365
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