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Hi Guys,
I work for a not for profit organization, where we already use Dynamics for other areas, but we would now like to manage our volunteers on dynamics too. What app would be the best one to use to with minimal customization. We would like to store our volunteer information and schedule their visits as to when they need to see their clients. We need to store some information about the clients too as some are home based and some may be care home based.
Many Thanks in advance
Hi Rasi,
I agree with Andrew that the Dynamics 365 Field Service business application helps organizations deliver field service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to enable mobile workers to succeed when they are in the field with customers to resolve issues.
This usage scenario seems to be a good fit.
Check this: learn.microsoft.com/.../overview
Hi Rasi,
Here's what I would do, use D365 Field Service and define the volunteers as Bookable Resources.
learn.microsoft.com/.../set-up-bookable-resources
This will then allow you to use the Resource Scheduler within Field Service to perform manual or automated scheduling.
learn.microsoft.com/.../scheduling-capabilities
I've had some experience in home-based care scenarios, and what you would likely want to do is to create a care plan for a client, the care plans would then generate routine visits, a scheduler (person assigned to managed schedules) would then schedule based on availability/client preferences/location, and volunteers updated with their roster/iterinary.
Once you have scheduling configured, you could then build upon with enabling access to your volunteers to the Field Service Mobile App. This then provides further capabilities, to enable your volunteers to pull up important information about the client, use checklists, and sign off on work.
Regards,
Andrew
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André Arnaud de Cal...
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