Blog

Hello Everyone, Today I am going to show how to schedule the recommeded resource from Outlook. Let’s get’s started. Resource schedular normally have daunting time when they need to schedule a resource for emergency work order. So an assistant recommends workers and time for the job, saving dispatchers time needed to validatted matched resources. 1.…
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Hello Everyone, Today I am going to share new feature which Microsoft releases for Dynamics 365 Field Service Resource Scheduling so making the work items into smaller chunks. Let’s get’s started. Microsoft Dynamics 365 Field Service Resource Scheduling when working with long-duration or complex requirements, it’s often necessary to specify the patterns(sometimes called the work…
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Hello Everyone, Today I am going to show how to optimize single resource when a resource completes a work order earlier than expected timelines. Let’s get’s started. Dispatchers schedule work orders but sometimes disruptions happens due to delay in resource being ontime at the site or may finishes the work order below the set time,…
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Hello Everyone, Today I am going to show how to view multi day view of the particular resource so that if there are any gaps for the resource can be quickly adjust resource for any bookings in between the resource gaps. Let’s get’s started. Resource availability and utilization with an updated multiday view. On Multiday…
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Hello Everyone, Today I am going to show how to turn on the Status Completes Work Order = ON then Complete the work orders based on status on Dynamics 365 Field Service. Let’s get’s started. This new feature allows status driven approach to enhance flexibility in work order management. Save time to duplicate work orders that require…
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Hello Everyone, Today I am going to show how you can export import segments and assignment rules between environments. Let’s get’s started. With the new features: Sales Managers and an Administrator need to set up assigment rules in multiple environments like sandbox, dev, test or production. This increases the time taken to transfer rules from…
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Hello Everyone, Today I am going to show how to integrate and configure the Dynamics 365 Field Service for Outlook. Let’s get’s started. You will need Microsoft 365 global administrator role to configure Field Service add-in for your organisation. 1. Login to Microsoft 365 admin center as a global admin or exchange admin. 2. Select…
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Hello Everyone, Today I am going to show strength of the connection types on lead record in Dynamics 365 Sales. Let’s get’s started. Normally when we nurture the leads with the interactions with the contacts within their business and there is predefined visibility how is the relationship with the leads. With the introduction of the…
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Hello Everyone, Today I am going to show how to configure the work orders to access from Outlook or Microsoft Teams, where the users can customize work orders from the Outlook and Microsoft Teams. Let’s get’s started. Login into Dynamics 365 Field Service. Go to Settings > Collaborations. Microsoft Teams Collaboration and chat: 1. Turn…
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Hello Everyone, Today i am going to show how to activate Copilot across all your Dynamics 365 Apps in one particular environment. Let’s get’s started. 1. Login into your Dynamics 365 Sales Hub, in this instance i have opened my dev environment. 2. Change the settings to App Settings 3. Click on Copilot and select…
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