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Field Service-D365 Field Service

The document outlines the capabilities and processes involved in Field Service management, including work orders, resource scheduling, and inventory tracking. It highlights the importance of a mobile application for technicians, preventive maintenance scheduling, and billing functionalities. Additionally, it details the lifecycle of work orders and the methods for scheduling resources effectively.

Uploaded by

Allen Alfred
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2 views8 pages

Field Service-D365 Field Service

The document outlines the capabilities and processes involved in Field Service management, including work orders, resource scheduling, and inventory tracking. It highlights the importance of a mobile application for technicians, preventive maintenance scheduling, and billing functionalities. Additionally, it details the lifecycle of work orders and the methods for scheduling resources effectively.

Uploaded by

Allen Alfred
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Agenda

• Overview of Field Service


• Field Service Life Cycle
• Work Orders
• Resources and Resource Scheduling
• D365 Field Service Mobile
• Inventory Tracking
• Invoices
Field Service
Capabilities being offered-
• Adding Work Orders to define service work at customer locations
• Scheduling and Dispatching tools to manage resources and equipment needed.
• An easy-to-use Field Service mobile application to guide technicians and other
stakeholders.
• Asset or inventory management to track equipment and service history.
• Preventive maintenance by automatically generating reoccurring maintenance
appointments.
• Billing capabilities to generate invoices based on products and services delivered to
customers.

• Time tracking to help you track how resources are spending their time, whether they're
traveling, on break, or working.
Field Service Lifecycle
Work Orders
• The Work Order entity contains the details of the job that
needs to be completed, such as work order type, status,
duration, and priority.
• Service Agreements automatically generate recurring work
orders. A service agreement can be associated with one service
account. That means that all work orders that are generated as
part of a service agreement are associated with that service
account
• Work Order Incidents are a defined package of recommended
service tasks, products, services, and characteristics, or skills,
that makes creating a work order faster.
• Time and Resource Preferences, which specify when a work
order should be completed to meet a service agreement.
Resources
• D365 Field Service (D365 FS), resources are the
individuals, equipment, vehicles, or facilities
required to complete work orders.
• Resource Characteristics is used to add skills
and certification for specific tasks.
• Skill level proficiency can also be defined for the
resource with a rating.
• A resource can be categorized on the basis of a
specific category for easy selection.
• Work Hours allocation and specific location can
also be assigned.
Scheduling
• Scheduling in D365 Field Service is a critical
process that ensures the right resources
(technicians, equipment, vehicles) are
assigned to the right tasks (work orders) at
the right time.
• A few methods by which resources can be
booked for a work order are-
• Manually -Dispatchers manually assign work
orders using the schedule board.
• Semi – Automated - Suggests suitable
resources using the Find Availability feature.
• Automated (RSO- Resource Scheduling
Optimization)
Inventory Tracking
• Inventory Tracking in D365 Field Service is
the process of managing and monitoring
the stock of materials, parts, and supplies
used to perform field service tasks.
• Inventory Locations can be defined as
physical places such as stores, warehouses
or vehicles.
• Inventory items are defined as the
products which are used in the service
work.
• Adjustments and transfers can also be
tracked between warehouses.

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