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yapa sanjaya; abayarathne indika - dynamics 365 field service

Dynamics 365 Field Service Implementing Business Solutions for the Enterprise


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Lingua: Inglese


Pubblicazione: 12/2020
Edizione: 1st ed.


Configure and customize Microsoft Dynamics 365 Field Services to help your organization deliver onsite service to customer locations. This book will guide you in setting up and implementing Dynamics 365 Field Services to automate workflow and schedule algorithms for mobile users.

The book starts with an introduction to Field Services and setting up your Dynamics 365 subscription. Next, you will configure your application. You are shown how to allocate work, manage resources, and move inventory. You will configure both Field Services and the new Field Services Mobile app. One of the main topics covered is applying security to both Field Services and the Field Services Mobile App and how to use both flavors of the application to implement effective solutions. You will go through examples to understand and apply the concepts and features for configuration of Field Services. You also will learn best practices for configuring and customizing Field Services.

After reading this book, you will be able to develop and implement enterprise-scale solutions using Dynamics 365 Field Services.

What Will You Learn

  • Create and process Work Orders
  • Manage inventory movement in the field
  • Set up security in Field Services and Field Services Mobile App
  • Generate Work Orders with agreement
  • Utilize Microsoft Power Automate with Field Service

Who Is This Book For

Technical and functional consultants who have Dynamics 365 CE development experience


Chapter 1:  Dynamics 365 Field Services

Chapter Goal: This is the initial chapter and the objective is to lay the foundation for the rest of the book. It begins with giving a brief introduction to the Field Services and provide a step by step guideline to setup Field Services. Also, provide the guidelines for setting up the Woodford Configuration tool for Field Service Mobile app configuration. At the end of the chapter, there will be an introduction to the example scenario which will be used to explain the features.

No of pages: 20 Pages

Sub -Topics

1.      Introduction to Dynamics 365 Field Services

2.      Installing Dynamics 365 Field Services

3.      Installing Woodford Configuration

4.      Installing the mobile app on desktop and on Android Devices

5.      The example scenario.

Chapter 2:  Core Entities and Woodford Configuration

Chapter Goal: The second chapter is dedicated to describing the core entities and basics of Woodford configuration for Field Services Mobile App. The first half of this chapter will explain the core entities of Field Services App and how these entities can best be used for meeting client demands. The second half of this chapter will give quick walkthrough about Woodford Configuration. Finally, on how to apply the security in both Field Services and the Mobile App.

No of pages: 30 Pages

Sub - Topics  

1.      Core Entities of Dynamics 365 Field Services

2.      Introduction to Woodford Configuration

3.      Field Services Security

Chapter 3: Work Orders

Chapter Goal: The third chapter will explain how to create a work order and how to schedule and assign the work orders to the resources. The prerequisites for creating the work order is also explained here. This chapter will also explore the setting up of resources in the system. Finally, explain how to configure the mobile app to receive the work orders.

No of pages: 30 Pages

Sub - Topics: 

1.      Prerequisites for creating a work order

2.      Create work orders

3.      Setting up resources

4.      Scheduling work orders

5.      Using Crews to schedule work orders

6.      Configuring mobile app to receive work orders

Chapter 4: Create Work Orders Automatically

Chapter Goal: There are other ways of creating work orders and the fourth chapter will mainly discuss the most common ways: Generate work orders via Agreements, Generate work orders via external inputs using technologies like Azure Logic Apps. This chapter will also clarify how to configure the mobile interface to create work orders from the mobile app and assign to the users.

No of pages: 30 Pages

Sub - Topics:

1.      Generate work orders with Agreement

2.      Generate work orders from external inputs

3.      Create work orders from the Mobile App.

Chapter 5: Setting Up Inventory

Chapter Goal: Setting up Inventory for the application is one of the key aspects and chapter 5 will explain how to set up the inventory in the system. This chapter will describe how to setup Products, Services, Price Lists, Tax, and Discounts. The other important part of the inventory is set up the Warehouse structure and the Product Inventory for the warehouse.

No of pages: 25 Pages

Sub - Topics:

1.      Setting up Products and Services for Field Services

2.      Setting up Price Lists, Tax and Discounts

3.      Setting up the Warehouses

4.      Add Product Inventory to Warehouse with Inventory Adjustment

5.      Configuring the mobile app and view inventory on the Map

Chapter 6: Inventory Movement

Chapter Goal: Chapter 6 describes how to track the inventory movement in the field which enables the live inventory feed. This chapter will explain Inventory Transfers, Purchase Orders, RMA and RTA concepts.

No of pages: 25 Pages

Sub - Topics:

1.      Inventory Transfers

2.      Purchase Orders

3.      RMA (Return Merchandise Authorization)

4.      RTV (Return to Vendor)

5.      Using Mobile App to for Inventory Movement

Chapter 7: Execution and Completing Work Orders

Chapter Goal: The final chapter is dedicated to providing a full end to end process of completing a work order. This chapter will explain the processes after completing the work order. This chapter will discuss in detail the steps to complete the work order assigned to the resource. Microsoft Power Automate is gaining more popularity in the community and in this chapter the reader can gain an understanding of how to utilize it with Field Services.

No of pages: 30 Pages

Sub - Topics:

1.      Add products and Services

2.      Accept customer signature

3.      Capture payments from the mobile app

4.      Capture Notes and Signature

5.      Complete the work order

6.      Generate Invoice and email to the client


Sanjaya Yapa currently works as a Microsoft Dynamics CE/FS Solution Architect in Melbourne, Australia. He has more than 14 years of experience in the industry. He has been working with various Microsoft technologies since 2005 and possess a wealth of experience in software development, team leadership, product management, and consultancy. He specializes in Dynamics 365 Customer Engagement, Field Services, and Application Life Cycle Management.

Indika Abayarathne is from Melbourne, Australia and currently works as a Lead Consultant/Solution Architect. He started the Dynamics CRM journey in 2008 and performed different roles in software development and in consultancy. He blogs on development experience, technology, sharing knowledge, and his expertise via crmfortress.com.

Altre Informazioni



Condizione: Nuovo
Dimensioni: 254 x 178 mm Ø 633 gr
Formato: Brossura
Illustration Notes:XV, 314 p. 350 illus.
Pagine Arabe: 314
Pagine Romane: xv

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