Microsoft Dynamics Field Service and Project Service Automation

    Field Service for Dynamics 365 has a scheduled release date of Tuesday, November 29th.

    New features for the fall release of Field Service for Dynamics 365 includes but is not limited to:

    New Schedule Board UI
    The schedule board has been redesigned and has an enhanced look and feel that more closely matches Project Service Automation. The map clearly shows the scheduled route of technicians for their daily work orders and images can be added for each technician. Additionally, the schedule assistant and schedule board have been combined and recommendations for best technicians and travel time for a work order are displayed as options on the schedule board.

    Schedule more than Work Orders
    Beyond scheduling work orders, dispatchers can now also schedule project service tasks, cases, sales opportunities as well as custom entities on the schedule board. A scheduled entity can have a location associated to it and deemed on site or not and simply take up time.

    Third Party Map Services
    In the past, some users have had difficulty locating work orders or resources on the map because Bing maps did not recognize the address. The geocoding function will be opened up to allow third party map services such as Google Maps or other geographic information systems (GIS) to geocode address. However, the schedule assistant and Resource Schedule Optimization (RSO) will continue to exclusively utilize Bing Maps API.

    Integration with Outlook
    With simple out-of-the-box configurations, any booking, whether field service work order, project service task, or personal time off can be synced to a Resource’s (User’s) Outlook calendar. This is a one-way sync and edits made in Outlook are not sent back to Dynamics 365.

    Adding Sales Cycle to Agreements
    Field Service Agreements in the Fall release will relate to the CRM entities: Opportunities, Quote and Order, where previously the only sales process built into Agreements was a status field that contained “Estimate” as a status. In short, on an Order, customers will be able to create multiple agreements, each to a different service account, as line items.

    Field Service Mobile

    The Microsoft Dynamics CRM mobile app (MoCA) will be available for use with the Field Service solution with limited functionality.

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