Plugins vs. Workflows
Must read here:
Must read here:
Inspired by this blog article from Karuna Karan I activated the new auto numbering for field service in a new trial organisation.
This is done by going to Field Service Settings and than click a ribbon button “Opt-In to Auto-Numbering”:
You than are than getting this warning dialog from Microsoft:
Opt-In to Auto-Numbering
By proceeding you will be opting-in to an improved implementation of Auto-Numbering utilized by several Field Service entities.
After you confirm this warning to proceed, the former button turns into this one:
When using that new ribbon button a dialog opens:
and you can choose there between those entities for which you could already decide about auto number format before:
Yes, an easy way to exactly archive what Microsoft mentions in the confirmation dialog:
So thank you Microsoft for that.
So you’re asking yourself a bit why for Field Service OOB auto numbers there seem to be only some “minor” enhancements whereas the overall auto numbering has made such huge progress.
Create Artificial Intelligence solutions without developer know how.
Introducing AI Builder for Power Platform (by Charles Lamanna)
Capabilities & use cases:
Find and use pictures also for commercial use and without the need to mention the source:
If you’re going to enable another (custom or OOB) entity for scheduling there is a great blog series from Sara Lagerquist (see links below) which has some good tips. Based on these tips I’m listing up some of the most valuable insights when it comes to extend URS functionality when you Enable Resource Scheduling for Entities.
Sources & more information:
In the new Unified Interface your surely stumbled already over this new Subgrid layout called “List View”:
This layout will change to the “old” Grid View as soon as you allow the section to have more horizontal space. This can be done by formatting the Form (or simply make your browser window wider).
This mechanism is called “Reflow”.
But did you know that you can also determine whether you want to display the Subgrid List View or the “old” Grid View by deactivating Reflow for a certain Subgrid?
Just open the parent Form in edit mode, double click on the Subgrid => Controls =>Add Control… => choose the “Read Only Grid”.
Than you can edit the property “Reflow behavior” to fix the Grid layout to the one or the other View type.
Another very nice feature is that you can customize the content displayed in the “List View” by creating a Card Form and referencing it in the Control properties (see above).
You would than be able to get something like this:
For that, create a new Form of the Type “Card” and adjust it as to your needs:
Up to now I couldn’t find out how to get the “Color Strip” working.
I tried this without success.
There is an Idea out there that indicates that it doesn’t work (yet?).
So if you know more please let me know.
You can also add more than three columns into the Card’s body and additional fields into the Header and the Footer of the Card Form.
To control whether the footer is expanded by default or not go to System Settings => “General” => “Set the default card state for Interactive Dashboards” => “Display cards in expanded state”. Sadly this setting can be done only once system wide.
But still, I’m really exited by the great capability to customize the List View.
Sources & more information:
The main process for Field Service spans the following entities, more or less also in this order:
There are over a hundred other entities around that involved in the core Field Service processes which provide additional functionality.
Also there are plenty of Add Ons available that can extend the core Field Service functionality, like:
13:43 Min. From MS Business Applications Summit 2019.
1:00:27 Min. From Microsoft Business Applications Summit 2019.
Technical entity name: equipment
Microsoft reference here.
Originally coming from Service module.
If you’re opening the form from Unified Interface you’ll see the lookup field Organizational Unit on the form.
But if you’re opening it from the former UI you’ll get another lookup field Site instead:
So is Organizational Unit the “newer” replacement for Site (at least when it comes to Field Service?
If you are creating a Bookable Resource with Resource Type Equipment than the Organizational Unit gets automatically populated from Facility/Equipment.’Organizational Unit’ into ‘Bookable Resource’.’Organizational Unit’.
There is a Work Hours ribbon button in Unified Interface:
In Dynamics 365 Field Service you are able to create these types of Resources:
Also see here for further details on how to set up a Crew.
After I have created a copy of an existing form I faced issues that some of the scripting provided by Microsoft didn’t work anymore. As long as I don’t get further insights into this I would recommend to be careful when taking this road. Better maybe to customize the existing form instead of creating a copy of it for customizations. This, by the way, is also a way that has proved to be more stable when it comes to upgrading your org with latest MS solution versions. We faced lots of scripting errors on forms that we previously have copied. It turned out that MS replaced the JS libraries for the original forms but not for your form copies during the last larger upgrade cycle.
If your customer is asking you which possibilities with Dynamics 365 Field Service you have to book several Resources for one Work Order, you will have plenty of them in mind.
So lets further specify the requirements:
Which possibilities come to your mind?
Let’s directly jump into trying that out!
So I want to create a Crew out of 3 Resources: one User, one Contact and one Equipment.
5. in your Resource of Resource Type “Crew” go to “Related”=>Resource’s Children
6. click on “+ New Bookable Resource Group”
7. for the field Child Resource choose the first crew member and also fill in the Name field
8. for From Date and To Date choose the timeframe in which you want this Resource to be member of the crew
9. hit Save&Close and repeat step 6 to 9 for all your 3 crew members
10. now open your Schedule Board. You should see this:
11. you might want to do a right click on your Crew resource and chose “View Crew Resources in Split View
this provides you with an even better perspective:
12. now lets drag and drop one of the Resource Requirements from your Open Requirements list onto the Crew Resource
After the system has finished its job (might take a couple of seconds) you will see this:
If I now move the main tile representing the Booking of the Crew by drag and drop, all Bookings for all the crew members get postponed automatically as well.
After we have taken a look into Resource Crews let’s now explore what Dynamics 365 Customer Engagement can offer with Requirement Groups.
2. create a Requirement Group Template. Go to Field Service=>Resources=>Requirement Group Templates=>”+ New”
a) provide a Name, save
b) click into the first row from the subgrid and click “+ Requirement“
c) now add three requirements for getting back proposals for a team of three people and add corresponding skills
d) at the Truck Resource click on Open Form to determine which Resource Type (Equipment in this case) you are expecting
A bit confusing is, that as soon as you open a Requirement Group Template form, the menu on the left jumps back as if you would have opened a Requirement Group instead of a Requirement Group Template. [improve@MS]
Reason: technically Requirement Group and Requirement Group Template are the same entity msdyn_requirementgroup where only the records are differentiated by a flag called “Is Template”.
The title of the new-form “New Template: …” gives you the indicator that you’re creating a new template. But if you’re going to edit an existing Requirement Group Template you feel like editing a Requirement Group instead. I would therefore recommend to make the flag “Is Template” visible but read-only on the form.
If you pay close attention you recognize another difference: the lookup field Requirement Group Template is only visible on the Requirement Group form:
That brings us to the interoperability of the two:
if you create a new Requirement Group the above mentioned field gets unlocked so you can choose a Requirement Group Template to start from.
If done with editing the requirements you can click the Book button directly from the Requirement Group ribbon:
This will open the Schedule Assistant with a list of appropriate Resource combinations. In our example the three Resources we have configured in step 1:
On the result list you than can
If you’re not getting any results you should
If you now open the Schedule Board you could find something like this (too many Resources to have an easy overview):
Hovering over the booking panel (screenshot above) tells you that you have a Grouped Booking. So maybe you want to do a right click at the booking and choose Split View:
Shows you all bookings from this group (only those Resources which are on the same page of results, so you might want to increase the number of Resources per Page in Schedule Board tab settings and/or adjust your Resource filter to see all group members).
If you now drag and drop one of the bookings to a different starting time, all other bookings of this group will be shifted automatically too. Cool! That is what our customer wants!
However compared to the same procedure with a Resource Crew you don’t see the shifting immediately happening on the board, instead you need to hit the refresh-button at the top of the Schedule Board tab once to see your bookings being shifted [improve@MS].
Let’s assume you have this setup of a Requirement Group Template:
Because in the Schedule Assistant default value for Sort result by is always Fewest Resources First, you should maybe keep time between Search Start and Search End rather small.
Because only than you are able to see all possible combinations on one screen.
This could especially be helpful if you prefer to send 3 Juniors instead of 2 Seniors to a job.
Non-matching members of a Crew that are going to be occupied as well by booking a Requirement Group are shown in Schedule Assistant in a separate grouping titled “Non matching”:
This provides a great overview of those capacity laying idle when scheduling the proposed booking.