All posts by ManuelGR

Microsoft Dynamics 365 Customer Engagement Consultant Speciality: Field Service

Functional Location examined

  • to model out the location structure of a larger site
  • i.e. Building, Floor and Room on different levels
  • can also be used when not having a fixed location or location is frequently changing
  • Assets and Locations can easily be moved or reparented (drag n drop) if their location changes
  • Locations can be manually ordered by drag n drop
  • can be Physical or Functional location
  • available on mobile where technicians can add locations and assets
  • Address in Work Order gets updated according to the Functional Location Address, or if this is empty, the system searches across all Parents Location’s addresses (on more than one level!), and takes these if found
  • In Work Order form when first picking a Primary Incident Customer Asset, then the Functional Location gets auto-populated
  • After creating a Work Order, the Primary WO Incident will also be related to the Functional Location chosen in the WO
  • Creating a second WO Incident does NOT automatically relate the WO’s Functional Location to this 2nd WO Incident. Instead it can be manually set i.e. to another Functional Location (or create field mapping if you want it to be the same.)

Data Model of Functional Location

  • possibility to add individual address which automatically gets geo coded
  • 1:n Subgrids:
    • Customer Assets
    • Work Orders
    • Cases
    • Work Order Incidents
    • Agreement Booking Incidents
  • native N:N relationship to Account

So if a User would want to track Work Order Products, WO Services, WO Service Tasks on it, the Functional Location is NOT the best table to use. This brings us to the decision that a HVAC Unit and its components like Compressor, Fan, Thermostat… are better represented as Customer Asset than as Functional Locations (see screen above and note the different symbols for Location versus Asset).

Why N:N relationship to Account?

Imagine you have a big campus and you have different Service Accounts responsible for managing Work Orders of different typesbe .

Or a big construction site with different subcontractors working on the same Functional Locations and Assets.

=> This helps to be flexible enough to have those Locations used be more than one Service Account.

To keep in mind with hierarchies and lookup prefilters here

Functional Location lookup field on Work Order

When creating a Work Order the Functional Locations are prefiltered to those of the Service Account.

Note: Creating a new Asset from the hierarchical tree view f the Account form automatically adds the Account to the created Asset.
However creating a new Functional Location from the hierarchical tree view does ONLY automatically ad the Account to the created Location if that is on the highest level directly under the Account.

When adding a Functional Location to a Work Order after the Service Account has been filled in, only those Locations are suggested by the OOB Lookup View that have the Service Account directly related or related to one of the parent Locations (also over more than one hierarchy level).
However if you’re either removing the Parent Location on the Location form or if you remove the Service Account from the N:N subgrid of the highest level Location, then your Locations won’t be found by the Functional Location Lookup view on the Work Order or Case form anymore. You would need to click Change View and then guess which Location was the one you needed.

I personally think it would be more convenient if Microsoft would automatically add the Account to all levels of Functional Location when created from Account form, as it does for the Customer Asset [improve@microsoft]. A user could still delete the Account from the N:N subgrid if not needed.

Until than it could be solved by a custom cloud flow.

Primary Incident Customer Asset lookup field on Work Order

When creating a Work Order the Primary Incident Customer Asset lookup is prefiltered by the Functional Location chosen before, but only for the Assets that are directly related to the Functional Location via ‘Customer Asset’.’Functional Location’ lookup, not for the Child Assets of such an Asset. Why? The child assets do not automatically inherit the Functional Location of the Parent Asset.

With such a setup

With the hierarchy above you wouldn’t find any Asset when chosing Basement and you would still not find Monitor 1 when chosing Room 005. However you can click Change View and remove this flag and then be able to get a list of all Assets of the Service Account:

Depending on your use cases you could surely also solve this by a custom process (Workflow/Flow) that updates the Child Asset’s Location to the Parent Asset’s Location each time there’s a change in the Asset hierarchy.

Customer Asset Form

In a Microsoft Video there is a Customer Asset Form visible in a browser that contains the new Functional Location/Asset-Hierarchy-View:

I wasn’t able to find this form in my latest OOB installation until I found out that I need the Security Role Field Service – Resource to be able to see the form Customer Asset – Mobile (below screenshot). Being “just” System Admin is not enough to get this form provided ;-).

Tip: As stated somewhere else in relation to WO Products and WO Services already, if you’re customizing Field Service, make sure to also assign yourself the other Field Service Security Roles available OOB. System Admin role does NOT provide you access to all the forms used in Field Service [improve@microsoft].

Account form

Here it is to mention that only those Assets are visible in the new hierarchy control if one of the parent Functional Locations is related to the Account AND the Top-Level Asset (aka Master Asset) belongs to the Account.

This could also be a little bit improved [improve@microsoft] so that also Asset Hierarchies/Assets are visible that have no Functional Location related to the Account but where only one of the parent assets or at least the Asset itself is related to the Account.

So if you use this feature on the Account form make sure to always add your Functional Locations to all necessary Accounts (n:n) and remember that Assets only show up on the Account form if the Master Asset belongs to the account.

Also remember, that on the Asset Form you might get a better overview of how the Asset in embedded in the Location/Asset structure.

Closing Words

Even if there are still some things to consider and improve, in general this is a very great addition to overall Field Service functionality as many Field Service organizations have a need for a deeper structuring of their locations. Servicing industry clients regularly needs more specific information for the field tech about where to go than simply the main Service Account address.

We even had a need to create graphical inhouse maps of floors and rooms to make transparent where exactly the work has to be done.

The much improved flexibility that comes with Functional Locations can be used for rental services or large machinery, which regularly change places (like construction machines, trains, ships, and similar).

Also I think the long standing problem of a Return & Repair process could be addressed with a Functional Location similar to a “Repair Warehouse”.

A great combination is the new ability to “Disable Customer Asset Validation” which turns off the necessity that a Customer Asset handled during a Work Order needs to belong to the Service Account of the Work Order.

More information:

18 Min. introduction Video by MS Field Service Team: https://www.youtube.com/watch?v=UCjyEKH0qFg

Our D365 Goddess Dian Taylor:
https://d365goddess.com/dynamics-365-2020-release-wave-2-part-4/

And of course Microsoft Docs (thanks to Dave Clark & Dan Gittler):
https://docs.microsoft.com/en-us/dynamics365/field-service/assets-functional-location

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Work Order Product and Work Order Service customizations

OOB Forms disappear

Attention! When customizing WO Product or WO Service form and do that how I sometimes do by creating own custom forms, you might stumble across the default forms not being visible anymore. That is because the default “Information” forms for both are only enabled for the following Security Roles:

  • Field Service – Administrator
  • Field Service – Dispatcher
  • Field Service – Inventory Purchase

What of course is strange and missing is the enablement for System Admin [improve@microsoft]!!

So what I recommend is as long as you’re customizing Field Service to assign your own User the Field Service – Administrator role additionally to System Admin.

Hide price and cost related fields

My “fastest” resolution has been to create a Hidden Tab and put all the unnecessary fields in it. This way you’re not getting in trouble when trying to remove fields that aren’t supposed to be removed from the form.

However I thing Microsoft is working on a general solution on how to disable pricing for Field Service in general because there have been so many customers not using pricing in Field Service but keeping it completely in their ERP.

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Appointment Sync from Outlook and Dynamics Appointments to Schedule Board

With Wave 1 2021 Microsoft has released a revised integration of Appointments into Resource Scheduling.

After setting ‘Scheduling Parameter’.’Include Appointments’ to Yes, you’ll see all Dataverse Appointments on your Schedule Board including their colored Appointments Status. And that in between your other Bookings coming from Work Orders or Custom Entities etc.:

Screenshot of the schedule board with appointments.
Source: Microsoft
  • Appointments that were tracked from Outlook
    “Dataverse appointments can also originate in Outlook, and be synced to Dynamics 365 if server-side synchronization has been set up. An Outlook appointment must be manually assigned the special Tracked to Dynamics 365 category so it appears as a Dataverse appointment record.”
  • Appointments from Service Calendar
  • CRM/Dataverse Appointments coming from Timeline or other Activity entries
    “Appointments will be visible on the new schedule board for the required attendees and the owner, as long as they are set up as bookable resources.”

Consider:

  • Appointments can’t be moved in Schedule Board
  • can be deactivated for certain Resources in ‘Bookable Resource’.’Include Appointments’
  • RSO respects the Appointments
  • Schedule Assistant (Find availability) will also respect it (coming wave 2 2021)
  • “Appointments marked private in Outlook will not show their subject on the schedule board”

Source & more information:

https://docs.microsoft.com/en-us/dynamics365/field-service/appointment-scheduling

Watch 7 min Video here:

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Links für Nonprofits, die Microsoft einführen wollen

Microsoft 365 Business kostenlos für Nonprofits.

Es gibt viele weitere sehr günstige oder kostenlose Software-Angebote von Microsoft für Nonprofits.

Anspruchsberechtigung:

Quelle: https://www.microsoft.com/de-de/nonprofits/eligibility

Hier kann man prüfen lassen, ob die eigene Organisation anspruchsberechtigt ist oder nicht:

https://www.microsoft.com/en-us/nonprofits/eligibility

Auf Deutsch:

https://www.microsoft.com/de-de/nonprofits/eligibility

Im Zweifel kann man über “Kontakt” auf der Seite direkt bei MS nachfragen.

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Power BI für Nonprofits

Power BI ist das laut Gartner absolut führende BI Tool, weit vor Konkurrenten wie Tableau oder Qlik. Siehe hier. https://powerbi.microsoft.com/de-de/why-power-bi/

Mit Power BI kann man kostenlos starten, indem man sich Power BI Desktop installiert.

Wenn man einen interaktiven BI-Report teilen möchte, müssen Ersteller und Empfänger allerdings Power BI Pro haben.

Die Lizenz kostet für Nonprofits 3 USD pro Monat und User.

Weitere Infos:

https://www.microsoft.com/en-us/nonprofits/power-bi

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Customer Voice Surveys

Customer Voice ist ein Umfragetool.

Q: Dynamics Licencing Guide April 2021

Customer Voice wird per Tenant lizenziert (200 USD oder 168,70 €/Monat) plus Kapazität an Anzahl Antworten (Respoenses) zu den verteilten Surveys.

Kunden mit D365 Sales Enterprise, Customer Service Enterprise, Customer Insights, Field Service, Marketing, und Human Resources
bekommen automatisch eine Customer Voice Lizenz und haben 2000 (Responses) im Monat frei.


Zusätzliche Response Packages gibt es mit 1000 Responses pro Monat. Diese kosten 100 USD oder 84,30 €/Monat.
Nonprofit-Preis: 33,70 €/Monat oder weniger.

Q: https://www.youtube.com/watch?v=8yfIwz3Ue3Q&t=1s

Mehr Infos zu Preisen:
https://docs.microsoft.com/en-us/dynamics365/customer-voice/purchase

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Chat für Dynamics 365: Omnichannel

Einen super Überblick findet man in 4:31 Min hier:

Funktionen, die genutzt werden können:

  • Chat Einbinden in Website
  • Daten wie die Chathistorie direkt in Dataverse
  • Vorgefertigte Antworten per Shortcut
  • Vorab-Fragen (Pre-Chat Survey) auch in Dynamics verfügbar
  • Daten können direkt mit Cases, Contacts etc. verknüpft werden
  • Statistiken
  • Automatische Sentiment Analysis
  • Chat-Routing über Regeln

How to get started:

https://docs.microsoft.com/en-us/dynamics365/customer-service/try-channels

More information:

https://docs.microsoft.com/en-us/dynamics365/customer-service/set-up-chat-widget

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Work Order fields explained

Total Estimated Duration

Sum of all estimated durations coming from Work Order Incidents or Work Order Service Tasks.

First Arrived On

when the first technician arrived onsite / switched the status of a booking to In Progress. It looks at the Actual Arrival Time field of the Booking even if this Arrival Time got updated later.

If Bookings aren’t used the field can be updated manually.

Completed On

when the last booking was completed. If there are more than one bookings it should be the latest of all the bookings.

It looks at the End Time of the Booking combined with the Booking Status Completed.

If Bookings aren’t used the field can be updated manually. For example if you have subcontractors providing their data differently that through the Microsoft apps.

Closed On

When the System Status of the Work Order was switched to Closed – Posted.

System Status

This field should never be customized as it drived the whole Field Service process and has many implications and automatically triggering lots of Microsoft plugins..

System Status Closed – Posted

If you switch the System Status to Closed – Posted while there are still Scheduled Bookings, they will automatically be set to ‘Booking Status’.’Field Service Booking Status’ Canceled.

While having Bookings in Status In Progress it isn’t possible to switch the Work Order to Closed – Posted or Canceled.

Reported By Contact

Can be a Contact that doesn’t belong to the Account.

Is not being filled OOB from Case.Contact.

Support Contact

Lookup to Resource.

If using Remote Assist this should be used for the remote expert a technician should call when (s)he needs remote support.

Is not being filled OOB from Case.Contact.

Primary Contact, Email, Address Phone

The Primary Contact is part of an embedded Quick View Form, so you can’t edit it directly on the Work Order unless you would embed it via a Form Component Control.

It is the Service Account’s Primary Contact.

Sometimes a bit misleading are the Email and Address Phone fields in the Quick View. Those are data of the Service Account directly and not of the Primary Contact. In my opinion they could have been slightly renamed on the Quick view form to make that more transparent. Even more strange is that these fields on the Account Summary Card: Email (emailaddress1) and “Address Phone” (address1_telephone1) are per OOB installation not available on the Account form. So here is one of the “always to do customizations” [improve@microsoft] to somehow change the Quick View or at least put these fields onto the Account Form.

The Primary Contact of the Work Order is also used for the Info Card displayed on tap on the mobile app’s map pin:

Source: https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-powerapp-booking-maps

Price List

Prices for Work Order Products and Work Order Services are pulled out of this Price List. If Products don’t have a Price List Item in this Price List, then the Product.’List Price’ is used for the Work Order.

If the Billing Account (priority 1) has an associated Product Price List, this will be auto-populated (also if the Billing Account was determined by the Service Account).

If the Billing Account has no associated Price List, the System pulls the Price List from the Work Order Type (priority 2), also if the WO Type was determined by a chosen Incident Type.

Even if the you set the WO Type first and afterwards the Billing Account, the system is setting/keeping the price list with the highest priority.

Also even if a Price List was set first and then a Billing Account, the former Price List gets overwritten.

And by the way, the same logic works on the new Get Started=>Work Order Form, even if the Billing Account Lookup isn’t visible there OOB:

Create Incident Type

A new button in the command bar has been introduced with wave1 2021 which helps to create new Incident Types out of an existing Work Order.

Source: Microsoft, https://youtu.be/W4SKfynrjXU

Estimated Duration can be manually adjusted by removing the tick from “Copy Tasks”:

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Where AI is used in Dynamics 365

There are already several fully integrated AI applications available for Dynamics 365 which often only need to be licensed and/or activated or even are there as part of the standard first party apps.

Dynamics 365 Customer Insights

Predict customer intent and interests by analyzing customer interactions, behavior, sentiment and demographic data. Deep insights and 360 degree view of customers.

License: 1500 USD per tenant/month (incl. 100.000 profiles)

Dynamics 365 Sales Insights as part of Dynamics 365 Sales

here you have some AI functionality included already with the standard D365 Sales license but the available features can be extended through an on top license. Bullet points are Guided Selling, Productivity Intelligence, Connection Insights, Prediction Models. Includes recommendations for Next Best Action and also Sentiment Analysis.

by Microsoft

License: 40 USD per user/month (includes 3 hours per user/month Conversation Intelligence) on top of Sales Enterprise license.

Dynamics 365 Virtual Agent for Customer Service

allows you to create chat bots which use

License: 1100 USD per tenant/month (includes 2000 sessions / 100.000 Cases)

Dynamics Customer Service Insights as part of Dynamics 365 Customer Service

provides insights in the performance of your customer service employees by natural language understanding including call analysis. It also helps finding trends, brand sentiment, historical comparison of cases and identifying most relevant support topics.

by Microsoft
Call Insights, still in Preview. Picture by Microsoft,

License: 75 USD per user/month (100.000 cases)

Dynamics 365 Fraud Protection as part of Dynamics 365 Commerce

helps e-commerce businesses to fight agains fraud by finding irregularities and identifying risks:

by Microsoft

License: 1000 USD per tenant/month (with limits on number of available transactions for Account Protection, Purchase Protection and Loss Prevention)

Additionally …

there are plenty of other AI tools which can leverage Dynamics 365 implementations in many other ways.

Especially mentioned should be the Microsoft AI Builder, which is an important tool package that provides ready made AI tools for low code / rapid implementation with D365 / CDS / Power Apps. License: 500 USD per tenant/month (1 million service credits).

Dynamics 365 Marketing also leverages some AI capabilities to

– helps author content by suggesting suitable content items

– recommends communication channels to deliver content based on customer preferencesopt

– optimizes journeys towards business goals

– proposes segments according to natural language search

More information & sources:

https://dynamics.microsoft.com/en-us/sales/overview/

https://docs.microsoft.com/en-us/dynamics365/ai/sales/overview

https://dynamics.microsoft.com/en-us/ai/virtual-agent-for-customer-service/

https://docs.microsoft.com/en-us/dynamics365/ai/customer-service-insights/overview

https://docs.microsoft.com/en-us/dynamics365/fraud-protection/overview

https://msdynamicsworld.com/story/microsoft-reveals-pricing-and-licensing-details-dynamics-365-fraud-protection

https://dynamics.microsoft.com/en-us/ai/customer-insights/

https://powerapps.microsoft.com/en-us/ai-builder/

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Microsoft Inspections

Installation

When trying to install the Preview of Microsoft’s Inspections by following this manual:

https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-preview

when executing the command from Step 5:

Get-CrmFlights -ApiUrl $url -Credential $cred

I got an error explaining that the module “Microsoft.Xrm.OnlineManagementAPI” could not be loaded. At line:1 char:1.

So I executed

Set-ExecutionPolicy -ExecutionPolicy AllSigned -Scope Process
which only allows an execution of signed scripts for this one PowerShell session.

Everything else worked fine and I got these solutions in the end:

Latest Field Service Version now: 8.8.28.50. Without Preview it was 8.8.23.24

Creating an Inspection questionnaire

Apart from some other data types you can use Entity Lookups:

For Number fields you can directly set a possible number range:

Files and Photos can be attached by users:

You can upload more than one attachments to the same File type question.

I like the way how Input place holder text can be provided:

Also the Other option is great. It shows a textbox only if the Other option was chosen (available for Dropdown, Checkbox and Radiogroup):

Great Preview functionality of the questionnaire is directly available from the editor:

Logic in Inspection Questionnaire

Basic Logic like show/hide or “make required” can be implemented:

Of course you can have more than one Logic definitions:

However what immediately came to my mind was the missing possibility to evaluate data input against other CDS/CRM data.

So let’s say I want to compare a date provided by the person filling in the questionnaire whith a date that is available on a Customer Asset record that is related to the Service Task or Questionnaire, how can we do that?

My first impression is that there is not yet any possibility like that available right now. It would be great if Microsoft can provide something similar to Workflows or Calculated Fields to provide some related record data here for display as well as for validation purposes [improve@Microsoft].

Even if you want to use the provided lookup for a logic it seems like you would need to provide a GUID since there’s no lookup in the Logic editor.

Also operators like “greater that” might not make any sense when comparing records/ GUIDs. So MS still needs to exclude them from possible options here [improve@Microsoft].

Service Task

Than you create your Service Task Type containing the Inspection questionnaire:

The questionnaire even gets displayed on the Service Task Type Form.

On your Work Order Service Task you’ll get another new field “Result”:

Also see the Clear Responses button in the ribbon bar. All responses are reset/deleted by clicking it.

Also the questionnnaire is displayed here and you can directly start filling it in here in your Browser.

Entity lookup: only records where the User has privileges for are displayed. Keep in mind: only “Name”-field of related record is displayed. Would be great if in future versions it can act like an usual lookup field in D365CE [imporve@microsoft].

Once published, an Inspection can’t be unpublished and edited anymore [however this is on Microsoft’s roadmap], but from the main menues Lnspection list you can highlight and than copy the Inspection and create a new version of it this way:

Mobile

In Mobile (Field Service Mobile Power App) it would look similar to this:

(Picture by Microsoft)
(Picture by Microsoft)

Microsoft’s Inpections als work on Resco based Field Service Mobile. To use it you have to donload a new Woodford Mobile Template, see/download from here: https://docs.microsoft.com/en-us/dynamics365/field-service/inspections#perform-inspections-on-mobile

(Picture by Microsoft)

Run Power Automate Flows triggered by Inspection Responses

See here the video published by Microsoft, even if it is showing the deprecated D365 connector:

Roadmap

  • pages: allow to add your questions to an inspection “page” so that you can also skip whole pages
  • GA October 2020

Attention

According to Microsoft’s docs-article, Inspections cannot be exported and imported to other environments. Hope/expect that will improve as well [improve@Microsoft].

Sources / more information:

Articles by Dian Taylor (MVP) including Video recordings:

Manuals by Microsoft:

Installation manual (for preview version): https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-preview

Comprehensive User manual including explanation of Power Automate triggered by Inspection responses: https://docs.microsoft.com/en-us/dynamics365/field-service/inspections

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Resource Pool

What I mean here by “Resource Pool” is a Bookable Resource of the Resource Type: Pool.

  1. Create a new Resource with Resource Type: Pool
  2. optional: add members to the Pool as Child Resources (entity: Bookable Resource Group)
  3. set the capacity of the Pool either
    a) manually or
    b) let it be calculated based on the member’s aggregated capacity by setting Derive Capacity From Group Members to Yes

Tip: When creating new Resource Pools and setting the field Derive Capacity From Group Members to Yes and only than start adding Child Resources to the Resource Pool, the system triggers a comprehensive and time consuming Recalculation of the Aggregation, each time after you add a new member to the Pool.
So my recommendation when configuring the Resource Pool with this flag set to Yes is, to first add all the Resource Children (Pool Members) and than in a 2nd step turn the flag to Yes.

You now should be able to see the aggregated capacity of your Pool Resource. Click on Show Work Hours on the Pool Resource’s from:

When opening one of the days for which more than one Pool members were defined, you can see the available capacity here.

Also in schedule Board you’re able to see the Pool resource this way:

The Pool Resource Cell contains the number of Pool members

If you have Resource only temporarily joining the Pool, you also see this reflected in the counter for the number of available Resources on the Pool’s Resource Cell. This counter gets recalculated each time you change the displayed date range.

Resource Pool functionalities

  • you can have Pools consisting of these three Resource Type groupings, called Pool Type:
    – Equipments
    – Facilitiies
    – Combination of [Accounts, Contacts and Users]
  • the capacity can be automatically aggregated by setting the two option set ‘Bookalble Resource’.’ Derive Capacity From Group Members‘ to Yes.
  • the skills are not automatically aggregated to the Pool level
  • you can add skills (manually of by Flow etc to the Pool Resource (parent of the Pool members)
  • if you book a Work Order to one of the Pool members directly, the available capacity of the Pool doesn’t get reduced for the duration of the Work Order
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Deprecation of Resco based Field Service Mobile App

Microsoft has announced the deprecation of the current Resco based Field Service Mobile App by June 2022.

From June 2021 on new Field Service setups have to use the new Field Service Mobile App which is fully made by Microsoft and in fact is a Model Driven App as we know it today.

The new App can be tested from Field Service Version 8.8.22.x onwards. In mobile App Stores (i.e. Google Playstore) the new app is called “Field Service Mobile (2020)” as of today.

There are some offline capabilities including sync filters already but it looks like offline logic implementation is not as easy and comprehensively possible as is it with the Resco based Field Service app. Also many other functionalities are currently missing, but Microsoft promises to catch up.

Some things that are still missing are: Push notifications, Geofencing and Location Auditing, Reporting, IoT Alerts, Remote Assist and MS Intune.

Interesting is also a new control called “Form Component Control”, which can be used to embed a Work Order form into a Booking form:

Will this be a general new feature which can be used for all other forms as well? – It looks like!

Resco will continue to evolve its Mobile Application Development Framework and will also continuously provide new features and mobile solutions. Resco already offers different mobile solutions and templates (i.e. an advanced Field Service template, Sales template, Route Planning, Inspections) that are working perfectly together with Dynamics 365 and will continue to do so after June 2022. That means by the time Microsoft catches up with current Resco technology there will be new functionality available for Users that stay with Resco as well. On the other hand also Microsoft is rapidly growing its Power Apps capabilities.

For now the direction to go would be for more sophisticated requirements and larger implementation projects Resco will probably be the better fit. For more simple / standard requirements Microsoft’s model drivel app could be worth to consider.

To sum that up – it will not be end of development for the excellent Resco Field Service mobile technology – it will rather be a separation between the Microsoft FS Mobile App and the Resco FS Mobile App. Of course we’ll eventually have to pay Resco separately if we want to use their enhanced solutions. But competition is generally good for the market and customer segmentation has always made sense.

Source and more information:

https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-2020-power-platform

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Missing Field Service Mobile Push Notifications?

Just had a migration where I was blocked by not having the msdyn_FSMNotifications solution installed in my target environment.

The secret behind it: this solution can only be installed on top of Woodford.

So after you have installed Woodford you’ll need to go to the Instance Picker and click on Install (or Upgrade if available) for Field Service, even if it is already installed. This way only some additional solutions will be installed. There you go!

Sources / more information:
https://docs.microsoft.com/en-us/dynamics365/field-service/upgrade-field-service
https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-push-notifications

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