Dynamics CRM-Field Service

Presented ByVenkata Pradeep

Field Service Management

Field Service Management is a way to manage mobile workflows while delivering products and services at the client location.

Goals: Right People (Skill Set) Right Resource Right Location Right Time

Benefits of Field Service

Work Order Management Schedule Board and Dispatch(Smart Scheduling) Preventive maintenance management Inventory management Optimised Resource Utilization Mobile collaboration and offline access Used across multiple industries from Healthcare and

Manufacturing

Entities in Field Service Work Order- Most Important Schedule Board – for a Dispatcher to schedule the Work

Order. Resource Bookings- Bookings which are generated for the

Field Agents. Customer Assets- Assets owned by the Customers. Agreements- Service contracts between Customers and

Accounts Inventory Entities like Inventory transfer, Inventory

Adjustments, Purchase Order etc. Administration of Field Service.

Administration

Resource Setup Territories Bookable Resources

Work Order Setup Work Order Type Incident Type Product

Note: When Convert to Customer Assets is set to True, and WO is completed products convert to Customer Assets.

Demo

Schedule Board

Schedule Board (Cont.)

Demo by opening Work Order and adding services . Field Engineer adds Services and in the Duration and Sales Amount

section he provides all the details. Similarly he can also add if any parts/Products been used for that

Work Order. Close Work Order

Preventive Maintenance

Service Agreements(Service Contracts) Create Agreement Define Booking

Demo

Inventory Management

Warehouse Inventory Adjustment- Correction of inventory or stock

records to bring them into agreement with the findings of the actual (physical) inventory

Inventory Transfer

Demo

Thank You