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OverviewFull Product DetailsAuthor: Sanjaya Yapa , Indika AbayarathnePublisher: APress Imprint: APress Edition: 1st ed. Weight: 0.633kg ISBN: 9781484264072ISBN 10: 148426407 Pages: 314 Publication Date: 08 December 2020 Audience: Professional and scholarly , Professional & Vocational Format: Paperback Publisher's Status: Active Availability: Manufactured on demand  We will order this item for you from a manufactured on demand supplier. Table of ContentsChapter 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 clientReviewsAuthor InformationSanjaya 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. Tab Content 6Author Website:Countries AvailableAll regions |
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