Chapter 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 client
