Overview of Dynamics CRM-

Field ServicePresented By

Venkata Pradeep

Agenda

• Logging in and Navigating Field Service

• A “Day in the life” of a dispatcher ,field Engineer and Manager, including:• Creating Work orders• Scheduling Work Orders• Using the Field Service Mobile App• Analysing Business insights

Logging in and Navigation

• Work Order• Schedule Board • Resource Bookings• Customer Assets• Agreements• Inventory • Administration of Field Service.

• Demo

Creating Work Order

• A WO captures the essence of the issue that needs to be resolved or service that needs to be performed.• It contains all relevant information

including the Service Location, Description, Tasks to be performed, Parts/Equipment needed etc.

• Demo

Scheduling

Scheduling (cont.)

Scheduling (Manual)

Scheduling (Scheduling Assistant)• It allows the Dispatcher to schedule the Work

Order quickly and effectively taking many variables in to account including Time windows, Skills Required, and Distance to the service location.

Field Agent

Administration- Field Service