harsha presentation field_service
TRANSCRIPT
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