using the power platform to transform your field...using the power platform to transform your field...

Using the Power Platform to Transform your Field Service and Work Order Processing

Sr. Solutions Architect

Email: [email protected]

Shawn Tabor

#HSCCATLANTA19

Global Field Service Director

Microsoft

Ben Vollmer

#HSCCATLANTA19

/ 3Think Digital Customer Conference 2019

What is Long Term?


Who is this?


“Microsoft is committed to empowering people and organizations to achieve more and our collaboration with Norsync helps accelerate this mission, “said Param Kahlon, GM, Product Management, Microsoft Dynamics CRM. “The new mobile offline capabilities provide a richer offline experience for end users, allowing them to be productive, even when they are on the go. Norsync’s technology helped us to rapidly develop and deploy a scalable offline solution that meets enterprise needs.”

Was MoCA Offline ?


Smart glasses and contact lenses

Health monitors

Safety monitors

Smart clothing

Language translators

Haptic feedback technologies

Biometric security technologies

Drones & other aerial assets

What is Mobility?


Device Usage by Platform iOS

49%

Android29%

Windows22%


http://smartagent.trekstor.de/home.html

Extended Mobility Example

http://smartagent.trekstor.de/home.html


Question I am tired of hearing…

Should I use Field Service Mobile OR PowerApps


Question I expect to hear….

How I use Field Service Mobile

AND PowerApps


How to Choose

• High transaction volumes• Off line• Configurability• Use Case Alignment To Feature Set• Document Management• Other Data Sources


• Specialized Configured Environment Specifically for Field Service Technicians

Field Service Mobile• Rapid Development• User interface for Flow and CDS

PowerApps

/ 13Think Digital Customer Conference 2019What-if analysis (RSO)

F&O integration

Multi-resource requirements SLAs

Entitlement

IoTCentral SaaS offering

IoT Flow templatesMulti-resource scheduling

Facilities

Crews

Pools

Single resource optimization (RSO)

Push notifications

3D Models

Geofencing + Background

location

IoT commands

Correlate IoT alerts with work order lifecycleRemote Assist


What is in Field Service MobileField Service Mobile client (not Resco MobileCRM) MUST be usedAn inspections offering is on our roadmapNo custom entity limit (was one in Field Service Mobile (2017))Licensing Activation Streamlined

The Field Service Mobile app is for FIELD SERVICE USE ONLY. Sales people should not be using FSM. Field Service workers CAN use sales entities, but that must be in the field service context. See our licensing guide for specifics.

https://mbs.microsoft.com/Files/public/365/Dynamics365LicensingGuide.pdf


Field Service Mobile• New Field Service Mobile app

• Different from Field Service Mobile (2017) and Field Service Mobile (2016)

• Compatible with FS v7.5.5 and 8.2+• New flag on bookable resource to enable for

mobile app access• New mobile project template

• https://aka.ms/fsmobile-project• Important: import and create a derivative of the

mobile project, this will making uptake of new project versions less painful

https://aka.ms/fsmobile-project


Important Links

Documentationhttps://aka.ms/fsmobile-docs

Mobile Configuratorhttp://aka.ms/fsmobile-configurator


PowerApps with Field

Service



Service


The logic for dynamically generating the URL from the Work Order record was simple to build:

Retrieve the app ID from the system value recordRetrieve the Work Order IDRetrieve the Service Account ID


Concatenate the following values together: “https://web.powerapps.com/webplayer/app?appid=”“/providers/Microsoft.PowerApps/apps/” + APP ID”

This string was then URI encoded“&CustomerId=SERVICE ACCOUNT ID”“&WorkOrderId=WORK ORDER ID”

Open the URL Xrm.Navigation.openUrl(concatenated url string)

https://nam06.safelinks.protection.outlook.com/?url=https%3A%2F%2Fweb.powerapps.com%2Fwebplayer%2Fapp%3Fappid%3D&data=02%7C01%7Cben.vollmer%40microsoft.com%7C74e1c0c7ca084d1ea9a508d676590cf5%7C72f988bf86f141af91ab2d7cd011db47%7C1%7C0%7C636826522205051731&sdata=AqdlSZGBW9QmS4s63FeNJibOXYAZmBF0WvfymNZ6S8c%3D&reserved=0


And then…A HTML Button…. That calls that URL

Project formatReport editorRules editorCollaborationUser ExperienceSync Analysis

What’s new in Woodford HTML Configuration Tool


Current App Version for Beta Testing: v11.3.100iOS Beta Link: https://aka.ms/fsmobile-ios-beta

Current Project Version for Beta Testing: v1.0.2097 Beta Project: http://aka.ms/fsmobile-project-beta

App Beta’s

https://aka.ms/fsmobile-ios-beta

http://aka.ms/fsmobile-project-beta


What's new in v11.3.100?- Changed deep link schema to fsmobile (used to be mobilecrm)- Azure Blob Storage for note attachments- Field Level Permissions defined in Dynamics 365 now respected- Bluetooth scanner functionality- Enforced minimum for GPS Age and Accuracy- Ignore 'seconds' part when calculating current time in TravelingCalculations.js- Auto-setting of CRM timezone- Ability to clear logs- Double message popup prevention added- Got rid of the "Failed" error that happens when backing out of Scan Customer Asset- Android reminders fixed

- Added filters so that app does not sync inactive records- Added missing barcode scanning permission- Fixed saving of offline Booking Signatures- - Fixed update address button error messageFixed date picker on Android- Fixed unresponsive iOS buttons- Disabled password clearing for OAuth- Fixed SQLite error during loading configuration- Fixed issue on iOS where user was not prompted to grant "Always" location permission to app- Add logging of sync filters- Changed Location Tracking Title and added a message body for Android location tracking notifications- Added sync filter for booking timestamps- PushRegistrationIntentService start fixed for Android 8+


Number of available apps:• AirServer (aka.ms/airserver): iOS, Android over AirPlay. Free

License when registering with your @Microsoft.com address• MobiZen (www.mobizen.com/?locale=en): Android over web• Windows Connect App (www.groovypost.com/howto/how-to-

mirror-your-android-to-windows-10-with-the-connect-app/) Android / Windows 10 Phone

• AirDroid (www.airdroid.com/): Androidasda• APowerSoft (www.apowersoft.com/phone-mirror) AA AAAA

How do we demo the mobile app?

https://aka.ms/airserver

https://www.mobizen.com/?locale=en

http://www.groovypost.com/howto/how-to-mirror-your-android-to-windows-10-with-the-connect-app/

http://www.airdroid.com/

http://www.apowersoft.com/phone-mirror


Got More Questions?

Docs: https://aka.ms/fsmobile-docs

FAQ in docs.dynamics.com:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-faq-latest-version (other questions in left hand navigation pane)

New Help Page:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-get-help

https://aka.ms/fsmobile-docs

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-faq-latest-version

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-get-help

using the power platform to transform your field...using the power platform to transform your field...

Documents