Summary and resources

  • 3 minutes

In this module, you learned about the importance of resources and scheduling processes for organizations that manage mobile workforces or provide services to customers. Dynamics 365 Field Service offers manual scheduling, schedule assistant for suggestions, and optimized or automated scheduling options to assist dispatchers in managing their workforce schedules effectively. The schedule board provides real-time information on scheduled items and resource availability, allowing for quick schedule changes.

A good scheduling solution should address key questions like resource availability, qualifications, customer constraints, and managing cancellations or rescheduling. Dynamics 365 Field Service provides various scheduling options and tools to help dispatchers make informed decisions and manage their workforce effectively. Additionally, asset management capabilities in Dynamics 365 Field Service allow organizations to maintain a catalog of customer assets, track maintenance history, and monitor IoT-enabled assets remotely.

Throughout this module, we:

  • Described the scheduling capabilities available in Dynamics 365 Field Service.
  • Explained how to schedule qualified resources.
  • Described asset management in Dynamics 365 Field Service.
  • Described using Connected Field Service for interacting with IoT devices.

Now that you understand the foundational capabilities of Dynamics 365 Field Service, consider exploring the other Dynamics 365 solutions. Other apps to consider are Dynamics 365 Sales, Dynamics 365 Customer Insights, Dynamics 365 Customer Service, and Dynamics 365 Project Operations.

References

Dynamics 365 Field Service

For further study