Summary and resources

Completed

In this module, you have learned about the importance of resource 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.

The main takeaways from this module are that a good scheduling solution should be able to answer important questions such as resource availability, qualifications, customer constraints, and how to handle cancellations or rescheduling requests. 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
  • 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 available such as Dynamics 365 Sales, Dynamics 365 Customer Insights, Dynamics 365 Customer Service, and Dynamics 365 Project Operations.

References

Dynamics 365 Field Service

For further study