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Field Service Overview
and Feature highlights. |
D365 Field Service
Heads Up!
First and
foremost, before getting into the specifics
of D365 Field Service we need to review what
is happening with D365.
Dynamics
365, Microsoft Sales Copilot, and supply
chain platform 2023 release wave 2 plan.
Field Service is highly
integrated with D365 Supply Chain models.
This means you need to understand the
changes coming in D365 in Finance and
Operations, in partcular the changes that
are being made to the supply chain
functionality with the 2023/4 release wave 2
plan!
The 2023 release
wave 2 for Dynamics 365 brings new
innovations that provide you with
significant capabilities to transform your
business. The release contains hundreds of
new features across Dynamics 365
applications, including Marketing, Sales,
Customer Service, Field Service, Finance,
Supply Chain Management,
Project Operations,
finance and operations cross-app
capabilities, Human Resources, Commerce,
Business Central, Guides, and Customer
Insights as well as Microsoft Sales Copilot
and Microsoft supply chain platform and its
supporting products.
Note:
Please note that this is a high-level
summary. Complete details are provided in
Microsoft downloadable .pdf files that total
more than 1000 pages!
General
availability October 1, 2023
Production
deployment for the 2023 release wave 2
begins. Regional deployments will start on
October 1, 2023.
Just like the
previous release waves, Microsoft will
continue to call out how each feature will
be enabled in your environment:
Users,
automatically:
These features
include changes to the user experience for
users and are enabled automatically.
Admins, makers, or
analysts, automatically:
These features are
meant to be used by administrators, makers,
or business analysts and are enabled
automatically.
Users by admins,
makers, or analysts:
These features must
be enabled or configured by the
administrators, makers, or business analysts
to be available for their users. You can get
ready with confidence knowing which features
will be enabled automatically.
Important notes:
There are features that were not released
(most modules) as identified in previous
release plans. There are also new features
added to this latest release plan. If you
had your own release plan you will need to
review all of the updates to Microsoft's
current release plans and adjust your plans
accordingly.
The
Business Analytics preview is an important
addition to the D365 Finance and Operations
functional portfolio. Take some time to
review it.
Back to D365 Field Service
Integration overview
Field Service integration builds on top of
the 'Prospect-to-Cash' D365 end-to-end
business process and associated
functionality.
Microsoft explains this integration this
way.
First
Phase of this Integration
The first phase of the
integration between Field Service and Supply
Chain Management is focused on enabling work
orders and agreements in Field Service to be
invoiced in Supply Chain Management. The
supported flow starts in Field Service,
where information from work orders is
synchronized to Supply Chain Management as
sales orders. In Supply Chain Management,
the sales orders are invoiced to generate
invoice documents.
In
addition, the information from Field Service
agreement invoices is synchronized to Supply
Chain Management. The Microsoft Dynamics 365
Data integrator synchronizes data by using
customizable projects. Standard templates
can be used to create custom integration
projects where additional standard and
custom columns, and also tables, can be
mapped to adjust the integration and meet
specific requirements. The first phase of
the integration between Field Service and
Supply Chain Management enables
synchronization of the following items:
1.
Synchronize products in Supply Chain
Management to Products in Field Service
2.
Synchronize work orders in Field Service to
sales orders in Supply Chain Management
3.
Synchronize agreement invoices in Field
Service to free text invoices in Supply
Chain Manmagement
To see an example of how you can synchronize
a work order between Field Service and
Supply Chain Management, watch the short
YouTube video.
How to synchronnize a work order with Microsoft
Dynamics 365 integration.
Second
Phase of the Integration
The additional functionality in this second
phase focuses on giving field technicians
insight about the inventory information from
Supply Chain Management, allowing them to
update inventory levels and do material
transfers. In addition, companies installing
or servicing sold goods will benefit from
better control and visibility to the full
sales and service process with integration
from projects.
Functionality includes integration of:
1. Warehouse
information
2. On-hand inventory
information
3. Inventory transfers
4. Inventory adjustments
5. Supply
Chain Management projects connected with
Dynamics 365 Field Service work orders
6. Dynamics 365 Field Service work
orders with link to Supply Chain
Management projects, apply this project
number to the sales order to allow
invoicing from the project.
The second phase of the integration between
Field Service and Supply Chain Management
enables synchronization using the following
templates:
1. Warehouses (Supply Chain Management
to Field Service) - Warehouses from
Supply Chain Management to Field Service
[Advanced Query]
2. Product Inventory (Supply Chain
Management to Field Service) - Inventory
level information from Supply Chain
Management to Field Service [Advanced
Query]
3. Inventory Adjustment (Field Service
to Supply Chain Management) - Inventory
adjustments from Field Service to Supply
Chain Management [Advanced Query]
4. Inventory Transfers (Field Service to
Supply Chain Management) - Inventory
transfers from Field Service to Supply
Chain Management [Advanced Query]
5. Projects (Supply Chain Management to
Field Service) - Project list from
Supply Chain Management to Field Service
6. Work Orders with Project (Field
Service to Supply Chain) - Work orders
in Field Service to Sales orders
in Supply Chain, with support for
Project [Advanced Query]
7. Field Service Products with Inventory
unit (Supply Chain to Sales) - Supply
Chain 'Sellable released products' to
Sales 'Products' for Field Service,
including Inventory unit
What is missing .... and why
more to come.......
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