【微软认证Field Service】备考 Part 5

创建适用于 Dynamics 365 Field Service 的自定义应用

Microsoft Dataverse

• 安全性
• 逻辑
• 数据
• 存储
• 集成

Dataverse is one connector.

different types of apps in power apps

- canvas apps

- model-driven apps

- portal apps

Create apps from Power Apps

• cavas apps
• model-driven apps
• embed a canvas app on a model-driven form

---

deply the customer experiences portal

- portal tempaltes

- provisons a field service customer experience portal

customer experiences portal

• schedule booking 
• manage existing bookings
• track the field technician
• provide feedback

schedule a booking 

book a new appointment

1. Select a customer asset - Service product

2. Service type

3. Select data and time.

manage bookings

modify or cancel bookings

Technician tracking

traveling / in progress

- view live map 可以查看最新位置。

feedback 

服务结束后可以提供反馈

branding

set up email and text messaging

path: setting > customer portal > customer portal 

短信服务需要创建一个twilio账号。

set up incident type

设置incident类型

---

customerize dynamics 365 field service 

定制化

- Forms 表单

- work order user interface setting 工单界面设置

- booking rules 预定规则 

- resource matching  资源分配

- field service mobile app 移动端

- field service technician service reports 技术人员服务报告

- geocoding 地理位置

- enable custom table for scheduling 可以适用URS 工具预定

- schedule boards 预定面板

Field service mobile app 

移动端

- site map 

- forms 记录详情，预定信息和工单

- views - 一系列记录

geocoding 

setting > scheduling > administration > scheduling parameters 

information: connect to Maps = YES

Settings > General > Field Service Settings, select the Other tab, and then set Auto Geo Code Addresses to Yes.

set up a geo location for a custom table

• latitude
• longitude
• timestamp
• resource

You can also set up a custom geo location in the Field Service app by going to Resources > Administration > Scheduling Parameters.

---

URS - Universal Resource Scheduling

how universal resource scheduling works

- the item to be scheduled  like work order 工单

- resource requirement 资源需求

- bookable resource booking 可预定资源预定

a resource requirement所需要的信息

• customer location as latitude and longitude 地址信心
• service territory 服务区域
• characteristic/skills or roles that are required 需要的技能和角色
• duration  事件区间
• date and time windows or promises 日期和时间窗口
• fulfillment preference 实施偏好
• resource preference 资源偏好

a resource booking for a resource requirement 所需要的信息

• the resource who is respsonsible for completing th work
• estimated travel time and distance 
• duration 
• actual start and end times
• actual travel distance 
• booking status

booking status - scheduled / in progress / completed / canceled