【微软认证Field Service】备考 Part 6

Set up and customize schedule boards

New schedule board

Create schedule boards

Share a schedule boards

• - just me
• - everyone
• - specific people 

Customize schedule boards 定制化安排面板

• bookable resource
• bookable resource booking
• organizational units
• resource requirement

customized areas

• basic
• map
• custom web resource
• schedule assitant
• board colors
• other
• schedule types
• requirement panels

components required more techinical customizationi skills

• reources cells
• filer pane
• retrieve resources query

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Check your knowledge

- Power platform connector: connect your data source to your app or flow.

- customers is valid target audience for the field service portal.

- cavas app cab be embedded on the work order form. the canvas app can use connectoers to access data in other systems and then display that data.

- View - change the contents of the details pane on the schedule board.

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Dyniamcis field service - Mobile application

introduction 

必须的功能

1. provide customer location info
2. take and attach images or videos
3. scan the bar code
4. provide detials that are related to the specific parts and services they're going to provide.
5. capture a customer signature
6. engage with subject matter experts while working in the filed
7. access data while woking online or offline.

mobile app 用户：frontline workers

mobile app 功能

• work orders that have been assigned to them  工单
• lists of customer assets 客户资产
• accounts 账户
• contacts - 联系人
• customer location info to use GPS 消费者位置
• online /offline 线上线下

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deploy the mobile app

depoyment process

1. ensure the correct version of Dynamics 365 Field service
2. set up and configure your frontline workers
3. assgin apporipirate security roles to users and the mobile app
4. download the app and sign in 

set up your frontline workers

Define frontline workers

1. charcteristics - skills and certifications
2. territories 
3. time zones
4. secruity roles
5. mobile offline profile 

modify workers' secruity setting - see and Access 看到的效果和权限

provide users with a download link - email with download url 带有下载链接的而邮件

适用setup wizard 设置默认secruity roles and mobile offline profiles.

设置完成之后

• view a list of all frontline workers include names, emails address, and home address
• view and update individual forntline work details， such as home address, security role, mobile offline profile.

make sure that you select the Send frontline workers email with link to download app checkbox on the Quick Set Up: Frontline Workers form.

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work with the mobile app

navigate the mobile app

account, contact, customer assets included.

site map 

1. home - home screen calendar
2. my work - booking acitivities, assigned work orders
3. customers - acoounts and contact records
4. assets - IoT
5. time reporting - time-off requeist and time entry

view scheduled work orders

• agenda  - grouped by date 
• day - in a daily calendar view

travel to job location

functional location

perform and record work

take notes with attacehd pictures, videos, and files.

create follow-up work orders.

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service customer assets

客户资产的好处

- 详细信息

- 历史记录

- IoT 远程链接

*functinal locations

bacode scanning 二维码扫描

inspections

• offline first support
• customer assets

internet of things

• view IoT data
• register new IoT devices
• send commands - to troubleshoot

view summary tiles and device readings

internet connectivity, within following scenarios:

• online - not recommended.  the app is not usable without internet.
• offine first - without internet connection / with internet connection 

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more mobile app capabilities

capabilities:

• time entry and time management tracking
• IoT device management and servicing
• engaging with subject matter experts by using remote assist

time entry

• provide reproting that is related to time spent on projects
• provide a better view of how resources are being used
• help in billing and invoicing for service that is provided

tigger dynamics 365 remote assist for remote collaboration

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check your knowledge

1. remote assist 可以与内部sme专家合作
2. frontline workers是代表正在现场工作的人
3. assest包含IoT设备