Using the Power Platform to Transform your Field Service and Work Order Processing
Sr. Solutions Architect
Email: [email protected]
Shawn Tabor
#HSCCATLANTA19
Global Field Service Director
Microsoft
Ben Vollmer
#HSCCATLANTA19
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What is Long Term?
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Who is this?
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“Microsoft is committed to empowering people and organizations to achieve more and our collaboration with Norsync helps accelerate this mission, “said Param Kahlon, GM, Product Management, Microsoft Dynamics CRM. “The new mobile offline capabilities provide a richer offline experience for end users, allowing them to be productive, even when they are on the go. Norsync’s technology helped us to rapidly develop and deploy a scalable offline solution that meets enterprise needs.”
Was MoCA Offline ?
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Smart glasses and contact lenses
Health monitors
Safety monitors
Smart clothing
Language translators
Haptic feedback technologies
Biometric security technologies
Drones & other aerial assets
What is Mobility?
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Device Usage by Platform iOS
49%
Android29%
Windows22%
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http://smartagent.trekstor.de/home.html
Extended Mobility Example
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Question I am tired of hearing…
Should I use Field Service Mobile OR PowerApps
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Question I expect to hear….
How I use Field Service Mobile
AND PowerApps
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How to Choose
• High transaction volumes• Off line• Configurability• Use Case Alignment To Feature Set• Document Management• Other Data Sources
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• Specialized Configured Environment Specifically for Field Service Technicians
Field Service Mobile• Rapid Development• User interface for Flow and CDS
PowerApps
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F&O integration
Multi-resource requirements SLAs
Entitlement
IoTCentral SaaS offering
IoT Flow templatesMulti-resource scheduling
Facilities
Crews
Pools
Single resource optimization (RSO)
Push notifications
3D Models
Geofencing + Background
location
IoT commands
Correlate IoT alerts with work order lifecycleRemote Assist
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What is in Field Service MobileField Service Mobile client (not Resco MobileCRM) MUST be usedAn inspections offering is on our roadmapNo custom entity limit (was one in Field Service Mobile (2017))Licensing Activation Streamlined
The Field Service Mobile app is for FIELD SERVICE USE ONLY. Sales people should not be using FSM. Field Service workers CAN use sales entities, but that must be in the field service context. See our licensing guide for specifics.
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Field Service Mobile• New Field Service Mobile app
• Different from Field Service Mobile (2017) and Field Service Mobile (2016)
• Compatible with FS v7.5.5 and 8.2+• New flag on bookable resource to enable for
mobile app access• New mobile project template
• https://aka.ms/fsmobile-project• Important: import and create a derivative of the
mobile project, this will making uptake of new project versions less painful
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Important Links
Documentationhttps://aka.ms/fsmobile-docs
Mobile Configuratorhttp://aka.ms/fsmobile-configurator
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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PowerApps with Field
Service
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The logic for dynamically generating the URL from the Work Order record was simple to build:
Retrieve the app ID from the system value recordRetrieve the Work Order IDRetrieve the Service Account ID
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Concatenate the following values together: “https://web.powerapps.com/webplayer/app?appid=”“/providers/Microsoft.PowerApps/apps/” + APP ID”
This string was then URI encoded“&CustomerId=SERVICE ACCOUNT ID”“&WorkOrderId=WORK ORDER ID”
Open the URL Xrm.Navigation.openUrl(concatenated url string)
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And then…A HTML Button…. That calls that URL
Project formatReport editorRules editorCollaborationUser ExperienceSync Analysis
What’s new in Woodford HTML Configuration Tool
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Current App Version for Beta Testing: v11.3.100iOS Beta Link: https://aka.ms/fsmobile-ios-beta
Current Project Version for Beta Testing: v1.0.2097 Beta Project: http://aka.ms/fsmobile-project-beta
App Beta’s
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What's new in v11.3.100?- Changed deep link schema to fsmobile (used to be mobilecrm)- Azure Blob Storage for note attachments- Field Level Permissions defined in Dynamics 365 now respected- Bluetooth scanner functionality- Enforced minimum for GPS Age and Accuracy- Ignore 'seconds' part when calculating current time in TravelingCalculations.js- Auto-setting of CRM timezone- Ability to clear logs- Double message popup prevention added- Got rid of the "Failed" error that happens when backing out of Scan Customer Asset- Android reminders fixed
- Added filters so that app does not sync inactive records- Added missing barcode scanning permission- Fixed saving of offline Booking Signatures- - Fixed update address button error messageFixed date picker on Android- Fixed unresponsive iOS buttons- Disabled password clearing for OAuth- Fixed SQLite error during loading configuration- Fixed issue on iOS where user was not prompted to grant "Always" location permission to app- Add logging of sync filters- Changed Location Tracking Title and added a message body for Android location tracking notifications- Added sync filter for booking timestamps- PushRegistrationIntentService start fixed for Android 8+
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Number of available apps:• AirServer (aka.ms/airserver): iOS, Android over AirPlay. Free
License when registering with your @Microsoft.com address• MobiZen (www.mobizen.com/?locale=en): Android over web• Windows Connect App (www.groovypost.com/howto/how-to-
mirror-your-android-to-windows-10-with-the-connect-app/) Android / Windows 10 Phone
• AirDroid (www.airdroid.com/): Androidasda• APowerSoft (www.apowersoft.com/phone-mirror) AA AAAA
How do we demo the mobile app?
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Got More Questions?
Docs: https://aka.ms/fsmobile-docs
FAQ in docs.dynamics.com:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-faq-latest-version (other questions in left hand navigation pane)
New Help Page:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/mobile-get-help