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Sanjaya Yapa - Dynamics 365 Field Service: Implementing Business Solutions for the Enterprise

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Sanjaya Yapa Dynamics 365 Field Service: Implementing Business Solutions for the Enterprise
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Book cover of Dynamics 365 Field Service Sanjaya Yapa and Indika - photo 1
Book cover of Dynamics 365 Field Service
Sanjaya Yapa and Indika Abayarathne
Dynamics 365 Field Service
Implementing Business Solutions for the Enterprise
1st ed.
Logo of the publisher Sanjaya Yapa Mount Waverley VIC Australia Indika - photo 2
Logo of the publisher
Sanjaya Yapa
Mount Waverley, VIC, Australia
Indika Abayarathne
Victory, WA, Australia

Any source code or other supplementary material referenced by the author in this book is available to readers on GitHub via the books product page, located at www.apress.com/978-1-4842-6407-2 . For more detailed information, please visit www.apress.com/source-code .

ISBN 978-1-4842-6407-2 e-ISBN 978-1-4842-6408-9
https://doi.org/10.1007/978-1-4842-6408-9
Sanjaya Yapa and Indika Abayarathne 2021
This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed.
The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use.
The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, expressed or implied, with respect to the material contained herein or for any errors or omissions that may have been made. The publisher remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.
Distributed to the book trade worldwide by Springer Science+Business Media LLC, 1 New York Plaza, Suite 4600, New York, NY 10004. Phone 1-800-SPRINGER, fax (201) 348-4505, e-mail orders-ny@springer-sbm.com, or visit www.springeronline.com. Apress Media, LLC is a California LLC and the sole member (owner) is Springer Science + Business Media Finance Inc (SSBM Finance Inc). SSBM Finance Inc is a Delaware corporation.
Introduction

Managing field operations is one of the tedious tasks faced by modern businesses that provide services to their clients at the doorstep. These organizations face many challenges when providing services to their clients, including allocating work, tracking live inventory movement, etc. Dynamics 365 Field Service overcomes most of these challengesand can be extended to meet the specific needs of a business.

Since there is a huge demand for this product in the market, Dynamics 365 Customer Engagement developers should be able to learn the product swiftly. The objective of this book is to provide a complete guide with practical examples of how to configure and customize Field Service. This book is a step-by-step guide to provide a solution to a business problem.

The book begins with an introduction to Dynamics 365 Field Service and how to set it up with your Dynamics 365 subscription. We then explore how to configure the application. In the beginning, the book will guide the reader on allocating work, resource management, and inventory movement. We explain how to configure both Field Service and Field Service Mobile using the Woodford configuration tool. One of the main topics covered is how to apply security to both Field Service and Field Service Mobile.

The book provides suitable examples for the reader to better understand the concepts and apply them in practical scenarios. We also elaborate the best practices for configuring and customizing Field Service. This book is a stepping stone for Dynamics 365 Customer Engagement developers/consultants to become a professional in Dynamics 365 Field Service.

Acknowledgments

About six months ago, we took over the mammoth task of writing this book. It would not have been possible without the kind support and help of many individuals. We would like to extend our heartfelt gratitude to all of them.

We are thankful to Scott Durow for providing valuable technical reviews.

We would also like to express our thanks and appreciation to our families for encouraging us to achieve this milestone. We are also indebted to all our mentors for their guidance, encouragement, and the opportunities they gave us throughout our careers. Special thanks go to Nadeeja Bomiriya and Ajith Premaratne.

Finally, we would like to express our gratitude to our friends for their encouragement and inspiring words to move us forward.

Table of Contents
About the Authors
Sanjaya Yapa
currently works as a Microsoft Dynamics CEFS Solution Architect in Melbourne - photo 3

currently works as a Microsoft Dynamics CE/FS Solution Architect in Melbourne, Australia. He has more than 14 years of experience in the industry. He has been working with various Microsoft technologies since 2005 and possesses a wealth of experience in software development, team leadership, product management, and consultancy. He specializes in Dynamics 365 Customer Engagement, Field Service, and Application Lifecycle Management.

Indika Abayarathne
is from Melbourne Australia and currently works as a Lead ConsultantSolution - photo 4

is from Melbourne, Australia, and currently works as a Lead Consultant/Solution Architect. He started the Dynamics CRM journey in 2008 and has performed different roles in software development and consultancy. He blogs about technology and his development experience and expertise at crmfortress.com .

About the Technical Reviewer
Scott Durow
is a Microsoft Business Applications MVP specializing in Dynamics 365 and Power - photo 5

is a Microsoft Business Applications MVP specializing in Dynamics 365 and Power Platform. He is a passionate software architect, technologist, blogger, and speaker, as well as the author of multiple tools, including the Ribbon Workbench. His software career spans more than 20 years, during which he has moved from assembly language device driver programming to industrial control software to enterprise business applications. Find him on Twitter as @ScottDurow and read his blog at scottdurow.develop1.net .

Sanjaya Yapa and Indika Abayarathne 2021
S. Yapa, I. Abayarathne Dynamics 365 Field Service https://doi.org/10.1007/978-1-4842-6408-9_1
1. Introduction to Field Services
Sanjaya Yapa
(1)
Mount Waverley, VIC, Australia
(2)
Victory, WA, Australia

During the past few years, we all have seen a major shift in technologythe use of mobile devices in our day-to-day lives. Gradually, organizations started to use mobile devices for their business processes to provide better and faster services to their customers. Some organizations provide services or sell goods at the customers doorsteps. In such businesses, the mobile device is playing a key role. Apart from that, organizations must also manage their workforce in the field. This is where the concept of

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