>> Hello everyone. Thanks
for joining us today.
We are going to walk
you through some of
the new features for Dynamics
365 for Field Service,
especially around
the scheduling area.
We're going to walk you through
a few features that we
are going to show in.
One of them is Quick Scheduling
where we are going to present
a new simple UI for your dispatcher,
Resource Manager, and
other personas who could
use this simple flow
to make your bookings.
We're also going to walk you
through a feature that is
going to present with
more capabilities in
terms of updating the travel time for
your technicians who are working
between different locations.
Whenever there is a change in
the travel time for
subsequent booking,
the travel time for
the bookings next to
this booking would be updated.
Let's get into a demo and
show this new features.
Now we have a work order which is
based for maintenance
at bottle location
and your user is
looking at making a booking
for this resource requirement.
Usually you'd use
your book button and launch
your full scheduling capabilities
using the scheduler system.
However, for some of the personas,
we don't need the full suite
of capabilities that are
presented by scheduler system.
We have a lightweight tool
right for you which
is going to present
the recommendations
right upfront and help you
make a decision on making
a booking and have your technician
go to respective booking.
When you see this
requirement up here,
it is basically a simple requirement
for 29th of March worth
two hours of duration.
Once you go ahead and
click the "Book" button,
you'd see a flyout panel which
right comes in and shows
the recommendations based on
the availability of the resources.
Here you would see the time slots
and the recommendations are
combined with the resources that are
available for each
of those time slots.
Now, you could go ahead and choose
a time slot data that is
available for you and pick
a resource and then go right
ahead and make the "Book" button
which creates a booking
for your technician.
So, the booking information
is presented right up here,
and you would see the day, time slot,
duration the technician
who's going to work,
and at this location and
you're booking is ready.
Voila! However, there
are few things that
this little tool offers us where you
could click on the "Book" button and
see a few capabilities that
this tool presents up here.
You could choose
a resource that you would
want to look for or work with.
You could see
the available time slots.
You could pick a different
date if you have in
your time range or you could go
ahead and just choose a time slot,
not worry about the technician
who's going to work at
your requirement and then go
ahead and click "Book" button.
At the same time,
if you still need
the capabilities that the
scheduler system presents, yes,
we still have it for
you and you could
click on the "Open Schedule
Assistant" right up
here and it opens up
your full-blown scheduled
assistant expedience like
it always does and
you could choose a resource
from here and try ahead,
go make a booking for him.
Now we are going to show how
easy it is to configure
Quick Book at an entity level.
All the schedulable entities in
your organization could be enabled or
disabled for quick booking
rely on your old Schedule
Assistant experience.
Let's take a quick look on
how that could be done.
I'll be going into the "Settings"
area and then go into the
"Administration" and then you see
the Enable Schedule Entities.
You would see the Enabled Entities
right here in the list.
You could choose an entity which
is what you are trying to look for.
Once the entity opens up,
the booking setup
metadata form is opened.
You would see that there is
a new configuration field which
is called Enable
Quick Book Yes or No.
So it's that simple.
As your business demands,
you could switch between
the Quick Booking Experience or
the existing Schedule
Assistant Expedience.
Let's get into our next feature
which is Travel Time Updates.
We have our technicians
travel every day from
location to location based on
the work that they're working on.
Now when we make a booking,
the travel time is presented for
that resource assuming
the start location is going to be
his organization unit or
his specific resource centers and
then the distance is
calculated between
that address to the address
that he needs to travel.
However, if a booking is made
before the specific booking,
then the travel time changes
because he's not
actually travelling from
his home location but
he's traveling from
his previous work order location
to the next work order location,
so that effective travel time
needs to be updated.
That's what we have
in our new feature.
There are a few changes and
improvements that we did with
ours Travel Time Updates.
One of them is presenting
a travel time when you drag and
drop a resource requirement.
Now we have a requirement for
service repair at Tacoma,
however, this technician
is already booked for
a work order in Bellevue.
His home location is Seattle.
So, initially he's
traveling from Seattle to
Bellevue location which
is 28 minutes of a drive.
However, if the dispatcher
decides to make a booking
before this booking and
he is being made to go
to Tacoma for a service
repair appointment,
he's going to drag and
drop the requirement
into the scheduled board
to [inaudible].
Now the travel time for
this booking is presented,
which is 51 minutes,
for him to travel from
Seattle to Tacoma.
But at the same time,
you see that there is
an updated travel time
for the next work order.
It used to be 28 minutes but now
it became 41 minutes because
that is the time it is
going to take for him
to travel from Tacoma to Bellevue.
The other feature that
I wanted to show today
is you could actually drag
a requirement or a work order from
a resource who is location agnostic
to a different resource who is
based out of a location in Seattle.
Now when you do that,
it quickly presents the travel time
and updates the work order with
enough information up
there for the booking.
Now getting to the configuration
part of this feature.
How could you enable
it? It's pretty simple.
You could actually switch
to the "Settings" area underneath
the "Resource Scheduling",
go to the administration and
"Scheduling Parameters" area.
Once you are here, in the
"Scheduling Parameters",
you would see that there
is a configuration
setting which is called
auto-update booking travel.
Once it is turned on, your Travel
time updates feature will be
enabled for your scheduling purposes.
Thank you for watching
our demo today.
I hope you like our new features.
For more information
on this new features,
stay tuned to release notes
or field service application.
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