Find Resources using Map View

One of the common scenarios for schedulers/dispatchers using Dynamics 365 Field Service solution involves finding a technician to attend to an urgent or emergency service call. Resources who are in the area close to the service location are preferred due to urgency of the call. If the resources who are in the area are busy i.e. booked for routine Work Orders, they do not show up as “available” when using Schedule Assistant. How do you find the resources close to the service location who may be booked for lower priority routine work orders?

The Map View feature of the Schedule Board makes this possible. Once you locate the nearby resources, you can reschedule them from lower priority routine Work Orders and assign them to urgent Work Orders.

Here are the steps to accomplish this.

1. Navigate to Schedule Board
   
   Field Service > Schedule Board

2. Click on the Map View tab under Filter and Map View on the left-hand side of the Schedule Board

3. Select Resources
   
   Select resource you want to see on the Map by clicking on individual pin next to the resource or select all resources by clicking on the icon at the top.
   
   

4. Search for the Requirement (Work Order)
   

Click on the Search (magnifier glass) icon.

Enter the Work Order Number (resource requirement) for which you want to find available resources, press enter and click on Add.


You can even create a new Resource Requirement from within this form.

5. Locate resources on the map
   
   The Requirement you selected is shown as a pin with a “?” and a circle under it. Resources are shown as solid colored pins. You can hover over the pin to see the name of the resource. You can use the + or – buttons to zoom in or out on the map.
   
   

Analyze Costs and Gross Profit for Dynamics 365 Field Service Work Orders

Dynamics 365 Field Service solution automatically calculates the subtotal and total amount to be billed for the Work Order based on Products and Services used. However, it does not calculate the total cost at the Work Order level.

Field Service managers like to analyze costs and profitability by various dimensions such as:

• Resources (technicians)
• Equipment
• Territories
• Geography
• Dates, etc.

This requirement can be addressed by creating rollup and calculated fields in the Work Order entity.

I created the following custom fields in the Work Order entity and added them to the Work Order form.

Field	Data Type	Field Type	Description
Total Product Cost	Currency	Rollup	SUM of Total Cost from related Work Order Product records where Line Status = “Used”
Total Service Cost	Currency	Rollup	SUM of Total Cost from related Work Order Service records where Line Status = “Used”
Total WO Cost	Currency	Calculated	Total Product Cost + Total Service Cost
Gross Profit	Currency	Calculated	Subtotal Amount - Total WO Cost

These fields can be added to views and may be used for reports and dashboards for better insights into Work Order costs and profitability.

Dynamics 365 Field Service Data Model

In the previous post, I discussed how to build a Power BI data model for Dynamics 365 Field Service.

While writing that post, I searched the web and Microsoft sites for Entity Relationship Diagram (ERD) for Work Order and related entities. However, the search returned no results.

I used the metadata diagram tool to generate the following diagram for the Work Order (msdyn_workorder) and related entities. It can be expanded to include more entities as needed.

You can download the Visio diagram (.vsd) here.