Ledgeview Partners October Release Notes

The Microsoft Dynamics 365/CRM 2018 October Release has been a HOT TOPIC on the Ledgeview Partners blog the past few weeks, and we’re about to wrap things up with some final notes on Field Service General Availability Updates.

We’ll cover what we didn’t cover about Field Service last week in this post, but, if you haven’t already, we encourage you to peruse through previous blogs on the October Release before diving into this one …

Now that you know about all of the aforementioned updates, let’s wrap things up with the October Release, and give you the final notes on Field Service …

1. Capacity Scheduling (URS [Universal Resource Scheduling])
You can now specify how much effort is needed from a resource in the October Release.

The Scheduling Assistant will look at the Resources Capacity to see if the necessary effort is available.

This is a very useful tool for a facility. For example, a van would require the space of two cars.

2. Schedule Board Split-View (URS)
You can now dive deeper into information on the Schedule Board in certain situations, but still see the information from the original Schedule Board itself.

3. Enhanced IoT (Internet of Things) Central Integration (Connected Field Service [IoT])
With the release, you can now embed IoT Central Device State and measurement visuals directly within the Field Service Mobile Application.

You can store telemetry data from IoT Central in an Azure blob, and enable an embedded Power BI to visualize the data.

For the October ’18 Release, technicians can be equipped with and act on insight from IoT devices when on site, with a few options depending on the state of IoT Central

4. Enable More Objectives (Resource Scheduling Optimization)
You can now support preferred-resources as an objective. You can now define preferred-resources for requirements, as the optimizer will work to assign bookings to the preferred-resources first.

You can support best or least-matched skills as an objective to better meet SLAs (Service Level Agreements) and CSAT (Customer Satisfaction Scores), using best-matching skills, and balance cost-effectiveness with lower-matching skills.

5. Single Resource Optimization (Resource Scheduling Optimization)
This is a simple way to re-optimize a single-selected resource after their schedule has been modified.

6. What-If Analysis Statistics (Resource Scheduling Optimization)
RSO Administrators can now use simulation runs to adjust things like Optimization Scope, Objectives, and other parameters to aid them in understanding what the optimization results will look like prior to setting them for a recurring schedule.

Admins can now evaluate better by comparing simulation runs versus existing bookings.

Though this series of post covers the October Release Notes, there’s always something new to learn about Dynamics CRM.

As time goes on, technology evolves, and it’s important as a user or admin that you keep up.

To best keep up with key Microsoft Dynamics 365/CRM updates and insight, be sure to join us for our next user group webinar.

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