Dynamics 365 Field Service (On-Premies) Retirement FAQ

Dynamics 365 Field Service is changing as Microsoft is no longer going to support on-premises versions of it. You might have a few questions in your mind. So, here are the answers you are looking for.

Instead of using a cloud-based service, Dynamics 365 Field Service (on-premises) allows enterprises to install and execute Field Service version 7 and applications on their workstations. After June 30, 2022, on-premises implementations of the Field Service app will no longer have the support.

Dynamics 365 Field Service (on-premises) will not be available from June 30, 2022.

If your company currently uses dynamics 365 field service features, you must migrate to Dynamics 365 Field Service.

Yes. The Dynamics 365 Migration Program is available to help our customers migrate from on-premises to the cloud.

Field Service Mobile (Xamarin) will be deactivated on June 30, 2022, and will no longer be available. Visit the Microsoft documentation for more information on the Field Service mobile apps.

According to the Dynamics 365 on-premises licensing guide, licensing for Dynamics 365 Field Service (on-premises) is provided through dual-use licenses. Organizations that already have Field Service licenses for on-premises implementations can use them online for dynamics 365 field service.

The on-premises version will remain available for your organization if you’ve already installed it. However, Microsoft will no longer offer new Field Service (on-premises) installations in the dynamics 365 field service upgrade. In addition, after June 30, 2022, the Field Service Mobile application, which works with Field Service (on-premises), will be abolished and no longer available.

You can check out the  Infrastructure and availability PDF by Microsoft. It describes areas where the sovereign cloud Dynamics 365 and the field service Dynamics 365 are available.

 Yes. A verified upgrading process to the current online version of DynamicS 365 Field Service will require the on-premises version to be upgraded.

Field Service

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If you seek more information about Microsoft Dynamics 365 Field Service Australia, let the team of DFSM help you with it. We understand that you need to resolve issues at the end of the Field Service technician. Just remember that there is a need for an upgrade if you want to deliver the best customer service.

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Get a clear view of assets with Microsoft field service

When company assets are unorganised it creates many problems. So it’s important that you have a solution to ensure that your assets are clearly organised and easy to manage too. Microsoft field service is one of the solutions helping businesses to understand your assets and manage them accordingly. 

Recently, Microsoft has added this functionality in Dynamics 365 Field Service. This system allows you to organise asset management functionality to work for you. Field Service now offers support for scenarios regarding servitization, business model, rental equipment, and work order management for the manufacturers. Further, the same features allow you to create work orders for assets, even if both work orders and assets have different accounts.

field-service d365

Key Features of Asset servicing with Dynamics 365 Field Service

asset management d365

Asset management allows you to maintain the list of serviceable items related to the service location. You can record the information, check the sub-assets of every asset, and the hierarchy of assets becomes manageable. In short, the whole life cycle flows with the process between Dynamics 365 Field Service and Dynamics 365 Supply Chain Management.

The functionality of the system uses a common data service, and organizations can leverage the combined capabilities of Asset Management and D365 Field Service – managing both the internal and external assets.

·     Servitization

This feature allows you to keep the account of assets, set the functional location, and relate it to the end customer. Then create work orders for the account in the possession and select the asset and location.

·     Rentals

There are two different instances where rentals come into play. One is the company in the rental business but also selling services. They will have to create an account for one asset that they rented from another company. Then, they use the system so that they can keep account of an asset and create work orders against it.

The second scenario is the company owns the product and rents it further to the customer. They can store a physical location as a functional location. In this case, the company will have an account to manage the account that rented the asset. Moreover, the work order address will come from the functional location. You can disable the asset validation, and the account will remain the true power of the asset.

·     Manufacturers

Many customers are always in need of more flexibility in assigning work orders for assets. So, they can request the same asset throughout life.  

·     Suggest re-parenting asset

In some cases, businesses don’t have any record of their assets once they are sold. Some other scenarios show that businesses keep the records of all the assets. In either case, you will need to create a work order. Field Service will update the asset and link it with a new account. With this feature, if the account of the asset does not match the account on the work order, you can update the account with one click if it shows the prompt.

Example of asset management in the manufacturing industry:

Let’s take an example of customer asset functionality for a better understanding. Here we have a hierarchy for Air conditioner.

How the AC works?

The main asset is the air conditioner, but the other parts of the AC are sub-assets. Now, every sub-asset has its functionality and businesses with the D365 Field Service meaning one can easily manage these assets and their information, linking them to supply and chain functionality.

  •     Evaporator
  •     Blower
  •     Condenser
  •     Compressor
  •     Fan

Bottom Line

 

If you are looking for guidance on these new asset management functionality and how to use them to your advantage, let the DFSM team help you with it. Additionally, we can offer the implementation services for complete D365 for field service. Let’s talk and discuss the strategy according to your business.

 

Gartner, D365 Field Service as Magic Quadrant Leader

Dynamics 365 for field services is serving companies to smoothly run business processes with features like scheduling, inventory management, contract management, support system, and customisation. So, as the tool is managing and automating the manual process, Gartner position this year  Filed Service as a Magic Quadrant Leader.

As a leader, it has the ability to be focused, and it helps FSPs to improve the equipment reliability outcomes and charge a premium accordingly.

All of it focuses on the Microsoft Dynamics 365 Field Services and its support with Remote assist, HoloLens and integration with Azure IoT central and Teams. Additionally, the recent introduction to mobile knowledge guidance via a bot is also making a lot of difference.

 

Estimates by the Gartner

 

According to Gartner estimates about the customers who had implementation through the Microsoft partners are more than half of Microsoft’s 400,000 FSM users.

They are either from North America, and other divided around the world and the ones in EMEA tend to be in the energy, public, insurance, and manufacturing sectors.

So, considering these estimates, here are some of the strengths of field service automation and Cautions for the existing or new customers.

Strengths

 

  • Platform:

The use cases of the FSM comes with the tailored offerings of Microsoft’s Azure IoT (Hub and Central), Power platform (Power BI, Power Apps, Power Automate, Flow and Common Data Service) and mixed reality (Remote Assist, which includes guidance authoring, sensor visualization and collaboration). So, if we take the example of them pushing diagnostic commands to customers’ equipment, schedule the work duration and also collaborate with the subcontractors – it can be quite useful for the organisations.

  • Sales execution:

Grant also estimate that there was the largest number of license generation for the vendors in this Magic quadrant. It was quite handy for the existing customers of Microsoft as they were successful in the areas such as integration and code reuse across the products.

  • Deployment Modes

When it is about the high degree of choice in deployment, the first name that comes in mind is Microsoft. It can be a decision of customers if they want to reside in the services in private, public or government clouds.

Cautions

 

  • Industry strategy:

The design of the core Microsoft Dynamics 365 Field Service product is horizontal. So, the customers depend on the partners for expertise, templates, and all the strategy work too.

  • Product Depth:

It is a recommendation for the organisation operating complex functionality requirements should check with the abilities and expertise of Microsoft’s partner and their company too. It is huge and customers finding the lack of capabilities in areas like planning, subcontractor enablement and native customer portals can create a huge problem.

  • Thought Leadership:

The press coverage for Microsoft thought-leading content is limited, depending on the size of a company. The focus of Microsoft is more about the ability of the platform than helping clients on how its FSM can be different. So, it is now on the companies to get the partners who can guide you about improvement and appropriate health checks to ensure a definite success.

Now, you have the checklist about the strengths of the field service management software and also the kind of partner you should choose. And you must know that DFSM has got it all for you.

So, if you are still wondering how a connected field service dynamics 365 can change the way your business works, you need to find a partner with exceptional expertise.

Final Thoughts

 

We at DFSM have a large team to help you with the integration and implementation of any Microsoft Dynamics 365 . So, to ease your implementation process and understand the tool along with its features beforehand, you must take a dynamics 365 field trial(Free).

Once you start getting used to the platform and understand how it can help solve your business needs, you can always choose your premium package and we can go further with the process of implementation.

So, by any chance you want to dig deeper into the information and make sure that you are making the right decision, DFSM has the experts to  assist you.

Dynamics 365 shipping integration in FO and Field service

Shipping in today’s world is one of  the demanding services in Retail and e-Commerce industries.

Managing it through advanced solutions is now the only way to keep up with the pace of the modern shipping process. Here comes the integration of supply chain cloud for shipping and DFSM has the experts to ease the process of Integrate shipping in dynamics 365 finance and operation and field service.

If you are still wondering about the facilities of this integration, we can help you with understanding all the benefits of it.

 

How D365 shipping solution is benefiting your business?

Whether it is about the dynamics 365 FedEx integration or any other company you are in contract, the solution has got your back. We at DFSM are constantly observing business needs and the main advantage you can have is our partnership with various companies. You can have all the carriers in one screen and select the right carrier for any shipment.

So, while we are talking about the benefits of the dynamics 365 shipping solution, let’s dig a little deeper to know more advantages of its integration.

Minimize freight cost

 

The major benefit of the shipping integration for FO or field service is that it reduces the freight cost, it connects you to the various partners to streamline your customer services.

Accurate shipping estimates

 

You get the data access directly from Dynamics 365 and the cloud helps you to estimate the accurate cost based on the main factors such as destination, delivery rates and package attributes.

Tracking information in real-time

 

To enhance customer service, you can select the best delivery methods and make sure that information from billing to the account assignment is accessible.

 Security & accuracy

 

Moreover, the cloud is secure and steady. It provides you latest updates including the latest delivery and shipping rates for all kinds of services.

  Platform Connections

 

It connects you to the E-commerce site for accessing the info directly and you can also activate the POS to manage items in the store. Additionally, the connection with a business central and supply chain effects directly to the efficiency of the store and shipping services.

Features of Supply Chain Cloud

Here some of the main features of the cloud that you can utilize once it is integrated and you can have all of it on the dynamics 365 shipping carrier interface.

 

  • Integration with Parcel Carriers
  • Tracking Numbers
  • Label Generation
  • Multi parcel shipment
  • Accessorial Support
  • Account Assignment

 

Contact DFSM for dynamics 365 field service shipping integration

 

 

So, while you are aware of all the benefits, you still need experts and consultants to help you with the integration process. The professionals are aware of the process along with the other dynamics of the business. So, get the best advice right on the time when you need it. We plan and execute the integration process keeping all the constraints and benefits in mind and you can sit back while we set your business on the path of success.

 

Conclusion

 

The main purpose of the cloud integration is to streamline your shipping strategies. Therefore, you can simply track all the information, choose the carrier of your choice, get the accurate estimates of the cost, and also reduce the freight cost. Now, isn’t it a great deal to be able to manage your shipping operations without a hassle? Reach the experts of DFSM and let them help you with the process of integration

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