Practice Lab 10 - Field Service mobile app

Scenario

Contoso Coffees’ onsite workers will be using the Dynamics 365 Field Service mobile application to service customers. They need to ensure that they can see items that are scheduled for them but can also use the application to complete their work orders.

In this lab, you will be deploying the Field service Mobile application to a mobile device, and then leveraging it to complete work order.

Exercise 1 – Deploy Field Service mobile app for frontline workers

In this exercise, you will be deploying the Field Service Mobile application to a mobile device.

Task 1 – Configure security and offline profile

  1. In the Dynamics 365 Field Service app, click Home.

  2. Under Set up your frontline workers, click Set up.

  3. Select your user for Users.

  4. Select your Time Zone.

  5. Click Save and Close.

Task 2 – Create work order

  1. In the Dynamics 365 Field Service app, click the Service area in the bottom-left of the sitemap, and in the Scheduling group select Work Orders.

  2. Click + New.

  3. Select the [your prefix] Relecloud account you created in an earlier lab for Service Account.

  4. Select the [your prefix] Service Printer incident type you created in a previous lab for Primary Incident Type.

  5. Select the Settings tab.

  6. Select the [your prefix] Normal priority you created in a previous lab for Priority.

  7. Click Save.

  8. In the Dynamics 365 Field Service app, click the Service area in the bottom-left of the sitemap, and in the Scheduling group select Schedule Board.

  9. Select the [your prefix] Board tab.

  10. Expand the Booking Requirements pane at the bottom of the board.

  11. Drag the requirement for the work order to an available slot for today or tomorrow for your resource.

Task 3 – Install the mobile app

  1. In your mobile devices app store, search for Field Service Dynamics 365.

  2. Select the Field Service (Dynamics 365) app and install.

  3. Open the app.

  4. Tap Sign in and log in with your Dynamics 365 tenant credentials.

  5. Verify that you can see the booking you made in Task 2.

    Exercise 2 - Complete a work order using the Field Service mobile

    In this exercise, you will be walked through the process of completing a work order using the Dynamics 365 Field Service mobile application.

    Task 1 – Process the booking

  6. Tap to open the booking.

  7. Change Booking Status to Traveling and tap Save. The color of the booking on the schedule board will change.

  8. Change Booking Status to In Progress and tap Save. The color of the booking on the schedule board will change.

  9. Tap the Customer tab.

  10. Tap Get Directions.

  11. Close the mapping app.

  12. Tap the Service tab.

  13. Check the Clean Printer Assembly task.

  14. Check the Replace Toner task.

  15. Check the Final Test task.

  16. Tap to open the Inspect Printer task.

  17. If you have barcode available click on the barcode symbol and allow the app to use your device and scan a barcode.

  18. If you do not have a barcode, enter ABC888 for Serial number.

  19. Select Good from the Condition drop-down field.

  20. Enter 500 for Page Count.

  21. Enter All ok for Comments.

  22. Tap on Photo and allow the app to use your camera and take a photo.

  23. Slide % Complete to 100.

  24. Select Pass for Result.

  25. Set Actual Duration to 15 minutes.

  26. Tap Save.

  27. Tap < to return to the booking.

  28. Tap to open the Printer Service Fee service.

  29. Tap Used for Line Status.

  30. Tap Save.

  31. Tap < to return to the booking.

  32. Tap to open the Remote Printer product.

  33. Tap Used for Line Status.

  34. If a popup message appears that says you do not have quantity on hand, click OK.

  35. Tap Save.

  36. Tap < to return to the booking.

  37. Tap the General tab.

  38. Change Booking Status to Completed and tap Save.

  39. Tap < to return to the agenda.