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Connected Field Service & RSO Presented by – Shailesh Wath Sr. Dynamics Field Service Expert
16

Connected Field Service and Resource Scheduling Optimization

Jan 21, 2018

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Page 1: Connected Field Service and Resource Scheduling Optimization

Connected Field Service & RSO

Presented by –

Shailesh Wath

Sr. Dynamics Field Service Expert

Page 2: Connected Field Service and Resource Scheduling Optimization

Agenda

• About CloudFronts

• Connected Field Service Dynamics 365

• Resource Scheduling Optimization ( RSO )

• Q & A

Page 3: Connected Field Service and Resource Scheduling Optimization

About CloudFronts

• Incorporated on 1st June, 2012 and based out of Mumbai, India.

• Focused on Dynamics 365, Power BI and Azure

• A team of around 50 Architects, Developers and Project Managers

• 100% Focused on Microsoft Technologies

• Clients around the globe.

Page 4: Connected Field Service and Resource Scheduling Optimization

Microsoft Recognition

Page 5: Connected Field Service and Resource Scheduling Optimization

Industry Verticals

CloudFronts has industry expertise in deploying Microsoft Solutions across various verticals.

Key industry verticals –

Professional Services

Financial Services

Pharmaceutical

Trade & Logistics

Retail

Field Services

Page 6: Connected Field Service and Resource Scheduling Optimization

Clients and Partners

Page 7: Connected Field Service and Resource Scheduling Optimization

Connected Field Service

• High Level Architecture

• Configuration Steps

• Demo

Page 8: Connected Field Service and Resource Scheduling Optimization

High Level Architecture

Page 9: Connected Field Service and Resource Scheduling Optimization

Supported Developer Scenarios

• Extend Connected Field Service for Microsoft Dynamics 365

• Provide an IoT Platform that ISVs and partners can build on to IOT-enable their Dynamics 365 custom entities and managed solutions.

Page 10: Connected Field Service and Resource Scheduling Optimization

1st Scenario Capabilities

• Abstract device registration in an action

• Enable any CRM entity to be IOT-enabled

• Receive service alerts and automating their response with a customized workflow

• Send remote commands to IoT devices

• Analyze incoming device data, and displaying aggregate, trend and other metrics in custom dashboards

Page 11: Connected Field Service and Resource Scheduling Optimization

Particle Electron Device

Page 12: Connected Field Service and Resource Scheduling Optimization

Resource Scheduling Optimization

1. Configure Settings for and related to RSO

2. Create Schedule: Defines when RSO should optimize bookings

3. Create Scope: Defines what RSO should optimize

4. Create Goal: Defines how bookings should be optimized

Page 13: Connected Field Service and Resource Scheduling Optimization

Resource scheduling optimization

WO #1 WO #2

WO #4 WO #5

WO #7 WO #8

WO #10 WO #11

WO #48 WO #49

WO #3

WO #6

WO #9

WO #12

WO #50

WO #1

WO #2

WO #4

WO #5WO #7

WO #8

WO #10

WO #11WO #48

WO #49 WO #3WO #6

WO #9

WO #12

WO #50 Travel distance

Working hours

Priority

Skillset

Promised time windows

and more

Page 14: Connected Field Service and Resource Scheduling Optimization

Is RSO right for my organization?

# of Field Agents # of Work Orders Possible Combinations

1 5 5

2 10 90

3 15 2730

4 20 116280

20 100 1.3 x 1039

Once the number of field agents or work orders reaches a threshold, our algorithms can truly make a difference!

Page 15: Connected Field Service and Resource Scheduling Optimization

Next Webinar

• Dynamics 365 Portals on 30th March 2017

Page 16: Connected Field Service and Resource Scheduling Optimization

Connect with us!

https://www.linkedin.com/company/cloudfronts

@cloudfronts

https://www.youtube.com/cloudfronts

[email protected]

CloudFronts Technologies, LLP.+1 855 796 4355 (USA) | +91 92 2358 3878 (India)

Write to us : [email protected]