Dynamics 365 Field Service : Modify default Field Service settings

 Default Field Service Settings in Dynamics 365 Field Service and their purpose:




General

Sets up core components like territories, tax codes, products, and price lists. These form the foundation for field service operations.

Copilot Settings

Used to enable and configure AI-powered summaries for work orders inside the application, helping users quickly understand key details.

Work Orders

Defines everything related to work orders—like types, sub-statuses, incident templates, service tasks, and inspection templates.

Service Delivery

Controls service-related settings such as entitlements and agreement sub-statuses, ensuring clear rules for service delivery and coverage.

Purchase

Manages purchase order configurations, helping streamline procurement workflows within field service.

 Inventory

Handles inventory return processes through settings for RMA (Return Merchandise Authorization) and RTV (Return to Vendor) sub-statuses.

Knowledge Management

Enables setup for knowledge base articles and FAQs, helping technicians access helpful information while on-site.

Microsoft Teams Integration

Allows seamless integration with Microsoft Teams so technicians and back-office staff can collaborate without switching apps.

IoT

Connects Field Service to IoT devices, enabling real-time monitoring and automated actions based on device status.

 Geofencing

Sets up geographic zones and triggers events when technicians enter or leave defined areas, improving location-based decision-making.

Analytics & Insights

Activates dashboards and reports such as predictive work durations and historical analytics to monitor performance and trends.

Geolocation

Manages GPS-based features and boundary settings, helping track technician movements and enforce location constraints.

Field Service Health

Provides insights into the overall system health and performance of background jobs related to field service processes.

Asset Properties

Configures additional details for customer assets like custom property fields, supporting advanced asset tracking and service history.



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