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Manage customer service for Inventory
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FAQs online signature
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How to manage customer inventory?
Key Steps in CMI: Inventory Tracking: Customers use various methods, such as barcode scanners, RFID tags, or inventory management software, to monitor their inventory levels in real-time. This provides them with accurate and up-to-date information on the quantity of products they have in stock.
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What does customer service mean in inventory management?
Proper inventory control helps drive a collaborative relationship between your business and its suppliers. This helps manage product flows. Great customer service stems from your ability to balance the demand and supply of products, which means your suppliers must have the most current information about product demand.
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What is the connection between the inventory management and customer service levels?
Proper inventory control helps drive a collaborative relationship between your business and its suppliers. This helps manage product flows. Great customer service stems from your ability to balance the demand and supply of products, which means your suppliers must have the most current information about product demand.
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How do you control service inventory?
11 inventory control procedures and techniques Prioritize location and accessibility. Establish the floor and layout arrangement. Get rid of unneeded stock. Set a cycle count schedule. Check stock quickly after delivery. Label all products. Keep an eye on expiration dates. Make sure you're keeping track of your inventory.
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How does inventory management improve customer service?
Efficient inventory management minimizes the dreaded “out of stock” message, preventing lost sales and frustrated customers. Real-time tracking and accurate product descriptions also build trust and transparency, while fast and efficient fulfillment ensures timely deliveries, exceeding customer expectations.
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What is customer service inventory?
The Customer Service Inventory is a tool that assesses individuals across sixteen personality dimensions critically important to success in customer service roles. A primary use is to determine whether a job applicant or employee will show: Concern for the needs of the customer. Respond respectfully even if provoked.
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What is customer-based inventory management?
A CMI system starts by entering all appropriate items into the system. The customer, with your assistance, then establishes both minimum and maximum inventory ranges for each of the items. Based on this information, you create recommended replenishment levels for each item.
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What is customer based inventory management?
A CMI system starts by entering all appropriate items into the system. The customer, with your assistance, then establishes both minimum and maximum inventory ranges for each of the items. Based on this information, you create recommended replenishment levels for each item.
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hi everyone and welcome we're going to take another minute or so just to make sure everybody has the opportunity to get logged on before we go ahead and get started today okay looks like a few more people are rolling in but um yeah we'll get the webinar kicked off and get started here um thanks again for joining us um today's webinar is inventory and asset management with Dynamics 365 field service my name is McKenzie L and I'm on the marketing team here at velosio I wanted to welcome you and kick off today's events with a couple of housekeeping items firstly everyone is currently muted but we do this want but we do want this to be as interactive as possible so if you have any questions go ahead and pop them in the questions Pane and I'll pass those over to the presenters at the end of the session this session also is being recorded and you'll receive a copy of it along with other resources following today's event again thank you for joining us and with that I'll go ahead and pass it over to our presenters Dave and Bill thanks McKenzie for the introduction uh as McKenzie mentioned we're going to talk about inventory and asset management with Dynamics uh 365 field service uh this is a part three of a three-part Series so hopefully this is the third time you're joining us so the agenda today we're going to do an introduction have uh discussion points customer story with a problem statement customer story with a solution outcomes and then bill will follow up with a demo here's a poll question that uh McKenzie will will post into the chat feel free to answer it all right should be popped up there yeah so the question here is what are your biggest challenges in managing assets please select the one that you most identify with um and then we'll kind of analyze those results that's good thanks for KY looks like some are coming through okay good location seems to be the biggest problem so far and then also visibility in plan services for the required asset oh good so those some topic we're going to talk about today um I I moved on to the int introduction slide can everybody still see Mackenzie can you let me close that poll um okay might have to reshare not see there we go perfect yep okay uh so introduction uh hi my name is Dave Sigler uh I'm with velosio I'm a Consulting manager for velio on the field service uh um lead for velosio I've got over 26 years of field service experience uh going back to where I was a tech on the ground to where I worked in management up to business analyst and then eight years ago I made a switch to Dynamics um configured one myself as a manager and fell in love with it and story goes on and on now here I am today so anyway that's me Bill would you like to do an introduction on yourself oh you muted bill I got one button right sorry about that hello everyone my name is Bill Malone I'm a technology specialist with Microsoft focused on Dynamics service and more specifically field service I've been with Microsoft it'll be 20 years in February and I've been working with Dynamics in one one way or another for the last 15 years today Focus as a technology specialist and I've been working in this role for about eight years thank you all for joining thanks B I'm just waiting for my slide to change there all right so the discussion points today is how to manage Assets in inventory in Dynamics 365 as I mentioned I'm going to talk about a customer story this is a story of a client that came to us at vasio with a a problem uh with tracking and and updating assets and we'll talk through that problem statement uh talk about the solution we put in place for them and then what outcomes they had from that so our customer story problem statement so a customer a client came to us they were having a lot of problems with tracking their assets um and it was real time being able to have real-time updates while on in the field for their teexs um and from my back in my days it was you you'd go to the field have paperwork fill it out get back to the hotel room and then you would have to upload things to to the computer or or key things in and that's the same problem that this client had so they had no no visibility into those realtime updates or the ability to update while they're on site history visibility uh they had no history visibility into what work has been done on an asset and uh um what parts have been replaced and also measurements like uh if there's certain like pressure gauges that they had to take measurements on or knowing the uh current software version of of the asset they didn't have any traceability into that uh replace replacement cost so this is a we actually uh put configured a a certain field on the asset that track TR the replacement cost of that asset and later on we were able to take a report that generated all of the activities that have been ever ever been recorded on an asset and gave them the ability to see if it was more costeffective to replace an asset than continuing service on that asset asset plan maintenance I saw there was some some individuals that marked this as a a problem for them um so they had no visibility they were tracking everything on Excel spreadsheets uh they they if if they had plan PMS prented Maintenance on asset they had it on an Excel spreadsheet if they had situations where they had to do up uh software upgrade updates or they had um like a certain part that needed to be replaced on a certain lot of of uh model numbers for an asset set they tracked all that in Excel too so they didn't have any visibility when they were scheduling their text to say hey while you're out there doing this service we also need a a preventive maintenance or we also need a uh a way to do the software upgrade while you're on site so there was lots of double and triple trips out to this asset to finish these things when you could have just been one trip um and then another thing is asset location tracking and I I saw uh on the poll that was an issue with some of these some of you that are on this call uh with Dynamics uh so with the with this client they they were unable to know exactly where their their assets were yes they knew like a certain like address they can go to an address but they couldn't if it was a large facility or if it was a um a a facility that had multiple buildings they had no way of knowing where exactly the asset was unless it was a tech that continually go went to that site and knew exactly where that asset was but as some of you will know assets can move so well the nice thing is being able to track that and they didn't have that visibility so what did we do for this client so we we brought them into Dynamics 365 um and in field service and for the real-time updates what we did was added the uh asset information to the mobile app so on the mobile app uh there's a way for the tech to update their work order but we also gave them the a the ability to not only update their work order at the time but uptate update certain information on an asset like if like we're going to say like uh tracking hours so while they're on site they can update the hours we made it a required field so every time they went to close out their work order that hour tracker was needed need to be updated uh history visibility uh we added uh asset priorities uh properties I'm sorry properties so what that is it's it's a way to track all these measurements that we talked about earlier um where where you can actually track their software version you can track the certain pressure gauges or certain voltages that you have to collect on on assets uh during your checks um and also just add native out of the box it gives you visibility into all the work orders and all the parts that have been replaced on that asset uh replacement cost uh as I mentioned earlier what we did was we actually added a field uh to capture that cost um and it was updated from their finance department so they kept track of the current cost of of that asset that model type and it was a way for them to to management to go and look at when parts are replaced or if parts are going to be replaced if it was just more cost-effective replace the asset um and then asset planned maintenance what we did was we set them up with service level agree with service agreements um so that they could know exactly when their prevented maintenance were for that asset or if there was any other plan services like uh like updates for parts or software upgrades um this just gave them the ability that when they went to schedule a tech they could see that there's other activities that are required for that asset so you could stack services on top of each other so when the tech goes out that one time to do a repair you see that the PM is due within the next three weeks go ahead and stack it on there put it on there so they they can they can complete both those tasks at the same time so you only get one trip and then asset location tracking what we ended up doing was configured what's called functional locations within Dynamics um and what's nice about functional location it shows that facility and you can dictate down to the room level if you wanted to you could say this asset is located at this facility this building second floor room 103 if you needed to so there's different levels you can you can and it's it's configurable by the end user so what were some of the outcomes of this so realtime updates the resources had the ability to access and update the asset information while they're on site uh as a org uh from the org level everybody could see the updates real time as near to real time but they were able to see changes instead of waiting for that paperwork to come in and um the information's keyed into the system uh history Vis visibility um again this is a org level whenever you go on that asset card you can see all the activities that have ever been done on that asset um you can start to look at failure Trends if you're starting to to look at those properties you can see like if there's certain values that are starting to Trend up or down you can start seeing that and then replacement cost as I mentioned earlier this is was a way for management to see and make that decision on when when parts are required is it more coste effective to replace that asset or not um asset plan maintenance as I mentioned earlier this just gave them full V visibility into what needs to be what's required to be completed on that asset um and gave them the ability to to stack stack scheduling on on resources asset location with the functional location as I mentioned it it just gave them the ability to say I'm going on site I I and this is my first time going on site I've never been to this location before for where is this asset and it gave them the ability to go into the asset record and actually see where it's located at that facility and now I get to turn it over to Bill to show you some of these cool pictures that we used to solution this these uh problem statements for our client all right bill you should be able to share your screen now for the demo I think Bill is still on can you hear me now yes yep we can hear you okay sorry can you see my shared screen I had a little hiccup there apparently yep can see your shared screen we can see the whole um PowerPoint app along with it as well the whole oh this is my one note page oh perfect okay yep we got the right thing so perhaps like you all I was taking notes as uh David was speaking and you know my goal was just to capture some of the terms he used and kind of map it to the customer story and the the problem statement and the resolutions you know things like where assets located how do I update them when I'm the technician uh working on the asset itself the types of information I have to capture from that asset as I work um and then things like how do I set up recurring maintenance um what does it look like when you have to track asset cost um he mentioned the term realtime updates so that management could see exactly what's going on in the field down to the mobile technician level uh on the asset itself and then doing things like tracking Trends um so I'm going to kind of cover all all of those and where I'll start is is right in the system with a customer so right now imagine you're using Dynamics and I'm looking at my list of customers um and I want to start to sort of peruse some of the information that David talked about well here's Koso coffee and I have their address and several addresses if they exist right down to a physical location that I can visualize on a map from a service perspective I can look at all the things that we've sold them and that they own or or that we service and it can be broken down in a hierarchical level so from the top level account name Koso coffee to their physical locations all over the map and even into the next level uh the building level or really whatever that hierarchy needs to look like for you in order to represent the layout at at your customers and then I can show assets at each level even situations where there are sub assets so from a location perspective breaking down say from headquarters to campus to specific building on campus and you know as narrow as you have to go down to the asset themselves including nesting sub assets and then if I want to take a look at one of those assets I can just open it from here and it opens up in an asset card and I'm going to show you a little bit more about this card um a couple different views and some slides here in a sec but this is just a a diesel generator I have all the details how we categorize it the account which owns it if there were any nesting of of assets I'd see the top level asset or the asset one level above it's tied to a product line item that we'd sold them and then I can see uh if there are connected devices so if I'm monitoring this asset with iot sensors that brings brings to Bear a whole host of capability where I can monitor and predict failure um maybe even spot issues before a hard down occurs so that I can go repair it excuse me over here I have a list of the related work orders and this history of course would build over time as I had more uh work to be done on that had been done on that asset so pretty fast fascinating stuff with the ability to drive down to kind of the hierarchical level that you require from physical location on the map to the buildings involved to specific rooms within the building down to the asset level now let's let's move on a little bit I'm going to switch over to pull up a couple of review slides uh and and kind of do some positioning here for those folks who may not have attended the earlier sessions this will this will be a little bit of background regarding the the the the story that so far in the first three webinars at the end of the day with field service we're trying to get the right person to the right place where the job is uh in a particular time slot and that person has to have the correct skills and certifications to do the work and they also have to have the right equipment whether that be tooling uh or or scarce heavy equipment that they have to schedule along with a technician or spare parts and and consumables that will be used in a repair now we add to that whole field service picture the notion of on assets remote monitoring so I can with sensors on assets I can monitor the asset remotely and when doing so I can trace the the work history the the temperature readings the voltage irregula uh the whatever might be the the specific component that's being monitored feed that back into field service um and start to begin to build models to predict failure so predictive maintenance essentially prevents failure before a hard outage occurs you know a plant down or a system down or I've lost my HVAC there are many places that uh could generate a signal to ultimately land a work order and it could be a situation where we've done some marketing and sold something and that has to be delivered and installed that would generate a work order it could be simple support scenarios where uh a client calls in they have a problem that problem can't be resolved over the phone so we promote that case to a work order and now it gets routed and and dispatched to the proper skilled technician it could be those iot scenarios the sensors monitoring assets to predict failure or at least let us know when failure occurs it could be preventive so Asset Management over the course of time at periodic intervals in a preventive uh maintenance scheme that implies recurring scheduling of work orders as well as recurring building billing excuse me and then this bottom scenario that that came came to light I mean really got a light shined on it during the coid time period that was a time where very few of us in a business could get out and talk with our customers and sometimes it was only the technician who was going and dealing with a problem so that spawned a whole bunch of what can we do to make that experience better for the customer through the only person that can talk to them the technician that might be getting more answers selling them more products offering them promotions or or deals or a service contract those sorts of things we've covered each of these in previous sessions the the route from call-in to work order the route from iot and preventive to work order and we also talked about the fact that the Microsoft cloud delivered through its Partners provides each of the components that are required from a technological perspective to handle these situations now let's think back to uh the asset itself for a second and I just want to fill in a few more gaps first this is another customer asset uh screenshot and what I wanted to point out on this customer asset screenshot from another demo instance is this is actually connected to an asset and it is being fed sensor data dat and that sensor data through through a predictive model begins to predict failure or where failures occurred obviously let you know as soon as possible and generate a work order uh when a when a hard outage occurs so an example of how I can pipe in um sensor data through Azure iot into field service my people who are using Dynamics can see what's going on at the asset level down to the specific sensor readings that are happening on that asset here's another example just a different asset uh view uh my point in showing you this is that of course we monitor all types of assets with Dynamics um where there's a asset with iot enabled sensors we can we can handle that inflow and assemble a view of the asset much like you've seen in these last two screens even down to the location level so to the point David made you know imagine if you could have that that asset in that room that last year was really hard to find this year you have a complete digital twin looking at the various components in a room or on a factory floor so from very straightforward field service bound scen scenarios to very sophisticated digital twin monitoring of everything that's on a site or on a floor or in a room you don't have to leave the Microsoft cloud to get there now looking back to our notes David brought up the the notion of of inventory and so in order to kind of paint that picture let's talk about what happens with a work order now this is just a standard schedule board where I've got many work orders already out there in the technician swim Lanes they're out there being worked on David mentioned the cont the concept of stacking work orders that's really straightforward I mean those you can you can add multiple work types to an individual work order a single work order or for each asset that needs to be worked on at a location create a separate work order and those can be aligned in linear time fashion on the schedule board or they can be stacked you know it might there might be a situation where I perform work on on an asset and then it takes 30 minutes to start up that asset to run a test well I might might as well slip over and work on the next a asset while I have that time in startup those kinds of scenarios when you look at the schedule board over here I've opened up the legend to give you an idea of all the information that's out here on the schedule board you see little icon indic ators in the lower right hand corner of a work order booking you see a color indicator in the upper right hand corner of the work order booking rectangle the W order booking rectangles themselves are different colors well that's all spelled out over here those colored triangles are an indicator of status uh in my system here I have low normal urgent and high uh the little icons in the lower right corner are an indicator of the time stamp on that work order so in this case there's a little person icon there that means in progress this work order is being worked on if you see a clock that work order is scheduled has has hasn't begun work yet or if you see this lighter shade of blue gray with a check mark well those are completed work orders so a whole bunch of status indicators on this Legend now if I take another look at the schedule board this ties to one of the the problems in the customer example the story that the David told that customer had some difficulties not only in locating asset assets but also where the technicians were on the map in relation to where the work was or the next work it also draws into the conversation a scheduling component how do I optimize the schedule such that I can minimize travel time for my technicians they get to the next closest work um in a very efficient fashion in terms of routing on the roadways look several indicators on the map you might notice that there are a couple of U blue indicators that means that a technician is there uh down here there are a couple of these indicators that are they don't have a route to them if I click on one of those what I'm seeing there is an unscheduled work order that's why there's not a route to it it's not scheduled that and when I clicked it noticed that it highlighted that in the list down here in the unscheduled work order panel so now I could take that and drag it up onto the board and I can get it scheduled again all background from the prior sessions but it does speak to the point of location which was a deep problem for this customer they needed to know where their technicians were they needed to know that where they were in relation to the assets that they had to work on and that technology is is built in it locates the technician based on their location on the mobile app the GPS system on the mobile app it can locate customer locations as we saw in the last session webinar number two through Geo fencing the customers locations such that as a technician approaches and maybe is five minutes out I can send the customer a signal via text or via email to say your technician is five minutes out when that customer crosses the Geo fence mean they're they're at the customer property well now I can set status from um traveling to working so that I never have to worry about the technician forgetting to set status so that the we can turn on the billing clock if if applicable now let's get into kind of the conversation around inventory a little bit when we looked at a work order I'll just open up one of these work orders here for you for us remember that that work order pulled together several items it pulled together the booking record the booking record is actually the timestamp that goes on the schedule board and that pulls together all the details the customer that needs help uh the asset that needs to be worked upon all tied to the customer it also pulls together the the technician who has availability and the right inventory on his or her truck perhaps the incident type defines the work that needs to be done so this is where we get our first look at consumable inventory if I look at an incident type for example I can just click it from here and it'll open up there we go the incident type looks like a pretty simple record when I pop it up into a screen here but what it really does is it defines everything I need as far as that job is concerned you see that there's a products tab that shows me the products the inventory that I might consume in doing this type of a repair if I look at service then I see the the stepbystep service routines that I have to perform and I also see if there's an inspection that goes along with it so each of these service steps could have an inspection template so if you go back to the point David made around asset metrics if a technician has to go on site and measure things like pressures or voltages or speeds or or or has to get a general look via a picture perhaps of where on an on an item I can outline that in an inspection and it pushes right through to the technician so with this little record and those two things coupled with the characteristics that are required to complete the job meaning the skills the technician must have I have everything I need I have the parts I have the outline of the service to be done and I have a circuit board expert who rates at least good um because that's a skill required for this job all in the incident type now when I go to a job and I consume this in let's take a look at what that might entail so I'm going to pop open the mobile app right now I'm looking at field service mobile and if I go to my homepage for for from a technician's perspective my homepage is usually a booking calendar it shows me the work orders I have to do today now this application experience the finic Dynamics field service mobile app is downloadable from your application store on your device whether it be Apple iOS or even Windows as in this case um there's a mobile app for Dynamics field service that's downloadable so they can go on any mobile form mobile mobile phone tablet or even PC form factor now when a technician opens up a work order let's stick with Koso coffee the account we look that earlier I can see the place where I can set booking status so I might change my booking status to from in progress to complete when I'm done what have you I have customer details so I can know the customer and then on the services tab I have essentially a set of checkboxes that allow me to complete the work required and any Associated inspections as I go and indicate that just by clicking the Circ Circle similarly where I need to consume a product boom I just clicked that I consume that product and that automatically gets taken out of inventory installed at the customer site triggers all the inventory replacement um situations that might occur on the on the Erp side on the back end they can even provide documentation so here's a a spec sheet for the generator that's being worked on here and if you look down a little further here's the customer asset so if I didn't capture the details I needed by outlining it in the inspection records on the tasks in the service tab well I can go to the asset itself and there might be situations where you set up scenarios where the the technician is taking notes right on the asset asset itself this is often a configurable experience so there's some configuration done in your deployment project in order to get the right fields or expose the right Fields if they already exist so you can capture the detail you might might need in order to fulfill the you know the drive the outcome that you're striving for the point here is to say the ser is outlined the inventory is taken care of and if I have to take notes or change things on the asset well that's exposed here as well now let me flip back by by the way in the prior prior session we talked about how we move to perhaps taking notes then pictures or even a video of the work that we did capturing a customer sign signature in order order to sign off now let's move back here to Dynamics on the desktop for a minute and kind of continue on so we've looked at so far a recap of scheduling the work we noted how the assets themselves are tied very specifically to a location related to the customer and those assets could even be broken down into sub assets where applicable and we track the work history of each we also looked at scenarios where we're monitoring and surfacing data from iot sensors on those assets in Dynamics now let's flip over to the slides for one more quick discussion once you've consumed that inventory it's important to understand what field service does with that inventory now remember we've we've gone on worked on site we've consumed some inventory and we've also um consumed some technician time well field service is is designed to integrate with your Erp system of course there are first-party Integrations you know Microsoft integrates it for you in a lot of situation most situations where field service and Dynamics Erp so think Finance operations Supply Chain management from Dynamics in the cloud but field service also sets up very elegantly the journals required to record time so when a technician completes the work on a asset they Mark that the F the work order is complete then that time is calculated and it's staged then perhaps a service supervisor or operations manager goes in and looks at the work orders done today and approves the time and the inventory consumed well Dynamics then generates a list of journals for the work done that day these journals are sitting there ready to be pushed over to Erp to tie directly to customer billing for the work done similarly we generate um inventory journals so when a piece of inventory is consumed that's indicated and in the mobile app and then of course staged ready to ship over to Erp in order to decrement in inventory and you know as inventory gets decr decreed kick off any reorder act activity in the Erp all of that's tracked and ready to go field service is designed to integrate with Erp and it does so very elegantly and this is kind of the end of the process work completed billing is ready Inventory management is ready to send over to your accounting and Supply Chain management pieces okay couple more topics to cover and uh we will I think we will have kind of exhausted much of what uh David described in the customer story let's take a look at warehousing a concept around inventory movement of course but in field service warehouses are where inventory is stored before it's consumed by the technicians on a job and as you can see from this list I have in my my sample system just a few warehouses but the warehous houses are buildings you know and if I look at a building I can see related inventory in that warehouse and of course Each truck or panel van is also treated as a warehouse and you'll notice over here in navigation that I have the capability of making inventory adjustments and transfers which means I can trigger inventory such that when it's consumed off of a truck which to Field Services point of view as a warehouse then I might have to move more inventory onto that truck and so those transfers can occur either manually or in an automated fashion to move inventory amongst these warehouses and of course remember the consumption signals when they're used on a job the final piece I'll cover it sort of ties it all together and that is the the notion of metrics you know we've looked at a pretty interesting dashboard here of of the work that's being done but that's not really metrics we know in dynamics that we can look at list views of data and those can be filtered there's this ability to edit the filters of on this list in the columns that display and a common thing to do is to look at work orders that are assigned to you or work orders that are assigned to another department in a uh list or maybe during a particular fiscal period I can chart those meaning I can pipe them through interesting Graphics if you look at this one this is by work type and we do a lot of delivery here so 11 of these are deliver and when I select that part of the pie chart it Narrows this down to just those work orders that are of the type delivery and and then I can take this one step further and push it out for powerbi reporting so from straightforward list filtering through interesting Graphics all the way to complete dashboards and powerbi analytics it's all built in um so in essence when you think of the customer scenario and their needs to analyze the business Dynamics is set up for it and then it also comes with a pretty rich set of outof the-box diagnoses field service historical analytics is what this one's called and this tab is a work order summary that shows work orders open work orders broken promises meaning SLA violations the amounts of time to schedule etc etc and then various slicers and dicers work orders by work type work orders by incident type and these are all responsive so if I look a at a particular category you know I can click on it it will adjust any dependent tiles to reflect just the numbers in that category similarly I can look from the perspective of resource resource utilization so the average work time per day for across all my resources for the last three months is 37.1 hours that's pretty good in a 40h hour week I see a 78% utilization rate I see a very small late arrival late and I see a number of other metrics that I can use to manage the business including territorial analysis by math if if you have a broadscale territory or even a Narrows scale territory with several teams at work down to individual resources so regardless of what you're trying to measure in your field operations business from inventory to work performed to billing to Performance of the teams uh the the capability to monitor that might be out of the box if not it's a uh some pretty straightforward customizations um within Dynamics or powerbi analyses that you build and with that let me take a breath and uh David did did you see anything that I might have missed there something we like to no no I didn't see anything you missed uh one thing I I did want to talk about is on those dashboards as well you can you can uh report on your your customer assets as well just a circle back on on the customer asset and um one thing that we didn't show was the properties for customer assets I know I don't know if you had that set up in your demo or not but uh there is a way to to create properties and it could uh be collecting data on those those measurements as we talked about earlier um and those could be as a um admin you could set those up as plain text fields or or um you could do numerical and there's different ways you can set those up so those are just some points that I wanted to put put out there as well but everything else you touched on thanks Bill yeah you [Music] bet awesome yeah lots of great information there um with that we'll open the floor to any questions that may have come in so again just a reminder you can pop any questions you have either in the question pane or the chat box um but we'll go ahead and get started with the first one that came in okay how would I be able to link asset level documents like manuals to a particular asset model oh Dave I think you're muted I am I can take that one uh I bill was showing you the uh the assets uh card the record um on on there there is a a and I think he he talked about it but there is what's called knowledge-based articles um you can create a knowledge-based article and Link it to that asset and what's nice about it is you can link it to a model type that way if a product is created if you create an asset from a product it brings that knowledge base in with it too so that it's linked together there's also the the concept um that's uh Bill brought up about the incident types where you can actually add knowledge-based articles to those incident types too so if you have a certain failure type and you know there's a certain troubleshooting um for that failure type you can add it to that failure type I can take a quick look at those screens I don't have any data there I apologize but let me show you where where that's at yeah sure um going to share my screen again folks and my I have our gener diesel generator back up on the screen and notice right here in the middle of the the page that I have a linked article and also if there was a connected device and I'm reading I I this I broke this Chain by the way after my last demo I I took it down but uh if I connect it I can I begin reading and then I get alert history here so this one's disconnected that's why you see an error and then when I look at relationships you know I'm not sure if you want to put documents here because this is a single asset tied to a customer but the product that was sold is this one so move it up a level to our product table and now I Define it at a higher level so that everybody that buys this product could access the literature or the documents tied to that that product for for most entities in Dynamics there's an Associated documents entity and that means I can store documents there back to David's Point earlier about product properties you know I can tie product sorry properties to the product level but as in the the customer we're talking about today they also had properties tied to the asset on their site their own their own asset that they had purchased so same concept here just one step above so you kind of make decisions are these documents things that go with the product so that they go along with in the chain to everybody that gets that product or are they specific to the asset the customer purchases then I tie those documents or those product properties to the asset the customer purchased and the entities are there you just populate them yeah hey Bill can you do do one one more thing go back to the customer asset there's one more point I wanted to make on the customer asset okay com so on the customer asset you you could see that pain on the on the right hand side on the upper side that's cut sub assets so what's important about that if there's like any um any serialized parts that you need to track for that gener um and you you could add a sub asset for that that way if if you if say gener comes out and says they have a recall on this certain part of their gener system it can it can you can pull those up and find identify all those assets that have that serial that lot lot number and be able to address them instead of having to go in individual they go out to the each into the field and like identify them while being in the field you have a way to track them through the system yeah here's another example David um different asset but this customer has a smart Brew 300 a sub asset is the heat heat Center heat sensor and if I look at if I look at that smart Brew uh once it screen loads it'll show me that sub asset here y perfect thanks Bill Ken we got any other questions no I don't it looks like none others have come in um so thanks for that thanks for that great answer to the question and pulling up the screens to kind of go a little deeper in detail on that one um but with that that's all we have today so again Dave and Bill thanks for all that great information and thank you to everyone for attending like I mentioned at the beginning we'll be sending out the recording to this and the previous webinars in this series along with other resources and upcoming events here at velosio um so thank you so much and we look forward to seeing you at the next webinar okay thanks bye thank you all
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