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You may have heard the name FieldOne Sky bantered about lately, but what is it exactly? FieldOne Sky is a field services management solution acquired by Microsoft in 2015. It adds a robust set of features for any field service organization. In today’s blog, we will go over the Auto Routing data requirements for FieldOne Sky.

crm-for-field-service

First off, what can FieldOne Sky do? At a high level, FieldOne Sky can assist with:

  • Resource Scheduling
  • Asset Tracking
  • Inventory
  • Service Contracts
  • Mobilizing Field Service Teams

Now that we have a high level understanding of what FieldOne Sky is and what it can do, let’s take a look at Auto Routing resources.

FieldOne Sky documentation contains a great deal regarding Auto Routing, but one specific thing the documentation is missing is a concrete list of data elements across the various entities required for Auto Routing to work without error. Not every organization will need to take advantage of all functionalities, however, it’s good to know what is required, at a minimum, for Auto Routing to work. Below is a list of required fields for Auto Routing to run without error:

EntityDisplay Field NameSchema NameNotes
Territory (territory)Territory NamenameNeed to create at least one territory
Incident Type (f1_incidenttype)Allow on Work Orderf1_AllowonWorkOrderNeeds to be Set to Yes
Incident Type (f1_incidenttype)Scheduled Durationf1_EstimatedTimeNeeds to be greater than 0 minutes
Account (account)Address 1: Street 1address1_line1Account must have a valid address
Account (account)Address 1: Street 2address1_line2Account must have a valid address
Account (account)Address 1: Street 3address1_line3Account must have a valid address
Account (account)Address 1: Cityaddress1_cityAccount must have a valid address
Account (account)Address 1: State/Provinceaddress1_stateorprovinceAccount must have a valid address
Account (account)Address 1: ZIP/Postal Codeaddress1_postalcodeAccount must have a valid address
Account (account)Address 1: Country/Regionaddress1_countryAccount must have a valid address
Account (account)Address 1: Latitudeaddress1_latitudeGeo Code must be set which populates the Longitude and Latitude fields
Account (account)Address 1: Longitudeaddress1_longitudeGeo Code must be set which populates the Longitude and Latitude fields
Account (account)Service Territoryf1_serviceterritoryService Territory must be set based on the Address ZIP/Postal Code
Resource (equipment)Routing Startf1_routingstartMust have a value. The Geo Codes for the Routing Start and Routing End Must have a value, otherwise the whole optimization may throw an error. The Geocodes is taken from different places depending on the Resource Type and the Routing Star/End fields.
Resource (equipment)Routing Endf1_routingendMust have a value. The Geo Codes for the Routing Start and Routing End Must have a value, otherwise the whole optimization may throw an error. The Geocodes is taken from different places depending on the Resource Type and the Routing Star/End fields.
Resource (equipment)Resource Typef1_resourcetypeThe Resource Type cannot be set to Company Asset
Resource (equipment)Optimize Routef1_isautoroutableMust be set to ‘Yes’ for AUTO Routing to occur, not necessary for Scheduling Assistant
Resource (equipment)Display on Schedule Assistantf1_displayonscheduleassistantMust be set to ‘Yes’ for either scenario
Resource (equipment)Display on Schedule Boardf1_displayonscheduleboardMust be set to ‘Yes’ for either scenario
Resource (equipment)Work Hours* Sub Grid *Work Hours need to be set for a Resource
Resource (equipment)Resource Territory* Sub Grid *A resource territory must be assigned
Work Order (f1_workorder)Primary Incident Scheduled Durationf1_EstimatedTimeEstimated duration from the Incident Type has to be greater than 0 minutes, Otherwise we cannot schedule a resource to arrive at the site just to continue moving to the next service location.
Work Order (f1_workorder)Latitudef1_latitudeThe Latitude and Longitude needs to have a value in order to be considered by the routing optimization.
Work Order (f1_workorder)Longitudef1_longitudeThe Latitude and Longitude needs to have a value in order to be considered by the routing optimization.
Work Order (f1_workorder)Scheduling Methodf1_scheduling methodThe Scheduling method field has to be set to Routing Engine or Scheduling Assistant as appropriate
Work Order (f1_workorder)StatusstatecodeThe Work Order Status field has to be Active
Work Order (f1_workorder)System Statusf1_systemstatusThe System Status field has to be Unscheduled or Scheduled
Work Order (f1_workorder)Primary Incident Typef1_primaryincidenttypeThe Incident Type must be set
Work Order (f1_workorder)Service Territoryf1_serviceterritoryThe Service Territory field has to match the territory you’re trying to optimize/schedule for.
Work Order (f1_workorder)Time To Promisedf1_timetopromisedIf the Time Promised field has a value and the date portion of it differs from the date you’re trying to optimize a route for, then engine will exclude that work order from the optimization process. The Promised time window takes precedence over the time date window, even if the time/date window covers a smaller time span.
Work Order (f1_workorder)Time From Promisedf1_timefrompromisedIf the Time Promised field has a value and the date portion of it differs from the date you’re trying to optimize a route for, then engine will exclude that work order from the optimization process. The Promised time window takes precedence over the time date window, even if the time/date window covers a smaller time span.

Once all of the above data requirements are met, you will be able to make use of the Auto Routing functionality. With this functionality, you can achieve an optimized resource schedule as shown below.

*Image source: FieldOne

1. All work orders have been scheduled back-to-back with no downtime in between.

2. Clustered pins show how the allocation of resources have been optimized to reduce travel time and match all requirements (e.g. Skills, Resources, Equipment, etc.).

Multiple combinations and all possible constraints such as skills, windows of opportunity, working hours of the resources, etc. will be considered.

That’s all for the blog today! Hopefully you feel better equipped to make full use of the powers of FieldOne Sky. Take a look at our blog, Dynamics CRM and FieldOne: Solutions for Field Services, for more info. Check out our website to learn about other field service management capabilities with Dynamics CRM. You can also check out our upcoming webinar, Face of the Customer Meet Face of the Machine: Connecting CRM and IoT on May 11 and check out The CRM Minute featuring Dan Cefaratti, our Field Service Practice Director.

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.