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How Field Service Work Orders And Project Service Automation Work Together

Dynamics 365 Field Service Forum

iotsolution.se picture

Field Service and PSA - Project Service Automation

Hi,

I take an customer who desire to use PSA-Project Service Automation for all there projects merely they also desire to employ Field Service to set up piece of work orders then connect them to the project in PSA. Is it possible ?

Sometimes they need to motility a project forwards.
Is information technology possible to likewise motility the work orders in field service at the same fourth dimension ?

Regards
Fredrik

Replies (3)

Scott LeFante picture

Field Service and PSA - Project Service Automation

I have washed this in the past, just the question is what are they trying to do?  Why do they desire to link PSA to work orders?  What is the business concern procedure and desired outcome?

iotsolution.se picture

Field Service and PSA - Project Service Automation

Hullo,

Thanks for your response :-)

I got iii questions from the customer:

i) they build factories as projects where field service technicians execute installations.

2) they need to reschedule many piece of work orders at the aforementioned fourth dimension due to projection delays.  How to practice it in Field-service?

3) they employ Project Server today. What can they become out of project server - psa automation?

Why they want PSA is to stay update with the whole projection.

Hope this analyze things a fiddling bit more..

Regards

Fredrik

Scott LeFante picture

Field Service and PSA - Project Service Automation

Why would you lot schedule piece of work orders for the project?  Are these suspension set up items?  If they're installations why not just use PSA and assign the tasks out to the techs.  You tin can use the PSA functions of moving the projection out to too aid facilitate moving the bookings/assignments of the techs.

Scott LeFante picture

Field Service and PSA - Project Service Automation

Why would you schedule work orders for the project?  Are these break ready items?  If they're installations why not just utilize PSA and assign the tasks out to the techs.  You can utilize the PSA functions of moving the project out to besides help facilitate moving the bookings/assignments of the techs.

How Field Service Work Orders And Project Service Automation Work Together,

Source: https://community.dynamics.com/365/fieldservice/f/dynamics-365-for-field-service-forum/382367/field-service-and-psa---project-service-automation

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