Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
Earlier this year, Microsoft announced that February 29, 2020 is the last day it will support legacy versions of Dynamics 365 for Field Service. If your organization is running Field Service v6.x or v7.x, we strongly encourage you to upgrade to the latest version. If you don’t, not only are you missing out on a plethora of excellent new features and capabilities only offered in v8.x, but if you run into technology issues with Dynamics 365, support will be very hard to come by (and impossible to get from Microsoft). In addition, your implementation will become more vulnerable to security risks and viruses because you will no longer receive software updates from Microsoft. With that in mind, businesses still running Field Service v6.x or v7.x have two options – although one of those options is not remotely viable or advisable, so it’s really just one legitimate option. Let’s discuss:
The option that is neither viable nor advisable is to do nothing. PowerObjects strongly advises against this due to the security risks and virus vulnerability. Similarly, Microsoft strongly recommends upgrading to Field Service v8 to avoid a situation in which you need their service or support and it is no longer available. So, let’s take this one off the table – which leaves you with just one good option: upgrade now – and let Microsoft and PowerObjects help you get there.
For starters, please read this valuable resource from Microsoft: Field Service Upgrade Playbook. This 16-slide deck is chock full of important information about the upgrade process.
Next, work with an experienced and award-winning Microsoft Partner to navigate your upgrade. PowerObjects has been implementing and upgrading Field Service for clients since the day the solution was brought into the Dynamics fold. In partnership with your team, we will leverage our deep expertise to map out your upgrade path and identify areas where processes can be streamlined and optimized with the new functionality and capabilities offered by v8.x.
When working with PowerObjects, you can be confident you’re working with the best. We operate 14 internal Centers of Excellence that each bring together experts and enthusiasts of specific applications and workloads to share insights, best practices, and key learnings. For more than two years, our Field Service Center of Excellence has been working in concert to ensure that PowerObjects consistently delivers best-in-class Field Service solutions.
Please reach out to our team when your team is ready – and remember that it needs to be soon. Very soon! Click here to learn more and connect with the experts at PowerObjects.