The new Not-to-Exceed feature in Dynamics 365 Field Service - Release 2023 Wave 1

Field service operations can be complex and one of the biggest challenges faced by businesses in this space is managing costs. That's where the new Not-To-Exceed feature in Dynamics 365 Field Service comes in. This feature allows you to set a limit on the cost of a service call, giving you greater control over your service delivery costs and helping you stay profitable.

What is the Not-To-Exceed Feature?

The Not-To-Exceed feature is a new addition to Dynamics 365 Field Service that allows you to set a limit on the cost of a work order. You can specify a maximum amount that you are willing to spend on a job, and if the cost of the job exceeds this limit, the system will automatically alert you and prompt you to take action.


How Does the Not-To-Exceed Feature Work?

The Not-To-Exceed feature works by setting a limit on the cost of a work order. You can specify the limit when you create a new work order, or you can update an existing work order to include the limit. The system will track the costs of the job as it progresses, and if the cost approaches the limit, the system will send an alert to the assigned technician and the supervisor.

If the cost of the job exceeds the limit, the system will automatically put the work order on hold. This will prevent any further work from being done until the supervisor approves the additional costs or cancels the work order.

Refer this Microsoft learn page to get instructions on how to enable and use this feature.

Benefits of the Not-To-Exceed Feature:

The Not-To-Exceed feature offers several benefits to businesses that rely on field service operations. Here are some of the key benefits:

  • Cost control: By setting a limit on the cost of a job, you can ensure that your service delivery stays within budget and prevent any unexpected expenses.
  • Improved profitability: By keeping costs in check, you can improve the profitability of your service delivery and increase your bottom line.
  • Enhanced customer service: By providing transparency around costs and managing expectations, you can improve customer satisfaction and build long-term relationships with your clients.
  • Simplified processes: The Not To Exceed feature automates the process of managing costs and eliminates the need for manual intervention, saving time and reducing errors.

Conclusion

The Not-To-Exceed feature in Dynamics 365 Field Service is a powerful tool that can help you manage costs, improve profitability, and deliver better customer service. By setting limits on the cost of a job and automating the process of managing costs, you can streamline your service delivery and keep your field operations profitable.

 


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