Category Archives: Field Service

How to Enable Auto Numbering for Field Service Entities in Dynamics 365 CRM

Introduction There are various options for providing an automatically generated number for the next record created in Dynamics 365 CRM. This feature is useful to uniquely identify records. Latest Field Service upgrades introduced (version) of this feature independently for Field Service by configuring the settings from ‘Field Service Setting’ area. This blog will be the… Read More »

How to Update ‘Auto Travel Time’ in Field Service on Schedule Board

Introduction The latest release of Field Service version 8.6.0.274 for Dynamics 365 CRM introduces a new feature of automatically updating the travel time for the bookable resource booking on the schedule board. If we enabled the Auto Update Booking Travel, whenever the booking on hourly view is changed on schedule board the travel time is… Read More »

Copy Agreement ribbon button on Agreement entity in Dynamics 365 for Field Service

Introduction Field Service delivers end to end customer centric experience that helps to organize and manage service agreement, keeping track of assets, inventory management, identifying resources and allocation of work orders to resources. Managing Service Agreements is also a crucial part in Field Service. One good feature provided in Field Service is “Copy Agreement” button… Read More »

Scheduling Multiple Resource for a Work Order using Crew in Dynamics 365 v9.0

Introduction: With its every new release, Dynamics 365 CRM never fails to surprise us! This time it has added another powerful feature to it. Now, when a user tries to assign multiple resources for 1 work order, the option to create resource as Crew. Also, two more options added ‘Facility’ and ‘Pool’ in Dynamics CRM… Read More »

Filter PartyList Field based on other lookup field that supports on UCI Dynamics 365 v9.x

Introduction: Recently we had a business requirement where client wants to filter PartyList field by selected account in regarding field on activity entity form. As shown in below image, when we click on party list field, by default it shows data of many entities (i.e. Account, Contact, and User etc.) Our client requirement is to… Read More »

Multi-Select Option Set field in Dynamics 365 V9.0

Introduction: With the release of Dynamics 365 v9.0 Microsoft introduced a new data type i.e. Multi Select Option Set with the help of this we can select more than one option set in Dynamics 365. Multi-Select Option Set has a list of options and we can select more than one option from the list on… Read More »

Dynamics 365 Field Service: Personal View and Security on Schedule Board

Introduction: Schedule Board provides an overview of the resource availability and bookings. It is a feature within Dynamics 365 Field Service module. Schedule Board by default provides all schedulers with an “Initial Public View” that includes all resource types, territories and unscheduled work orders. Users have the ability to create their own tabs by bringing… Read More »

Appointments on Schedule Board in Dynamics 365 Field Service

Introduction: Schedule board in an important feature in Dynamics 365 which gives an overview of the resource availability and bookings user can make. Whenever the Field Service solution is installed, the schedule board shows the work orders by default. But what about the other entities? What if I want to schedule the appointments too on… Read More »