Category Archives: Field Service

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 »

Dynamics 365 Field Service: Payments related to Work Order and Invoice

Introduction: Field Service remains a critically important component for most of the organizations. It radically drives customer satisfaction and builds stronger trusted relationship with the customers. Recently, while working on field service, we came across an entity “Payments” and “Payment Details”, this created curiosity to explore more on this. And we did some research and… Read More »

Fixed – Field Service database version is out of Sync error in Dynamics 365 Field Service V6.2.0.342

Introduction: If ever we face the error Database Out of Sync, then the reason behind this is the Database Version field that’s there on the Field Service Settings form was not updated while installing the latest version. Between Field Service versions, as schema and feature changes, Field Service ships upgrade scripts to ensure seamless upgrade… Read More »

Dynamics 365 Field Service: Generate Agreement Work Order in Advance

Introduction: Field Service capabilities in Microsoft Dynamics 365 helps service organizations in managing resources, work orders, inventory, customer assets, and more to improve overall resource productivity for on-site installation & maintenance services. In this blog, we will discuss how the work order generation process can be automated out-of-the-box. Generating Work Order in advance from Agreements:… Read More »