Category Archives: Field Service

Managing Work Orders based on Completion Status in Dynamics 365 Field Service

In the dynamic landscape of modern business operations, efficiency is important. Whether in manufacturing, service industries, or any other sector, the effective management of work orders is crucial for smooth workflow and customer satisfaction. Among the various aspects of managing work orders, one significant factor that directly impacts productivity is completing tasks based on their… Read More »

Enhanced User Experience with Dynamics 365 Field Service Mobile App (Preview)

Microsoft’s Dynamics 365 Field Service Mobile application allows users to work on tasks and resolve issues directly from their mobile devices and web browser applications. Microsoft recently launched a new user interface for the Dynamics 365 Field Service Mobile App, which is more user-friendly and visually appealing. It provides an easy and efficient way to… Read More »

Enhanced characteristics Setting with Dynamics 365 Field Service

Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license… Read More »

Execute SSRS report using JavaScript in Dynamics 365 Field Service Mobile App

Microsoft’s Dynamics 365 Field Service Mobile app provides the ability to work on tasks and resolve issues from the mobile platform in online and offline modes. The technician can view their daily schedule, which includes details such as customer names, addresses, and appointment times. They can see the priority of each service call, helping them… Read More »

Not-to-Exceed Setting with Field Service Dynamics 365

Field service workers are dispatched to off-site locations to perform tasks, such as repairs, sales, customer support, or inspections. It helps businesses manage all the resources involved in field service management activities. Latest Field Service upgrades introduced this feature independently for Field Service by configuring the settings in “Field Service Setting”. There are various options… Read More »

Inogic Top 5 Microsoft Dynamics 365 CRM & Power Apps user tips of 2022!

It’s that time of year once more… It’s time to huddle indoors, build a fire, find a cozy nook, and wait for spring. As we approach the end of the year, we like to reflect on the year that has passed us. That means better understanding our readers—and seeing where we can improve for next… Read More »

How to modify the OOB Field Service technician service Report using PCF control

Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment. Once you install the solution, the Report will appear on… Read More »

Advanced Edit filter criteria “Under” and “Not Under” for Field Services within Dynamics 365 CRM

Microsoft Dynamics 365 provides various settings to be configured as per the different business requirements within Microsoft Dynamics 365, which gives a better User interface along with various configuration settings. In this blog, we will look into the Advanced Find filter criteria, which allows us a simple way to easily filter that data using Edit… Read More »