Category Archives: Field Service

Use of Dynamics 365 CRM Field Service features – Functional Locations and Asset Hierarchy

Introduction The field service organizations related to healthcare and manufacturing sectors will not have a fixed location for their devices. This means that the technician might spend the first few hours just trying to find the item on which they need to work upon while on the field. When workstations are large and complex, it… Read More »

Dynamically filter the lookup on Field Service Mobile App

The Field Service Mobile app helps organizations to deliver services to customer locations. It provides the ability to work on the Bookings by the Technician i.e. Bookable Resource. This application includes various features to automate the process so that technicians can work efficiently and flawlessly. In this blog, we will walk through the ability to… Read More »

How to update records within Resco Rules for Field Service Mobile App

Introduction Field service mobile app provides information which is essential for Field technicians to work at customer location and complete their work orders on time. There are various features that are available while working with customization of the Field Service Mobile app. Woodford is the configuration for customizing components for Field Service Mobile app. It… Read More »

Configure Account, Contact & Opportunity creation while qualifying Lead from Dynamics 365 Field Service Mobile App

Introduction In this blog, we will see how to remove the options to enable/disable the creation of Account, Contact or Opportunity while qualifying lead from the Dynamics 365 Field Service Mobile App. On qualifying the lead using out of the box ‘Qualify’ command in the Field Service App we are redirected to a window with… Read More »

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 »