Introduction Field Service Mobile app provides a platform to field technicians to work efficiently at work location. There are various features available for users while working with Field Service Mobile app. Field technicians require information regarding the work they need to do at work location to get results more quickly. There can be lots of… Read More »
Introduction In Microsoft Dynamics 365 CRM there is an option to create Word Templates. The Word Template feature was introduced in the MS Dynamics CRM 2016. It is useful to create templates for generating documents in a standardized format. To display entity data in standardized format we can export word template. But, these word templates contain… Read More »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »