Tag Archives: Dynamics 365 Field Service

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 »

Advanced Schedule Board Customizations in Dynamics 365 Field Service

In our previous blog, we looked into basic configurations for extending the Schedule Board functionalities by adding various types of Controls within the Filter Panel, which filters the Bookable Resources based on the filter conditions. There can be various complex scenarios where we have to customize the Dynamics 365 Field Service Schedule board, in this… Read More »

Execute JS within rules on the Field Service Mobile for Dynamics 365 Field Service

Introduction: Field Service technicians use Field Service Mobile application which provides brief information related to the Work Order, Booking and Service location. And, Woodford application allows us to help customize the Field Service Mobile application based on the business requirements for each organization. Woodford customization application provide various ways to automate process so that technician… Read More »

Customize Booking Template on Schedule Board with Dynamics 365 Field Service

Introduction The Dynamics 365 Field Service schedule board allows users to manage bookings, resources, resource requirements, etc. Users can schedule their resource requirements by using simple drag and drop to a particular resource which creates Booking entity record. User can review the bookings on the schedule board as shown in the below screenshot. Within the… Read More »

Matrix Dynamic Component within Inspections for Dynamics 365 Field Service

Introduction Field Service Inspections are used by Technicians to log the answers for various questions while working on the work orders. These questions can be related to Security Queries, Asset Property Details, Pass-Fail Test for asset-based on various measures, Customer Signature, Customer Feedback, etc. Microsoft has introduced this Inspection Template feature in Dynamics 365 Field… 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 »

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 »