We are glad to report that video tipping service has been restored and eligible customers can apply for a refund. In this video, we look at Dynamics 365’s new Connected Field Service IOT capabilities. We will walk you though how to install and configure the solution both in Dynamics 365 and Azure, how to configure […]
UPDATE 03-JUL-2018 Following the discussion in the comments section: since version 8.2 customized booking doesn’t apply when using the schedule board daily, weekly, or monthly views. The good news is that this feature is on the roadmap! Original tip Schedule board is one of the centerpieces of the Dynamics 365 for Field Service (yep, that’s […]
Field Service in Dynamics CRM is massive – lots of entities, lots to configure, lots to learn. One of the nicest features on my books is a Resco-based mobile app, Field Service Mobile, fast and user-friendly. When Field Service Mobile starts for the first time, it may display an error message: Exception while fetching entity […]
In this video, we look at how to set up and define agreements in Dynamics CRM Field Services. When agreements are created you have the ability to have the application auto generate the bookings and work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest […]
We are back after a fortnight with another installment on Field Services. In this video we look at how you can define incident type that can be used to generate specific items for work orders in Dynamics CRM Field Services. We also explain how to work with Service Tasks. Give us your feedback, all of […]
In the first video in our Field Service series, we explore the capabilities this solution provides when added to Dynamics CRM. We walk you through basic setup and navigation and explore how to create and use work orders. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. […]
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