Tip #822: Getting Started with Connected Field Service

Connected field service

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 […]

Tip #764: How to customize schedule board slots

Schedule board is one of the centerpieces of the Dynamics 365 for Field Service (yep, that’s the new name). But every time we deployed field service, we’ve been asked to change the default layout that includes Work Order number, and start and end times. Field Service Documentation defines Scheduler Field Service slot text template as […]

Tip #727: No currency in Field Service Mobile

Empty wallet

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 […]

Tip #678: Tipster guide to agreements in Dynamics CRM Field Services

Brexit

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 […]

Tip #673: Tipster guide to incident types in Dynamics CRM Field Services

Types of injuries at work

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 […]