CRM Q&A's Archive

What are the roles involved in Field Service?

The Field Service application provides tools for these key roles on your service team

How IOT (Internet of things) is useful in MS Dynamics Field Service?

With a network of Internet-connected devices and an intelligent CRM system, service organizations can:

In how many ways we can generate work orders using Agreements?

Agreements are most commonly used for maintenance schedules where an organization must perform daily, weekly, or monthly inspections on equipment.

What is Resource Scheduling? How can Scheduling be done for a ‘Bookable Resource’?

Scheduling enables organizations to regulate interactions between customers and company resources.

What is Resource Scheduling Optimization? Do I have to pay extra for it?

Resource Scheduling Optimization (RSO) is an add-on capability for the Dynamics 365 for Field Service application that enables you to automatically schedule work orders.

How Microsoft Dynamics 365 is useful for Field Service Industry?

Dynamics 365 Field Service is a powerful addition to the Microsoft Dynamics 365 family, bringing amazing benefits for field service management. Here are a few of the features that solve the top challenges of the field service industry:

How can we create time entries for Dynamics 365 Field Service?

There are three ways time entries are created in Dynamics 365 Field Service:

Is it possible to undo the actions performed during Field Service Inspection?

Yes, Though the undo is not available by default, it is possible to develop the undo operation that will remove all actions performed during the inspection.

Is it possible to change URL name for dynamics 365?

It is specific to the environment so, in order to change the name for an environment, you need to go to “Power Platform Admin Center”

Is it possible to use the inspection forms in MS CRM?

Yes, we can use Inspection forms. The need to complete inspections on equipment or other assets is one that many field service organizations

How to generate work orders automatically?

Manually scheduling recurring work orders is time-consuming and can be prone to human error due to miscalculations or forgotten tasks.

Is it possible to auto generate IDs for Work Orders, Orders, Quotes and Invoices

Yes, we can auto-generate IDs in any format like WO-0001, WorkOrder-1234, etc.