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 currently complete manually on paper or through software that is not connected automatically to the back-office system.

With Dynamics 365 Field Service, you can easily generate any number of custom inspection forms to meet your specific business requirements. That data is then automatically connected to the rest of the Dynamics 365 system for scheduling, customer relationship management, and much more.

Popular uses for inspection forms include:


1. Safety check before servicing a piece of equipment.

2. Product inspection for quality insurance.

3. Post-installation check.

4. Step-by-step installation guide.

5. Assessment or audit.

6. Customer interview or survey