CRM FAQs

Difference between Work Order Product and Work Order Service?

Field technicians can use the same products for work orders that salespeople use for opportunities, quotes, and orders.

Can we collaborate on work orders with Microsoft Teams?

Teams integration makes it easy to find answers and fix issues the first time

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:

What is a product family?

A product family lets you group and categorize products, making it easier for you to manage them.

What is a product bundle?

A bundle is a collection of products that are sold as a single unit. Encourage customers to buy more products instead of a single product by combining products in a bundle.

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.

Does dynamics restrict users to create duplicate records?

To maintain the integrity of your data, it’s a good idea to have rules in place to reduce duplicate records in the system.

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.