CRM FAQs

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:

What are the different types of forms we can create in Dynamics 365 CRM?

In Microsoft Dynamics 365, we can create 4 types of Forms: Main form, Quick view form, Quick create form, and Card form.

What is a solution patch and how it works?

Patches should be faster to deploy as you are only deploying part of a solution, and individual developers can deploy patches instead of waiting for other devs to complete functionality.

How do I track emails in Microsoft Dynamics 365?

When you track an email message in Dynamics 365 for Outlook, the email is saved as an activity record in Customer Engagement.

What is GUID in Microsoft Dynamics CRM?

Globally Unique Identifiers (GUIDs) are the primary key of all entities in CRM and are sequentially generated. There is often confusion about how GUIDs work, how unique they are, and how they are generated in CRM.

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.

What are Entitlements in Microsoft Dynamics 365?

Service-based organizations often provide service contracts that entitle their customers to an allotted amount of support over a specified period.

Editing Default Sitemap In Microsoft Dynamics 365

This site map is supported for both custom business apps and Dynamics 365 for Outlook.

What is the scope of the Business Rules in Microsoft Dynamics 365?

There are three levels of scope when setting up Business Rules in your Microsoft Dynamics 365/CRM system.