CRM Q&A's Archive

What are service task types in Dynamics CRM Field Service?

Service task types in Dynamics 365 Field Service are used to define the “types” of service tasks that you will include in your incident types

What is the use of postal codes in Dynamics CRM Field Service?

Postal codes relate to territories. However, they aren’t required for the territories feature to work.

What is the use of address suggestions in Microsoft Dynamics CRM Field Service?

Address recommendations on accounts, work orders, and booking forms let you quickly enter addresses.

What is the use of auto geocoding for addresses?

It allows dispatchers to locate work orders more effectively than providing only an address

How can I use Location and Map in Dynamics CRM Field Service?

Locations and maps are significant for getting the most value out of Field Service.

How does Field Service use accounts and contacts in a work order?

Dynamics 365 Field Service uses accounts and contacts throughout the work order process.

What is the use of Knowledge Articles in Dynamics Field Service?

With knowledge management in Dynamics 365 Field Service, relevant knowledge articles can be associated directly to work orders so that technicians can troubleshoot while on the go.

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.