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.
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.