Introduction Autonumbering feature is useful to uniquely identify records and comes in handy when there are many records to filter. This blog will be the walkthrough for steps need to be performed in order to enable the auto numbering for field service entities. Lets take a scenario, there is a need to auto number the Work Order entity. So, let’s begin with the steps to configure the same. Step 1: Navigate to ‘Field Service Setting’ area and click on ‘Auto-Numbering’ button on ribbon bar. Now we can enable the auto numbering for Work Order entity. Click on ‘# Auto Numbering’ button. Step 2: This will open the pop-up window to Configure Auto-Numbering and ask you to select the entity for which you want to enable the auto numbering. So, select Work Order from the drop-down list. Step 3: Enter other configuration details as shown in the below screenshot. Let’s consider that we have 2000 existing work orders in CRM. The numbering for next work orders should start from 2001 with Field Service Auto numbering. For this we need to specify the Starting Number as ‘2001’. Click on ‘Apply’ in order to apply the changes. Step7: After clicking on Apply a message will be displayed — ‘Work Order settings have been successfully updated’. Now, Work Orders are ready for auto numbering and whenever new Work Order is created, Work Order number will be auto numbered from ‘2001’ since we have provided Starting Number as ‘2001’ in the configuration. Conclusion ‘Auto Numbering’ feature allows us to auto number the field service entities in field service and avoid duplicate records in CRM.

Use case – Our requirement is to enable field description field on invoice line form on clicking of tab General. Let’s see how we can achieve this Solution – Step 1 – Create web resource with below function- var invoiceLineCustomization = {     unlockField : function(executionContext)     {         var formContext = executionContext.getFormContext();             formContext.getControl(“description”).setDisabled(false);     }, } Step 2: Add this web resource on tab property event TabStateChange and try. (path to go to event tab – Click on tab -> change properties -> event) Output – Hope this helps !

Many times, we feel like why I can’t access D365 CRM Database directly from MS SQL Server, so here is my blog that will guide you on how you can connect D365 CRM CDS Database using MS SQL Server Steps to enable D365 CRM CDS Database to make it connect from MS SQL Server: Login to https://admin.powerplatform.microsoft.com/ using administrator credentials. In Environment section, click on your environment for which you want to enable D365 CRM CDS for MS SQL Server. (In my case I am clicking on DemoEnvironment as shown below.) When Environment opens click on settings in header. Settings page will open, Click on Product and then click on Features. When features Page opens enable TDS Endpoint (Preview) and click save. Now, we have successfully enabled D365 CRM CDS to connect it from MS SQL Server. Steps to Connect CDS Database from MS SQL Server: Open MS SQL Server. In connect to SQL Server Window enter Server name (It will be your D365 CRM URL) followed by comma and Port Number (5558) e.g. of server name yourdomain.crm.dynamics.com,5558. Select Authentication as Azure Active Directory – Password. Enter Username: Your admin user id e.g. admin@xyz.com Enter Password: (Your Login password) ******** Click Connect. Now, you have successfully connected to D365 CRM DB. Write a select query and test if it’s working.

Introduction: This blog details steps on how to disable most recently used items in Lookup of D365 CRM. Scenario: Enabling prefiltering on “Reported By Contact” Lookup by Service Account in Work Order Form of D365 Field Service however it shows records which are not filtered. Developers assume prefiltering is not working however it shows most recently used items also. This feature was released in version 9.1.0.3452 and it can be disabled by following the below steps. Step: Navigate to the form editor and open the lookup field’s properties dialog. The checkbox should be enabled for option “Disable most recently used items for this field” below is screenshot for reference. Below is screenshot after publishing the form and Contacts are shown as expected.   Conclusion: Hope this blog helps you resolve the issue for disabling most recent items in lookup of D365 CRM.

Modern authentication in Exchange Online enables authentication features like multi-factor authentication (MFA). Modern Authentication is by default enabled in Exchange Online and Outlook 2013 or later supports Modern authentication. I got this issue from one of my clients that the users are unable to login to Outlook after they enforce Multi-Factor Authentications for the users and as the users were using Office 2016, I haven’t thought of checking the modern authentication and it is already enabled in Outlook 2013 or later. But then it might be the possibility that somehow, they have disabled it. Of course, they were able to login to Outlook mobile as this will always use modern authentications and it doesn’t depend whether you have disabled modern authentication for Exchange Online. There was a workaround to create an App password to login but then why not modern authentication. So, let’s see how I enabled modern authentication through PowerShell. Connect to Exchange Online PowerShell. Set-ExecutionPolicy RemoteSigned $UserCredential = Get-Credential $Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection Import-PSSession $Session -DisableNameChecking 2. Run the following command to enable Modern Authentication connection to Exchange Online by Outlook 2013 or later clients. Set-OrganizationConfig -OAuth2ClientProfileEnabled $true 3. Some organizations might have the requirement to disable modern authentication connection to Exchange Online by Outlook 2013 or later clients. Run the following command to disable the same. Set-OrganizationConfig -OAuth2ClientProfileEnabled $false 4. To verify that the change was successful. Get-OrganizationConfig | Format-Table Name,OAuth* -Auto I hope the above steps will be able to resolve the issues whenever the user is unable to login to Outlook client with Multi-Factor Authentication.

D365 For Field Service provides everything you need from optimized work order scheduling to predictive maintenance. While you may have used Microsoft Dynamics 365 for Field service, very few may know about the actual steps required to display Custom Entity in D365 Field Service Mobile App. Let’s see how to display Entity in D365 Field Service Mobile App. 1. Find Entity by using Quick Find feature in Woodford. 2. Select Entity and Click Enable Button. 3. Enable Fields on Entity. Open Fields Section Select Fields to be exposed Click Save button 4. Create Form for Entity. Open Form Section on Entity. Click New Button for Form. Enter Name for Form and click OK. Select fields for display by clicking “Add Field” menu. Design form as per need by dragging fields from Fields Section and click Save & Close button. 5. Create View for Entity. Click View Section. Click New Button. Enter Name for View and Click Ok button. Design View as per need by dragging fields from Fields Explorer Section and click Save & Close button. 6. Display Entity in Home. Open Home tab. Drag Entity from Available Items Section to Home Section. Click Save button. 7. Publish the Solution. Conclusion: Hope the above description explains clearly about the Entity in D365 Field Service Mobile App. There are endless possibilities to what D365 Field service Mobile App can do and displaying entity is just one of them. D365 Field Service is one of the greatest applications that is capable of improving business capabilities and increase efficiency to the highest level.

Introduction: This blog explains how to enable custom field in Filter section of Schedule Board in D365 Field Service & PSA. Scenario: Need to filter resources on Schedule Board by custom fields other than standard fields like characteristics, roles, business units, terriotries etc. Pre-requisites: Configure 2 Custom Entities with below Details 1. Crew Entity with Name as text field. 2. Crew Member Entity with Crew and Bookable Resource as lookup field. Steps: Below are steps to configure custom field “Crew” of type lookup in filter section of Schedule Board. 1. Open Schedule Board to Customize 2. Customize the Filter Layout Template Open Filter Layout as highlighted below. Insert below code above controls closing tag. <control type=”combo” source=”entity” key=”ResourceCrew” label-id=”Crew” entity=”cf_crew” multi=”true” /> Click “Save” button to save the changes to Schedule Board. Crew field will be shown in filter section as highlighted below. 3. Customize the Retrieve Resources Query. Open Query Template as highlighted below. Insert below code in Query template above closing tag of filter. Click “Save” button to save the changes to Schedule Board. 4. Click “Apply” button to save the changes to Schedule Board. 5. Select Crew and click Search button in Filter Section and  Resources are filtered as below Refer this link for more information. Conclusion: This blog explains steps to filter resources based on custom entities in Filter section of Schedule Board in D365 Field Service and PSA.

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills / roles of Resource. a. Select Resource in Resource Panel as highlighted b. Right Click on Selected Resource and Click on View Resource Card. c. Resource Details will displayed as shown below screenshot with details like Time Zone, Sills, Roles of Resource and many options to connect Resource like chat/email/phone call. Note: Above explained blog is with Reference to D365 Field Service Version 7.5.1 Conclusion: Using  above mentioned steps, you can view Skills or Roles of Resource and many options to connect Resource like chat/email/phone call on Schedule Board in D365 Field Service and PSA.

Dynamic 365 for field service is an end-to-end solution to manage inventory, manage service orders, track assets as well as handling complex service agreements. It also boots your business by quickly identifying and dispatching resources in turn gaining the intelligence that is required to provide support to the business. Dynamic 365 field service management software helps your business to automate and improve scheduling in order to get the most out of your resources and by dispatching the right technicians. The software proactively detects, troubleshoots and resolves issues to enhance your service experience. This software is able to provide a dedicated self-service portal to its customers with proactive updates and tracking of technicians so that customers get positive impact on their business at every step Introduction: This blog provides a solution to requirement of Client for Call Management in D365 Field Service. Scenario: Most clients specify an requirement where Customers gives a Phone Call to Call Center or send email to Customer Care department and how to design this requirement in Field Service. Resolution: We need to provide solution to requirement as detailed below 1. Create a record of Case from Service Module by Customer Care Representative User as shown below 2. Client has first level of Support team who provide phone support and provide resolution to Customer, then can continue using OOB BPF to Resolve the Case. 3. Other Scenario is Client First Level Support Team is not able to resolve the issue and needs to create an Work Order for Case then User needs to below steps. Set Incident Type on Case and save record, otherwise this will restrict User from Creating Work Order by OOB Validation as shown below. Click button on ribbon with “Convert to Work Order” this creates an Work Order populating all data from Case to Work Order. Note: By Creating Case record below are advantages: First level Support team can review KB articles to resolve the Case. Origin type of record is saved like Phone Call , Email , Web etc. OOB feature to convert Case to Work Order. Conclusion: This blog explains how Phone Calls and email from Customer can be recorded in system and on need basis we can create Work Order from Case record by using OOB feature.

Introduction: Field Service in PSA uses Incident Types. Incident Types can be defined to showcase what are the most common scenarios for field works on a particular Work Order. Having generic tasks, skillsets defined for an Incident Type saves the effort to re-enter the iterative information on a WO. Setting Up Incident Types: Field Service Incident Types can be defined in FS Administration area as shown below: Assuming I’m a branded furniture reseller, most common tasks for my technicians on field is assembling wooden furniture like Beds, Cupboards, Tables etc. So, I’ll create a generic Incident Type called as Furniture Assembly. What all to enter in Incident Types 1. Incident Types has first important section called as Characteristics. Meaning, any resource with that Skillset is required to be performing this WO. In my example, I want the carpenter to be Proficient in using Sawing and Drilling. 2. Next, is the Details In this section, Estimated Duration is automatically calculated based on the Service Tasks (point no. 3 below) to be performed by the resource and what should be the Default Work Order type. Note: Once when Default Work Order Type is selected, if you select the Primary Incident Type on the WO, the Work Order Type is automatically picked in the Work Order you are creating. 3. Service Tasks is the next section where you can list what common tasks should be performed by the resource on field. With the Estimated Duration entered, they drive the Estimated Duration on the Incident Type itself. 4. Products section is next where you can enter the Products that will be used by the field service agent in order to perform their required task. Products can be Inventory, Non-Inventory depending on their use. 5. Services are what field service agents will provide to the customers and might charge for it. Products of type Services can be entered here. Adding Details to the Work Order: Once your Incident Types are set up, you can use them in your WO and get all the data in the WO itself! You can choose to override any data from it if you want. Create a WO and fill out the common details. Then, select the Primary Incident Type as the one you selected. And when you select it, you’ll see the WO type has been automatically populated. And once you save, details from the WO like the Characteristics, Incidents, Service Tasks, Services and Products have been auto-populated. This makes things a lot easier!