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Category Archives: D365 Field Service

Disable Recently Used Items in Lookup of D365 CRM

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 … Continue reading Disable Recently Used Items in Lookup of D365 CRM

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Unable to login to Outlook Client with MFA? Enable Modern Authentication

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 … Continue reading Unable to login to Outlook Client with MFA? Enable Modern Authentication

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How to Display Custom Entity in D365 Field Service Mobile App

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 … Continue reading How to Display Custom Entity in D365 Field Service Mobile App

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Extend Schedule Board Filter Section in D365 Field Service/PSA

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 … Continue reading Extend Schedule Board Filter Section in D365 Field Service/PSA

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View Resource Skills and Roles on Schedule Board in D365 Field Service / 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 … Continue reading View Resource Skills and Roles on Schedule Board in D365 Field Service / PSA

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Call Management in D365 Field Service

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 … Continue reading Call Management in D365 Field Service

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Use Incident Type to copy data on a Work Order

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 … Continue reading Use Incident Type to copy data on a Work Order

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Payments in D365 Field Service

Introduction: This blog explains how a Technician can register Payments done by Customer during visit of Field Service. Scenario: We often get enquiry from Clients do we have option to register Payments done by Customer in D365 Field Service this as can achived as explained below. Details: Technician should create a record of Payments on … Continue reading Payments in D365 Field Service

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Service Level Agreements in D365 Field Service

Introduction: This blog explains how to configure SLA to Work Order Entity. Scenario: Most clients demand SLA for Work Orders and Resource Bookings in Field Service. Steps of Implementation: We need to configure SLA for Work  Order as explained below. 1. Mark checked  for setting “Enable for SLA” on Work Order entity as highlighted below. … Continue reading Service Level Agreements in D365 Field Service

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Configure Notes on Entity in D365 Portal

Introduction: This blog explains how to configure Notes on Entity in D365 Portal. Steps of Implementation: Below steps explain how to configure Notes section on Partner Work Order form in D365 Partner Field Service Portal. Create new Section for Notes on Form in D365 Field Service. Save and publish the changes. Navigate to the Portal … Continue reading Configure Notes on Entity in D365 Portal

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