Category Archives: D365 Field Service

How to Display Custom Entity in D365 Field Service Mobile App

Shailesh Wath
ERP Consultant
Published on November 25, 2018
Category: D365 Field Service

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

Extend Schedule Board Filter Section in D365 Field Service/PSA

Shailesh Wath
ERP Consultant
Published on August 10, 2018
Category: D365 Field Service

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

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

Shailesh Wath
ERP Consultant
Published on July 25, 2018
Category: D365 Field Service

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

Call Management in D365 Field Service

Shailesh Wath
ERP Consultant
Published on April 10, 2018
Category: 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

Use Incident Type to copy data on a Work Order

Priyesh Wagh
Sr. Software Developer
Published on April 10, 2018
Category: D365 Field Service

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

Payments in D365 Field Service

Shailesh Wath
ERP Consultant
Published on March 25, 2018
Category: 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

Service Level Agreements in D365 Field Service

Shailesh Wath
ERP Consultant
Published on March 10, 2018
Category: 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

Configure Notes on Entity in D365 Portal

Shailesh Wath
ERP Consultant
Published on October 30, 2017
Category: D365 Field Service

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

Resource Bookings as Calendar in D365 Field Service Portal

Shailesh Wath
ERP Consultant
Published on September 25, 2017
Category: D365 Field Service

Introduction: This blog explains how to show Resource Bookings as Calendar in D365 Field Service Portal. Steps of Implementation: 1.  Create a new Entity List in D365 Field Service for “Bookable Resource Booking” Entity as shown below 2.  Set Calendar View on Entity List as shown below 3.  Set Grid Configuration as shown below 4. … Continue reading Resource Bookings as Calendar in D365 Field Service Portal

Embed D365 Field Service Views in Dashboard of D365 Online Portal

Shailesh Wath
ERP Consultant
Published on September 10, 2017
Category: D365 Field Service

Introduction: This blog explains how to embed D365 Field Service Views  in Dashboard of D365 Online Portal. Steps of Implementation: Create a new Entity List in D365 Field Service. Set key on Entity list as highlighted below. Add View to Web Template as shown below. Note: You can refer blog how to configure Dashboards in … Continue reading Embed D365 Field Service Views in Dashboard of D365 Online Portal

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