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Category Archives: D365 Field Service

Resource Bookings as Calendar in D365 Field Service Portal

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

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Embed D365 Field Service Views in Dashboard of D365 Online Portal

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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Embedding D365 Field Service Charts in D365 Online Portals

Introduction: This blog explains how to embed D365 Field Service Charts in D365 Online Portals. Steps of Implementation: 1. Get Guid of Chart and View used for Chart in D365 Field Service. 2. Create a new Web Template, Portals -> Web Templates and write code in Source field with Chart ID and View ID  as copied in Step … Continue reading Embedding D365 Field Service Charts in D365 Online Portals

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Create Customer Assets in D365 Partner Field Service Portal

Introduction: This blog explains how to configure Create Customer Assets Page in D365 Partner Field Service Portal. Steps of Implementation: 1. Create a new Entity Form in D365 Field Service. Create a new Form for Customer Asset Entity with name “Portal Customer Asset – Create” and publish as shown below. Create Entity Form with name … Continue reading Create Customer Assets in D365 Partner Field Service Portal

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Generic Type Bookable Resource on Schedule Board in D365 Field Service

Introduction: This blog explains how to filter Generic Type Bookable Resource on Schedule Board. Pre-requisite: Latest Field Service Solution of D365. Procedure: 1. Open Schedule Board, Field Service → Schedule Board.   As highlighted below there is no option to select Generic Type Bookable Resource in Filter Section. 2. Click Options → Selected Resources 3. Select Generic in … Continue reading Generic Type Bookable Resource on Schedule Board in D365 Field Service

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Sharing Schedule Board in D365 Field Service

Introduction: This blog explains options available for sharing of Schedule Board in D365 Field Services Pre-requisite: Latest Field Service Solution of D365. Procedure: Open Schedule Board, Field Service -> Schedule Board. Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below. Click on field “Shared With” dropdown. Schedule Board can be … Continue reading Sharing Schedule Board in D365 Field Service

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Filter Data in Dynamics Field Service Mobile App

Problem Statement: User Syncs data in Field Service Mobile App for first time a large data transfer happens and it takes a long time may be around hours depending on data in D365 Field Service. This blog will explain how to filter data been stored in Mobile and save time for data transfer while syncing. … Continue reading Filter Data in Dynamics Field Service Mobile App

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Outlook Integration with Field Service for Dynamics 365

D365 field service or Dynamics 365 for field service is one complete field service management software. It is a product from Microsoft. It helps large and medium businesses to become quite efficient. This software can hold stuff such as service agreements, service locations, customer assets, preventive maintenance, resource management, work order management and so forth. … Continue reading Outlook Integration with Field Service for Dynamics 365

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