FieldOne Sky for Microsoft Dynamics CRM has many configuration options, here I describe the configuration required for CRM users.
Once FieldOne has been installed you’ll need to complete some basic setup on each of your CRM FieldOne users.
Email and phone number on the CRM user record can be used to send notifications to field agents of new work orders. Therefore it is suggested you set these.
The territory field on the CRM user record is specific to CRM and is NOT used by FieldOne Sky, as it has its own separate concept of territory.
The users address in the details section is significant, if this user is linked to a FieldOne resource record the users address can be used as a starting or ending location for that resource. The address is used when calculating travel time and distance. To be able to use the address you will need to manually geocode these address. (At least that is what the training guide says! The Geocode option didn’t seem to be available on my user records, so hopefully the address will auto-geocode.)
FYI: If you don’t know Geocoding is the process of setting the longitude and latitude for addresses. This information is typically stored along with addresses in CRM but often isn’t shown on the forms. FieldOne contains the ability to show work orders and resources in a map and can also calculate travel time. For these functions to work all address related to resources and work orders will need a Geocode.
You will need to assign one or more FieldOne roles to the users who require FieldOne Sky access.
Field Security Profiles
Having added the roles to the user you will also need to add one or more field security profiles. There is a field security profile that corresponds to each of the security roles.
FieldOne Sky CRM Security Roles Explained
These are people who will need access to the FieldOne Sky administration options found in the settings area of CRM.
People responsible for scheduling and management of work orders.
- Has access to the scheduling entities
- Can create and add incidents, products, services, tasks and skills to work orders
- Has permissions to time off requests and time off reasons.
- Can view work order schedule rules
People who are responsible for inventory, purchase orders and equipment returns.
- Has access to inventory, inventory journals, purchase orders and returns
- Typically this role is combined with dispatcher role when required
People who will access FieldOne Sky via the mobile application. (Aka : The field agents.)
- Only has basic access to work orders and work order related entities
NOTE: It is typical that most users will also have one or more other “standard” CRM roles giving them access to other CRM entities. Such as contacts, opportunities, cases etc.