Here I will give a collection of links to my various posts on FieldOne Sky for Microsoft Dynamics CRM. Hopefully this post groups them into a logical order. My intention here is to give you a one stop place to find out all about the key features of FieldOne.

As I hope you can see, this post is a work in progress. Each week I will add more links, please return for latest update!

Introduction / Background

FieldOne Sky – Overview

Work Order Theory

Installation

FieldOne Sky – Installation

Install FieldOne Sky Mobile App

Initial Configuration

Setting up user security

Creation of static data

General Set-up

Setting up Service and Billing Accounts

Creating Resources

Creating Product and Services

Creating Incidents

Creating Crews

Creating Price lists

Usage

Creating Work Orders

• Creating a work order (Manually)
• Creating a work order from a case

Scheduling a work order

• Manual Scheduling
• Scheduling Assistant

Using the FieldOne Sky Mobile app to complete a work order

Completing a work order

Product Inventory Management

• Purchasing / Inventory Overview
• Inventory and work orders
• Returns
• Customer equipment

Other

Agreements

Management information

Time off requests