Field Service – Install

Field Service is a powerful addition to CRM 2016 Update 1 providing a full solution capable of supporting the needs of field engineers.

You may have previously seen FieldOne. Field Service is FieldOne rebranded and enhanced.

I have already created a number of blog posts connected with FieldOne but many things have changed! I therefore plan to create a new set of posts covering all aspects of Field Service.

The first thing that has changed is the process to install Field Service. So in this post I will give a step by step guide on how to provision a CRM Online Trial with Field Service enabled. (I’ll also mention how to add the trial into an existing solution if required.)

The install process is in two parts, first you will need to create a CRM trial with Field Service enabled. Then you will install the Mobile client and connect that to your trial.

Create Trial and Enable Field Service

  • Step One – Use the self-start trial option
  • Step Two – Enter your details
  • Step Three – Prove you aren’t a robot
  • Step Four – Create your account
  • Step Five – Customize your trial

Install Mobile Client

  • Step One – Download the Field Service Mobile App
  • Step Two – Configure and Test the App

Create Trial and Enable Field Service

Step One – Use the self-start trial option

You can access the free trial set-up from here…… https://www.microsoft.com/en-gb/dynamics/crm-free-trial-overview.aspx

Having selected the link, you will be presented with a screen similar to this. Simply select the “Get Started” option in the Self-Start Trial box.

Step Two – Enter Your Details

Next you will need to select your country, enter your name and contact details.

Once you’ve entered your details simply click next. Then you create your user ID and enter a password. This user will become the system administrator on CRM and Global administrator in Office 365. Keep this in mind as you can always create more “standard” users later. I tend to always give this first user the name of admin. (But that is just me!)

Step Three – Prove you aren’t a robot.

Before you can continue you need to prove you aren’t a robot! So enter your mobile number, you’ll get a text with containing a number. You’ll then enter that verification code on the next screen.

Step Four – Create your account

Your account is created at this point. Don’t forget to make a note of your user name and password as you’ll need these later.

Step Five – Customize your trial

Before you CRM instance is created you’ll next need to customize your trial. As I’m describing creating a Field Service trial here you are going to want to select the “Field Service” option.

You have two approaches at this point. If you want you can select just the Field Service option. If you do this, after a pause your trial system will open with just the Field Service options enabled. (As shown below.)

Normally however, I want to do more that just Field Service. You are probably going to need elements of sales and service. So I tend to select the “All of these” option. This will give you a CRM solution with the following options.

If you select the “None of these. Don’t customize my trial” option. Or is you want to add a Field Service trial into a sandbox or production instance. Then you can goto settings and select Dynamics Marketplace. And you should see “Trial for Field Service”. You can then use that option to add Field Service capability into your CRM organisation. (If you plan to add Field Service into an existing environment you will need to ensure it is CRM 2016 Online Update 1 or later.)

Install the mobile client.

Step One – Download the Field Service Mobile App

Having configured your CRM trial and added the Field Service option. The next step will be to install the Field Service mobile client. This can be done on a Andriod, Apple or Windows mobile device. I’ll show loading the application from the Windows Store but it is available in Apple Store etc.

Simply search the store looking for “Field Service”. You should see the “Field Service Mobile” application. Select that.

Click install and wait!

Step Two – Configure and Test the App

Once the application has downloaded, when you run it you’ll be presented with a screen something like this. The first thing you’ll need to do is connect it to your CRM organisation. To do that select the “Setup” option.

The setup screen looks like this …. Simply select the “Connect…” link next to the CRM option.

Now you will need to enter the url you use to access CRM, your user name and a password. As I have shown below.

Assuming everything has worked you should now be able to see account data in the accounts option.

If all has gone well, that’s Field Service installed. You are now ready to configure and use the product. Enjoy.
J

5 thoughts on “Field Service – Install

  1. Pingback: FieldOne Sky – Install | Microsoft Dynamics CRM and Unified Service Desk

  2. Pingback: FieldOne Sky – Install Mobile App | Microsoft Dynamics CRM and Unified Service Desk

  3. Pingback: Field Service – User Guide | Microsoft Dynamics CRM and Unified Service Desk

  4. Pingback: Field Service – How to demo? | Microsoft Dynamics CRM and Unified Service Desk

  5. Pingback: Field Service – How to demo? - Microsoft Dynamics CRM Community

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