FieldOne Sky – Time Groups

FieldOne Sky for Microsoft Dynamics CRM 2016 contains the ability to configure time groups, these are very useful if you schedule appointments in terms of defined time slots. For example: You book may only book two appointments per day, one in the morning and one in the afternoon. This post will describe how to implement this…

FieldOne Sky – Resource Start Locations

I’ve recently been asked a question about resource start locations in FieldOne Sky for Microsoft Dynamics CRM. As always, if I’m asked a question I’ll try to also include the answer in my blog assuming someone else might have the same query. Each FieldOne Sky location needs a start (and end) location, this is used…

FieldOne Sky – Using the mobile application

FieldOne Sky for Microsoft Dynamics CRM includes a mobile application to allow engineers to view and complete work orders whilst in the field. In my previous posts I have described how to configure FieldOne, create work orders and schedule them. This post will explain how the engineers use the mobile application. Having loaded the FieldOne…

FieldOne Sky – Customer Equipment / Customer Assets

FieldOne Sky, part of Microsoft Dynamics CRM, contains the ability to create customer equipment. (Described as customer assets.) This can be useful when needing to record what equipment is installed at a customer’s location and helps when planning routine maintenance. In this post I will explain the concepts involved with customer equipment. Customer equipment allows…

FieldOne Sky – Inventory and work orders

FieldOne Sky for Microsoft Dynamics CRM includes the ability to adjust inventory based on work orders. In this post I will explain this concept, building on my previous posts on both work orders and inventory management in FieldOne Sky. I will attempt to show this concept by following a scenario and demonstrate the impact on…

FieldOne Sky – Scheduling Assistant

FieldOne Sky for Microsoft Dynamics CRM provides several approaches to scheduling work orders. One is manual scheduling that I have already covered in an earlier post, another is the scheduling assistant which will be the topic of this post. The advantage of the scheduling assistant is that it tries to only offer time slots that…

FieldOne Sky – Agreements

FieldOne Sky for Microsoft Dynamics CRM contains a feature that allows for the creation of agreements, which can then be used to automatically schedule work orders for routine maintenance. In this post I will explain the concepts connected with agreements. Agreements are often used for preventative maintenance as they support recurring jobs for a set…