Continuing my series on FieldOne Sky with Microsoft Dynamics CRM, I will next look at the concept of converting an opportunity into a work order. I like this concept! All too often we see that Microsoft Dynamics keeps the service modules and sales modules in neat boxes with no cross over whilst in the real…
Within FieldOne Sky for Microsoft Dynamics you use the schedule board to view schedules and manually schedule work orders. In this post I will concentrate on manual scheduling of work orders, other options exist such as using the scheduling assistant. (I will cover other scheduling methods in future posts.) You can access the FieldOne Sky…
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…
Here I will continue my series of posts surrounding FieldOne Sky for Microsoft Dynamics CRM by looking at how to create a work order from a case. I believe this process is quite a significant one, in a real world scenario it will be common for requests logged in a contact centre to involve creating…
In this post I am going to discuss creating a work order in Field One Sky for Microsoft Dynamics CRM. There are actually five ways to create a work order; Manually from within FieldOne Sky From a case From an opportunity From a FieldOne Sky agreement Manually or as a follow-up work order from the…
This time I ‘m going to look at the features provided by incident types within FieldOne Sky for Microsoft Dynamics CRM, using incident types is optional but highly recommended but what are they and why would you want to use them? Incident types allow you to define details for each “job”. Including general details plus service…
FieldOne Sky for Microsoft Dynamics CRM 2016 contains a feature to allow resources to request time off, I will describe how this operates in this post. Field agents can request time off directly from the FieldOne Sky Mobile application. Below you can see the Time Off Requests option Here you can see that I have…
This post is going to cover how to create products and services in FieldOne Sky for Microsoft Dynamics CRM 2016. After installing FieldOne Sky additional fields are added to the product entity to support FieldOne’s extended functionality. The fields that are used will differ depending on the product being an inventory item, non-inventory or service.…
Here I will continue my series of posts related to FieldOne Sky for Microsoft Dynamics CRM 2016, this time I will look at price lists. I did use FieldOne before it was included as part of the standard Dynamics offering, then I was pretty sure that price lists were optional. However, now out of the…
This is another post in my series regarding FieldOne Sky for Microsoft Dynamics CRM 2016. This time I am going to look at the concepts involved in creating resources. Before you can think about creating work orders you are going to need to create some resources capable of delivering the services on those work orders.…
