Field Service – Agreements

Field Servic 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.

USD – Prevent Close Window Dialog

I have been repeatedly asked a question about Unified Service Desk (USD) for Microsoft Dynamics CRM, how do we stop the often annoying “webpage you are viewing is trying to close the window” dialog?

In this post I will show you a couple of approaches I have used to solve this problem.

Field Service – Time Groups

Field Service 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 may only book two appointments per day, one in the morning and one in the afternoon. This post will describe how to implement this feature in Field Service.

Voice of the Customer

I recently configured the voice of the customer functionality for a demo of CRM Online, here I describe how the steps I followed. Hopefully this post will provide the basics you’ll need to know about voice of the customer to get started.

USD – Basic Training Module 8

This is the 8th module in a training course I’ve created to help beginners understand the basics of USD.

In previous modules we’ve learnt how to open sessions (etc), in this module we will build on this concept by adding functionality to allow the agent to take notes and also “browser style” navigation buttons.