It is true that an image can speak a thousand words. In Field Service for Microsoft Dynamics CRM by default we can’t see the entity images but they are simple to add. In this post I will explain how.
As I revise for the MB2-710 exam I am creating posts covering all aspects of my revision. Hopefully collectively they may help others prepare for the MB2-710 certification. (Microsoft Dynamics CRM 2016 Online Deployment.)
In this post I will look at planning a deployment.
As I revised for the MB2-710 exam (Microsoft Dynamics CRM 2016 online deployment) I am creating blog posts detailing all aspects of my revision. I hope these posts will aid anyone who is also revising for this exam.
In this posts I will cover;
•Accessing CRM online
This is the first post in a series I intend to create around the MB2-710 certification. (Microsoft Dynamics CRM 2016 Online Deployment.) I will try to make these posts detailed enough for the CRM novice to gain the required knowledge whilst still informative enough for the experts out there to use my posts as revision guides.
To demonstrate how to show a URL in an Internet Explorer window outside of Unified Service Desk I will explain who to create a useful help feature.
Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.
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.
Field Service, part of Microsoft Dynamics CRM 2016, 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.
I recently completed a simple but effective alteration in Field Service for Microsoft Dynamics CRM, the requirement was to be able to see if a field agent was in a risky situation or might need assistance.
The Schedule Board in Field Service for Microsoft Dynamics CRM 2016 is an important tool, for the dispatcher it may be the screen the use the most. In this post I will look at how to configure / use the schedule board.