Field Service – Characteristics

Field Service for Microsoft Dynamics CRM 2016 contains the ability to define characteristics for resources. These are often used to record skills and certifications a resource has, information that is then used on work orders to ensure only correctly qualified engineers are assigned.

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.

Field Service – Resources

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. A resource is essentially anything which can be scheduled, this might be a field agent, a piece of equipment, or even a CRM contact.

Field Service – Time Off Requests

The time off requests feature of Field Service for Microsoft Dynamics CRM gives the ability to allow the field engineer to request time off. And for this to be taken into account whilst scheduling work orders. In this post I’ll explain how this simple feature operates.