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.

Field Service – Reference Data

As I configure my Field Service application for Microsoft Dynamics CRM I am creating blog posts which collectively will document how Field Service works. This time I am going to look at the many pieces of “reference” data you need to create or amend whilst implementing Field Service.

Field Service – Work Order Theory

In this post I aim to continue my series covering all aspects of Field Service for Microsoft Dynamics CRM, work orders are the primary entity within Field Service. Think of them as the “essence” of all information needed complete a service request.