Field Service – How to demo?

I’ve created a number of posts regarding Field Service and I’ve been lucky enough to have prepared tailored demos for several customers. In my experience creating a good tailored demo of Field Service takes some considerable effort. This post includes a basic video of a Field Service demo, I’ve also given notes on the configuration steps required to be able to create a demo such as this.

Field Service – User Guide

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.

FieldOne Sky – Time Groups

FieldOne Sky 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 book may only book two appointments per day, one in the morning and one in the afternoon. This post will describe how to implement this…

FieldOne Sky – Resource Start Locations

I’ve recently been asked a question about resource start locations in FieldOne Sky for Microsoft Dynamics CRM. As always, if I’m asked a question I’ll try to also include the answer in my blog assuming someone else might have the same query. Each FieldOne Sky location needs a start (and end) location, this is used…

FieldOne Sky – Using the mobile application

FieldOne Sky for Microsoft Dynamics CRM includes a mobile application to allow engineers to view and complete work orders whilst in the field. In my previous posts I have described how to configure FieldOne, create work orders and schedule them. This post will explain how the engineers use the mobile application. Having loaded the FieldOne…