FieldOne Sky – Customer Equipment / Customer Assets

FieldOne Sky, part of Microsoft Dynamics CRM, 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. Customer equipment allows…

FieldOne Sky – Inventory and work orders

FieldOne Sky for Microsoft Dynamics CRM includes the ability to adjust inventory based on work orders. In this post I will explain this concept, building on my previous posts on both work orders and inventory management in FieldOne Sky. I will attempt to show this concept by following a scenario and demonstrate the impact on…

FieldOne Sky – Scheduling Assistant

FieldOne Sky for Microsoft Dynamics CRM provides several approaches to scheduling work orders. One is manual scheduling that I have already covered in an earlier post, another is the scheduling assistant which will be the topic of this post. The advantage of the scheduling assistant is that it tries to only offer time slots that…

FieldOne Sky – Agreements

FieldOne Sky 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. Agreements are often used for preventative maintenance as they support recurring jobs for a set…

FieldOne Sky – Manual Work Order Scheduling

Within FieldOne Sky for Microsoft Dynamics you use the schedule board to view schedules and manually schedule work orders. In this post I will concentrate on manual scheduling of work orders, other options exist such as using the scheduling assistant. (I will cover other scheduling methods in future posts.) You can access the FieldOne Sky…

FieldOne – Collection

Here I will give a collection of links to my various posts on FieldOne Sky for Microsoft Dynamics CRM. Hopefully this post groups them into a logical order. My intention here is to give you a one stop place to find out all about the key features of FieldOne. As I hope you can see, this…

FieldOne Sky – Creating Work Orders

In this post I am going to discuss creating a work order in Field One Sky for Microsoft Dynamics CRM. There are actually five ways to create a work order; Manually from within FieldOne Sky From a case From an opportunity From a FieldOne Sky agreement Manually or as a follow-up work order from the…