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 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 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 for Microsoft Dynamics CRM contains ability to manage inventory, the capabilities include warehousing, purchasing, adjustments / transfers, selling products via work orders and returns. The concept of inventory management within Microsoft Dynamics CRM seemed slightly alien to me at first as this is a function I’d typically expect it to reside in the…
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…
Continuing my series on FieldOne Sky with Microsoft Dynamics CRM, I will next look at the concept of converting an opportunity into a work order. I like this concept! All too often we see that Microsoft Dynamics keeps the service modules and sales modules in neat boxes with no cross over whilst in the real…
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…
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…
Here I will continue my series of posts surrounding FieldOne Sky for Microsoft Dynamics CRM by looking at how to create a work order from a case. I believe this process is quite a significant one, in a real world scenario it will be common for requests logged in a contact centre to involve creating…
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…
