FieldOne Sky – Incident Types

This time I ‘m going to look at the features provided by incident types within FieldOne Sky for Microsoft Dynamics CRM, using incident types is optional but highly recommended but what are they and why would you want to use them? Incident types allow you to define details for each “job”. Including general details plus service…

FieldOne Sky – Time Off Requests

FieldOne Sky for Microsoft Dynamics CRM 2016 contains a feature to allow resources to request time off, I will describe how this operates in this post. Field agents can request time off directly from the FieldOne Sky Mobile application. Below you can see the Time Off Requests option Here you can see that I have…

FieldOne Sky – Creating Products and Services

This post is going to cover how to create products and services in FieldOne Sky for Microsoft Dynamics CRM 2016. After installing FieldOne Sky additional fields are added to the product entity to support FieldOne’s extended functionality. The fields that are used will differ depending on the product being an inventory item, non-inventory or service.…

FieldOne Sky – Price lists

Here I will continue my series of posts related to FieldOne Sky for Microsoft Dynamics CRM 2016, this time I will look at price lists. I did use FieldOne before it was included as part of the standard Dynamics offering, then I was pretty sure that price lists were optional. However, now out of the…

FieldOne Sky – Creating Resources

This is another post in my series regarding FieldOne Sky for Microsoft Dynamics CRM 2016. 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.…

FieldOne Sky – Static Data Set-up

Time Here I will continue my posts about FieldOne Sky for Microsoft Dynamics CRM, this time I am going to look at some of the many pieces of static data that might need to be configured when you first implement FieldOne Sky. The data maintenance options can mainly be accessed via the administration section of FieldOne…

FieldOne Sky – Work Order Theory

In this post I aim to continue my series covering all aspects of FieldOne Sky for Microsoft Dynamics CRM, work orders are the primary entity within FieldOne sky. Think of them as the “essence” of all information needed complete a service request. In this post I specifically cover these questions on work orders; What are…

FieldOne Sky – Accounts (Service and Billing)

Within FieldOne Sky for Microsoft Dynamics CRM you have a number of additional parameters that can be completed on service accounts and billing accounts. In this short post I will explain the meaning of these additional fields. Service accounts are any accounts that are eligible for service. In FieldOne Sky terms this implies accounts that…

FieldOne Sky – User Setup

FieldOne Sky for Microsoft Dynamics CRM has many configuration options, here I describe the configuration required for CRM users. Once FieldOne has been installed you’ll need to complete some basic setup on each of your CRM FieldOne users. User Details Email and phone number on the CRM user record can be used to send notifications…

FieldOne Sky – Install Mobile App

Please Note: CRM 2016 Update 1 has included a rebranding of FieldOne to call it Field Service. It has a different install process which I have documented here. Before installing the FieldOne Sky Mobile app you will need to have install FieldOne Sky on your Microsoft Dynamics CRM 2016 server. If you haven’t see this…