FieldOne Basics

CRM Backlog

After completing the FieldOne Certification, I tried to list done some important terms and features of FieldOne and how they relate to standard CRM service module entities. As built on top of Dynamics CRM, it uses all the powers of Dynamics CRM with an addition to FieldOne services like Schedule Board, Mobile app, resource pay and advance scheduling algorithm.

The list is more of a quick guide to understand or revise the terms. See FieldOne learning material and other blogs (listed below) for detailed information on each term. Feel free to add more information or correct me in comments section below.

FieldOne Users

  1. Dispatcher
  • FieldOne user who manages work order creation and scheduling.
  • Usually manages work orders using FieldOne web client from Dynamics CRM.
  • Notifies and dispatches a field agent for a particular work order.
  1. Field Agent
  • Field agents are users who visits customer location to provide services.
  • Uses FieldOne…

View original post 494 more words

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