There are so many questions and problems faced by field service developers while Demo data import for field Service. So thought of let’s make write on common issues for demo data import for field service, which I faced during my demo data import.
While studying Field Service, Field Service installation is not enough, we need to install sample data or seed data in the environment, so we will get clear idea of how its looks like and we can play with that sample data just like real one.
Filed Service is one of the great feature available with MSD 365, here is the overview of it. Microsoft has developed managed solution for it we can install that in our environment, its available in Dynamics Marketplace.
The Dynamics 365 for Field Service schedule board provides an overview of resource availability and bookings you can make. Before you use the schedule board, it is important to set up the views and filters to your preference.
Applicable to Dynamics 365 (online) ==> Field Service, version 9.x
To use the schedule board booking functionality, geocoding, and location services, you need to turn on maps.
From the main menu, click Resource Scheduling > Administration.
Click Scheduling parameters.
Open the record and scroll down to the Resource Scheduling Optimization section.
Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.
I have been blogging on this subject for a few months!
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.
Introduction / Theory
Installing Field Service
Using Field Service
Tip: Keep checking back to this post, I will continue to add more detail.