Microsoft Dynamics 365 for Field Service Setup and Configuration

Hi Everyone,

As you have seen my previous blog the important points to consider before Field Service Project Implementation.

Now we are going to see the Field Service Setup and Configuration.

Let's get started.

We all know any Microsoft Dynamics 365 Customer Engagement projects that needs a clear understanding of what are the security roles to be configured in order to use the application in more efficient way.

So inside Microsoft Dynamics 365 for Field Service the following are the points to be considered carefully:

- Field Service Security Roles
- Initial Configuration Settingd.
- Using Products and Price Lists in Field Service
- Setting up and Defining Field Service Resources.


Field Service Security Roles:

5 Security Roles are created as part of Field Service

-Field Service  --  Administrator
Field Service Administrator is the one who configure the Field Service Solution and configure all the Mobile App settings etc..

-Field Service  --  App Access
Field Service App Access is the role where general user who go out to some information about the schedules and resources in general.

-Field Service  --  Dispatcher
Field Service Dispatcher role is the one who manages the resources say contract manager to over see group of resources for a particular area.

-Field Service  --  Inventory Purchase
Field Service Inventory Purchase role is the one who manages back office inventory purchase items and adjust the Inventory in warehouses.

-Field Service  --  Resource
Field Service Resource role is the actual technician who perform the task or operations on the client site, so the resource should be having the Mobile App to see the Work Order to perform the task and update the field service operation.


There are several other Field Service Administrative settings can be defined to allow greater flexibiltiy and customization for use with Field Service.

Which includes the following:
Characteristics
Territories
Priorities
Warehouses
Postal Codes
Products
Bookable Resources
Price Lists
Time Groups
Payment Terms
Incident Types
Tax Codes
Booking Statuses
Service Task Types
Booking Rules

I hope this helps.

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