Tuesday, 12 September 2017

MICROSOFT DYNAMICS 365 FIELD SERVICES ACCOUNTS

ACCOUNTS:-


Service Accounts:-

1)Define where the Work Order will Take Place.
2)Location data used for Scheduling Assistance,and Calculating Travel Times.

Billing Accounts:-

1)Defines the Account that will be used for billing.
2) Service Account used by default.

Sub Accounts:-

1) Additional locations.

Field Services uses Geo Locations to find out the exact location of the Work.
So Geo Location should be turned on otherwise you will get error messages initially.
to configure the geo location turning on follow the steps below:
Field Services > Resource Scheduling > Administration > Enable Resource Scheduling for Entities or Schedule Parameters

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