Thursday, 7 September 2017

MICROSOFT DYNAMICS 365 FIELD SERVICES SETUP AND CONFIGURATION

SETUP AND CONFIGURATION:

> Field Service Security Roles
> Initial Configuration Settings
> 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 --App Access
>> Field Service --Dispatcher
>> Field Service --Inventory Purchase
>> Field Service -- Resource

Field Service Administration:


Several administrative settings can be defined to allow greater flexibility and customization for use with Field Service

>> This colud Include:
>>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


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