Enhanced characteristics Setting with Dynamics 365 Field Service
Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned. Characteristics are the skills or attributes of resources. For example, they will be indicating a license… Read More »
The post Enhanced characteristics Setting with Dynamics 365 Field Service first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on:
Learn moreRelated posts
Optimizing Resource Allocation with the Resource Search Availability API in Dynamics 365 Field Service
For any organization using Dynamics 365 Field Service, the ability to efficiently allocate resources can make all the difference in meeting cu...
Dynamics 365 Field Service – Summarize records with Copilot
Dynamics 365 Field Service introduces its new feature called Summarize records with Copilot that provides technicians with a quick summary of ...
Dynamics 365 Field Service – Configure Copilot summaries in Field Service
Dynamics 365 Field Service is getting an upgrade with the announcement of the configure Copilot summaries feature. This feature allows adminis...
Exploring the Differences: Managed vs. Unmanaged Solutions in Dynamics CRM/Dataverse
In Dynamics CRM/Dataverse, solutions are central to Application Lifecycle Management (ALM), providing a structured way to manage, package, and...
Dynamics 365 Field Service – Summarize work orders with Copilot in Outlook
Announcing the latest feature for Dynamics 365 Field Service - the ability to summarize work orders with Copilot in Outlook. With this feature...
Effective Strategies for Debugging Plugins in Dynamics CRM
In a recent interview, I was asked about debugging plugins in Dynamics CRM. The interviewer specifically wanted to know my approach to plugin ...
Transitioning from Legacy Systems to Dynamics 365 Field Service
Introduction In this blog, we’ll discuss why transitioning from legacy systems to Dynamics 365 Field Service is a good option… The post ...
Exploring Trades and Trade Coverages in Dynamics 365 Field Service
Microsoft has provided different suites of applications to align with customers’ business needs. The Dynamics 365 Field Service application is...
Generate Summary with Copilot in Dynamics 365 Field Service Mobile App (Part II)
In the field service industry, timely and accurate information is essential for ensuring operational efficiency. The Dynamics 365 Field Servic...
Generate Work Order Summary with Copilot in Dynamics 365 Field Service (Part I)
A Work Order in Dynamics 365 Field Service is a critical document that outlines the specifics of a service request or job assigned to a techni...