To set the Schedule Assistant to default to the Gantt chart view instead of the List view, click the three dots (•••) on one of the Schedule Boards and select Board Settings. Within Board Settings, click the Edit Defaults hyperlink…
Category: Field Service
Field Service for Microsoft CRM
How to use the ‘Resource Scheduling – Apply work templates for resources’ Action within Power Automate
We had a requirement to automatically set the work hours of a Bookable Resource through Power Automate To do this you will need to use the ‘Unbound Action’ called msdyn_applyworktemplateforresources The action requires two values: Below you can see that…
Azure DevOps Pipelines – How to migrate Calendar Rules using PowerShell
I successfully migrated Bookable Resource and Work Hour Template Calendar Rules between environments using the following approach: Firstly, I inserted the connection details for both the source and target environments. Then, I utilized Microsoft functions, starting with ‘GetCalendar,’ which retrieved…
How to Automatically Populate Values on an Inspection in Field Service
To prepopulate questions on an inspection, you should begin by adding the Inspection Response Id field onto the Work Order Service Task form. This field can be hidden or displayed, as needed, but it must be included on the form.…
How to use Remote Debugging for Field Service Mobile
Field Service Mobile now has remote debugging! This means you can now debug any errors occurring inside of the app. This is very useful for debugging annoying JavaScript errors or anything else where you have no idea why something isn’t…
Examples of using await in Dynamics 365 JavaScript
Below are just some examples of using await inside of JavaScript for Dynamics 365. I know that there are many ways of achieving this but these are just some examples which I have used in the past which work very…
Field Service Technician Service Reporting Development Guide
Microsoft have documentation covering their service reporting functionality – Field Service technician service reporting | Microsoft Docs. You will first need to download the reporting solution provided by Microsoft and install it into your environment. Next you will need to…
Migration from Resco to Microsoft (Field Service Mobile) in April 2021
This is a continuation of my last blog post – https://www.daymandynamics.com/migration-from-resco-to-microsoft-field-serivce-mobile-in-may-2020/ Microsoft have added some migration details which can be found here – https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-2020-power-platform. Observing some important information within that link is Microsoft actually now recommends using their new application…
Migrate Inspection(s) to other environments
I have a link to the Visual Studio project here. This currently only opens for Visual Studio 2019 and will not open for any earlier versions of Visual Studio. You will also need to download a few other items before…
Migrate Schedule Board(s) to other environments
I have a link to the Visual Studio project here. This currently only opens for Visual Studio 2019 and will not open for any earlier versions of Visual Studio. You will also need to download a few other items before…