In this post I will show you how to set up an SLA timer on the Schedule Board Requirements view. First of all you need to create a new field on the Resource Requirement entity: Data Type = Whole Number…
Category: Field Service
Field Service for Microsoft CRM
Generating a mobile report and attaching it to an email using JavaScript in Resco Mobile CRM
In this post I will show an example of how to execute a mobile report and sending it within an email using javascript in Resco CRM. I had a requirement to provide a way of quickly creating an email with…
Custom Drip Scheduling for Field Service Mobile
Microsoft has currently deprecated the drip scheduling feature in Field Service which means we must build this feature ourselves, luckily there is a simple way of achieving drip scheduling using sync filters. Below is an example of a sync filter…
How to upgrade from v9.1 to v11+ for Field Service Mobile
Microsoft have added an official article on how to upgrade your mobile project https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-upgrade-project. You have 2 options: Import the new project template from Microsoft, derive the template and create a child project, and manually recreate your customizations in the…
Techniques to build complex sync filters in Woodford
When dealing with offline functionality the key is to limit the amount of data being synced to the device. In some cases you may have thousands if not millions of records for an entity and can take a long amount…
Forms Pro Integration with Dynamics 365 and Field Service Mobile
Forms Pro is the newest survey solution from Microsoft. You can try it here https://formspro.microsoft.com/en-us/ Step 1 – Install Forms Pro from Microsoft App Source Once you confirmed the install, check to see if the solution has installed. It wont…
Schedule Board health check and possible fixes
These options are only available with these versions or later MicrosoftDynamicsScheduling – Universal Resource Scheduling 3.4.0.141 Microsoft Dynamics 365 Version 1710 (9.1.0.2435) online Checking the health of your schedule board The URS solution should now include a new web resource…
Using Microsoft Flow and TFL API to retrieve Travel Time
Here is an example of using Microsoft flow to calculate estimated travel time from one location to another. This would be very useful for Field agents who travel primarily on trains and public transport. Below is the link to test…
Open Google Maps or Waze from Resco Mobile CRM
Field Agents who frequently travel will most likely be comfortable with using well known and familiar applications to set their journey directions, such as Google Maps or Waze. Below is code which is triggered from a command. In this case…
Open and prepopulate fields onto a new form using JavaScript in Resco Mobile CRM
The only way to achieve opening of a new form is to write some JavaScript using JSBridge. I would assume already that you know how to add commands and OfflineHTML within Woodford. Below is an example of creating a…