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…
Tag: Mobile
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…
PCF – Simple Note Experience
I created this PCF to allow a simpler experience of adding notes and attachments while using any of the Dynamics mobile applications. This control was primarily built for mobile but can also be used on the web as well but…
Migration from Resco to Microsoft (Field Service Mobile) in May 2020
Microsoft have announced there new Field Service Mobile application which is soon to replace the old application previous built using the Resco platform – https://docs.microsoft.com/en-us/dynamics365/field-service/mobile-2020-power-platform This blog post may seem a little pre mature as the application has just been…
How to get more space out of your views in Resco Mobile CRM
This post will show you how you can get some extra space in your views in Resco Mobile CRM. Below is an example of using extra space in the view where I have added custom icons in place of the…
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…