Skip to main content

Microsoft Field Service: Dynamics CRM Scenarios for Field Service

Microsoft recently purchased FieldOne, gaining a suite of products for Dynamics CRM which fulfill the business requirements of field services.  Field services are for organizations which send technicians, installers, or inspectors to customer locations.  FieldOne, now Field Service, is offered along with Dynamics CRM Online.

Scenarios for Field Service include
  • Building inspectors
  • Maintenance personnel
  • Health and safety inspection
  • Appliance installation or service
  • Plumbing, heating and air conditioning
  • Home health care
  • Property management
  • Snow removal 
  • Highway maintenance
  • and many more
The following video case study illustrates how Field Service helps customers manage their resources more effectively.


Dispatchers at company locations use Field Service to create a list of places to visit, schedule appointments and create an efficient route.  The following screen is a visual representation of the daily schedule.

Field Service on PC


Field agents can use the mobile solution on devices such as tablets and smartphones to perform their tasks at customer sites. It is also used as the mechanism to communicate with dispatchers during the day.  Dispatchers can send SMS messages to field agents to let them know about changes in the schedule or other alerts.

Field Service on Android

To learn more, download e-books and other information.

Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

To understand Microsoft Dynamics 365 (formerly Dynamics CRM), you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises. This post introduces some of the key terms and how these concepts are important for planning your implementation. While Dynamics 365 is available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uniquely identified domains, users, security groups, and subscriptions.  Your tenant has a domain name of .onmicrosoft.com such as acme.onmicrosoft.com.  User accounts belong to a tenant, and subscriptions are assigned to user accoun

Replacing Microsoft InfoPath with Power Apps

Source:  https://powerapps.microsoft.com/en-us/infopath/ Microsoft has offered a number of forms automation products over the years, and the most long running was InfoPath which was released as part of Office 2003.  InfoPath is a powerful and flexible product that stores user data in XML while offering form features such as rules, data validation, scripting, and integration with SharePoint.  The popularity of SharePoint resulted in many organizations standardizing on InfoPath for forms, especially internal forms which are hosted on an intranet such as employee reviews, leave and payment requests, and human resources forms. Microsoft has discontinued InfoPath, with mainstream support ending July 13th, 2021, and extended support ending July 14th, 2026. Microsoft has named Power Apps as the successor to InfoPath .  Power Apps has much in common with InfoPath.  Both products include integration with SharePoint.  Both are geared toward the citizen developer and do not require advan

Power Apps Portal: The Successor to Microsoft Dynamics Portal

In case you have been reviewing Microsoft's new pricing for its Dynamics products which was released this month and have been unable to find Dynamics Portal, it has been rebranded as Power Apps Portal and shifted to the Power Apps side of the Microsoft product family. Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers.  It also provides a simpler interface than Dynamics 365 for occasional users. The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users.  "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription." Pricing starts at $200/mo