Tag: D365
Customize Opportunity Close Dialog Box
After the October 2019 release wave, system administrators now have the ability to customize/configure the Opportunity Close Dialog box without having to use any code or other development efforts. This is a great new feature and allows us to capture additional information when an opportunity is closed, either won or lost. In the following example I am going to add a custom ‘Other Reason’ text field that only shows (andRead More
Field Service Inventory Dashboard
Field technicians that have to go onsite and perform repairs and/or installations, have to keep track of what they have in their truck inventory at all times. It would also be very beneficial for them to be able to see which products they need to complete their work orders, so with that in mind, I created an inventory dashboard in the mobile application for Dynamics 365 for Field Service. InRead More
Quick Book in Field Service
There are several different ways you can schedule work orders in Dynamics 365 for Field Service. Most of you are probably familiar with the schedule board and the scheduling assistant and how we can schedule resources from there. One of the newer ways we can schedule work orders is the ‘quick book’ option which allows us to schedule resources directly from within the context of a work order without havingRead More
