dynamics 365 Introductions:
Field service in D365 helping for customers. Automatically send information to frontline workers.
First, we create field service free trail in dynamic 365.After completing next steps as follow the below images
STEP:1
We must take admin permission Id log in to power app with same email. As we give in d365 free trail. Login to make.poweapp.com Sign In
STEP:2
So, I already login see the image. We know how to log in to power app step by step so here I sky that directly login.
Since I choose the admin account because here, I must add users so in that cause only admin account has the axis to add users.
Step:3
After Install field service apps is completed.
Since apps install field service and field service Mobile and some other app., we choose the field service so click on that open field service home page.
STEP:4
After login we can see below the image.
Click on the Get started once click on that we can saw the Set Up so how to set up we watch tutorial step by step then we stared.
Set Up or (frontline workers): It is also called as frontline workers.
Next watch tutorial on the Create your accounts this tutorial is basic knowledge, and we can’t follow blind this step by step since first we learn what is what then follow this basic rules.
STEP:5
Set the environment is admin account step:2 step follow.
Click on the Admin centre it will open into the power platform admin centre
If you can’t this step so ask your admin for more details because in some cases, you only add one user check the environment.
STEP:6
Click on environments then select the Field Service Trail.
Since we create the field service, so we add some users and some settings.
Click on the setting.
STEP:7
Once we click on setting its navigation product, business, user + permissions and other settings as showing the image.
We click on the user + permissions in below see some many options we choose the Users and add users.
Image1
Image 2
We click on the users it’s navigate to the Add users.
select that and add the users so in the below the image we can see adding the users.
Add user select for a frontline worker user you just created.
STEP:8
After add users we click on the get started select the setup. Step up means it’s frontline workers or users. See the below image 2.
Add the frontline workers. Click on the save and close buttons.
STEP:9
Now click on the Create your accounts then select the create fill the details then click on the save button.
STEP:10
Click on the create your work orders. Entire service Account, work order type, work order summary, price list, complete the tasks full the details click on the save and close.
STEP:11
Create Schedule Board search resources click on your user or Frontline workers and schedule work.
Select the book create Booking and click on the book button. The output is image 2.
Image1
Image2
STEP:12
After complete booking then take your mobile phone and open play store and search field service dynamics365
Complete install sign with username and password
If you can’t see your app the choose the Menu Icon and select Show-production, then click on ON button.
Logging you can see app begins and download data once it’s completed then connected.
Then finely first taken the booking calendar in the view and Scheduled work order should be frontline worker to be connected.
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