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How Resco Mobile App User have different Security roles on multiple projects in Field Service

uk365guy
Hi Everyone,

Today i am going to share quick tip on how to check the Microsoft Dynamics 365 Field Service Mobile App Users security role levels and how they are varied in terms of  Mobile App users access to various projects within the Organisation.

So let’s get’s started.

Let’s assume an Organisation have multiple projects of Field Service, so the users might be the resource in that project. There are different security roles to each resource.

In order to check the security role on  Resco MobileCRM  Woodford Solution:

Go to Dynamics 365 >  Settings > Woodford > MobileCRM Woodford >

Click on the “show users” button on the navigation pane. New pop up comes up with the list of users with their security roles.

See below image:

Microsoft Dynamics 365 Field Service Mobile App User security role  points to remember as follows:

1) we must assign the security roles we want the project to apply to the user.
2)All users with that role are added to the project.
3)Users added to the multiple projects will receive the project  with the higher priority.
4) See the users associated with a project using show users.

I hope this helps.

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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Microsoft Dynamics 365 Field Service Mobile App unsupported metadata version error

uk365guy
Hi Everyone,

Today i am going to share on how to fix an error while syncing the field service mobile app on desktop.

The error: “Field Service Mobile unsupported metadata version” 

In order to fix the error, go back to the Dynamics 365 – Settings – double click MobilecrmWoodford  and select the version 9.10 then publish all.

Open the  Field Service Mobile App and enter user credentials then sync the credentials with CRM.

Here you go.. user can login into field service mobile app successfully.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk
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Microsoft Dynamics 365 Field Service – Field Agent capabilities on Mobile App

uk365guy
Hi Everyone,

Today i am going to share what are the capabilities of the Mobile App user on Microsoft Dynamics 365 Field Service.

Mobile App Field Agents Capabilities:

Field Agents can use the mobile app to review Work Orders  bookings and get all info needed to complete the jobs.

Below image i have just shown the example of the Mobile App.

1)Review Work Order bookings
2)Open attached Work Order
3)View Work Order location on map
4)Update Work Order Status
5)Check Work Order details
6)service tasks, products, services etc..
7)Add Notes, Voice capture, pictures, signatures and so forth..
8)Also Create a follow ups.

I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk
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How to assign Schedule Board to the Managers in Microsoft Dynamics 365 Field Service

uk365guy
Hi Everyone,

Today i am going to share quick tip about how to assign the ownership of schedule board on Microsoft Dynamics 365 Field Service.

Suppose in a organisation a Team Manager  needs a schedule Board to manage his/her team – System Administrator set up the Schedule board for that Manager.

Then the Manager once login’s  he/she should be able to see their Schedule Board.

Let’s get’s started.

Initially Schedule Board is “Initial Public View”.

In order to create new Schedule Board click  “+” sign..

Give the Tab Name and Shared With “specific people” or “Just Me” or  “Everyone”.

Fill in all the General Settings and Schedule Types configuration, once required fields filled click on “Add” button at the bottom.

Then the new Tab is added to the Schedule Board see below:

As you can see from above image “MallaGurram” tab is added , on the left hand side you can set filter for that user and save – “Filter & Map View area.
Resource = ” MallaGurram” and save filter.
Assign the new created Scheduled Board to the user “MallaGurram”,  Go to Advanced Find and select the Schedule Board Setting and select the “Active Schedule Board Settings”, click result, see below:
Select the user and click on the navigation menu ” Assign Schedule Board Settings” to the user.
Finally the Schedule Board is assigned to the user, Manager can login into the Microsoft Dynamics 365 Field Service and access the Schedule Board to check the “Resource” schedules.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk
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Microsoft Dynamics 365 Field Services Mobile App Setup

uk365guy
Hi Everyone,

Today i am going to discuss about the Microsoft Dynamics 365 Field Service Mobile App, where can we download, compatibility.

Field Service Mobile Options:

As we know Field Service Mobile Application is built on the Resco Mobile CRM platform, it has been built on Microsoft Dynamics 365.

The supported devices are as follows:
Windows 10
IOS 6+
Android Phone

we can download the Mobile App from Microsoft Store and it is with a truck image on the App.
See image:

So the Mobile App can be used on the Personal Computers, Laptops, Tablets etc..

Field Services Mobile App Features:
With the Mobile App we can view the Bookable resource bookings views – agenda, day/week/month 
Combination of bookings and Work Orders forms
Embedded logic and business rules
-System status correlation
-Status change timestamps
-Booking start and end times
-Follow-up Work Orders
-Mandatory synchronization of WO’s created within last week.
When we launch the Mobile App for the first time, we need to configure the App with the Dynamics 365 see below image:
Once the Mobile App is launched then click on the “Setup” button to configure with our Dynamics 365 Organisation URL.
Click on the Dynamics 365 Connect and fill in the credentials of dynamics 365 user.
Fill in the URL, Username, Password, and click on save password for automatic login into Mobile App later sessions.
Then click on the refresh button to sync the credentials for the first  time.
Application Navigation


we will need Field Service Admin, dispatcher, inventory purchase, or resource to use the mobile app,may still require additional permissions to change data, can navigate to any of the items listed on the Mobile App.
We can check the what version of Field Service Mobile App by clicking on the “About” icon on the App:

I hope this helps:

For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing
Contact us: https://www.gmritsolutions.co.uk
Email: admin@gmritsolutions.co.uk

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