Enhanced characteristics Setting with Dynamics 365 Field Service

Field Service contains the ability to define characteristics for resources. These are used to record the skills and certifications of a resource. It has information that is used on work orders to ensure only correctly qualified engineers are assigned.

Characteristics are the skills or attributes of resources. For example, they will be indicating a license or certification needed for certain types of work.

The Latest Field Service Version (8.8.101.95) introduced this feature independently for Field Service by configuring the settings from the “Field Service Setting” area.

This blog will be a walkthrough of the steps needed to be performed to enable or disable enhanced characteristics for resources.

This Field Service Setting allows system administrators to set the default setting of Enhancement for Characteristics of resources. With this enhanced characteristic setting enabled, the user can append some more information to Bookable Resource Characteristic records.

Consider the…

Source link