Generate Actuals from Field Service for Dynamics 365 CRM


Introduction:

There are various options provided for Field service settings.  his field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more.

The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area.

This blog will guide you through the steps to enable or disable the ‘Generate Actuals’ for field service entities.

  • Actuals for entities shows the amount of work that has been completed on entities like Agreements, Work Orders and Accounts.

Field Service for Dynamics 365

  • These fields mentioned in the above screenshot includes the date of transaction, contract line that the Entity is mapped to, and the currency result in the appropriate price list.
  • The fields that affect default prices, such as Role and Org Unit, cause an appropriate price to be entered by default on the Entity. If you add a custom field on the…



Source link

More About This Author

Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Share This Post On