Warning: Undefined array key "Play" in /homepages/7/d756825262/htdocs/clickandbuilds/365Community/wp-content/themes/Nexus/epanel/custom_functions.php on line 1812

Warning: Trying to access array offset on value of type null in /homepages/7/d756825262/htdocs/clickandbuilds/365Community/wp-content/themes/Nexus/epanel/custom_functions.php on line 1812

Warning: Undefined array key "Play" in /homepages/7/d756825262/htdocs/clickandbuilds/365Community/wp-content/themes/Nexus/epanel/custom_functions.php on line 1826

Warning: Trying to access array offset on value of type null in /homepages/7/d756825262/htdocs/clickandbuilds/365Community/wp-content/themes/Nexus/epanel/custom_functions.php on line 1826
How to modify the OOB Field Service technician service Report using PCF control - 365 Community

How to modify the OOB Field Service technician service Report using PCF control



Recently we had a requirement from one of our clients for incorporating the customization in the OOB Field service technician service report in the field service mobile and web app. Microsoft Field Service Reporting is a managed solution that can be installed in the environment.

OOB field service

Once you install the solution, the Report will appear on the Booking entity but if you are unable to see the report then you need to make sure the following two configurations are in place:

  1. Make sure that the logged-in user is having “Field Service – Resource” security role

OOB field service

  1. In the field service mobile app, make sure that the below two forms are added to your app.
  • Reporting
  • Booking and Work Order

OOB field service

So, the OOB report will be viewed from the Bookable Resource Booking entity using the “Report” button.

OOB field service

OOB field service

Now, we want to modify the above report, so let’s see the steps to modify this OOB field service report using the custom PCF control:

This report is developed using PCF control so, we need…



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