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.
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:
- Make sure that the logged-in user is having “Field Service – Resource” security role
- In the field service mobile app, make sure that the below two forms are added to your app.
- Reporting
- Booking and Work Order
So, the OOB report will be viewed from the Bookable Resource Booking entity using the “Report” button.
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 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.
Array
Dyn365CE23 April 2024Automate Creating Customer Voice Survey Invitations using Canvas Power Apps
Dyn365CE22 April 2024Streamline brokerage dealerships with the power of maps within Dynamics 365 CRM
Dyn365CE22 April 2024Building a Custom AI Text Editor using Microsoft’s Azure OpenAI
Dyn365CE19 April 2024Transforming Business Travel with maps integrated within Dynamics 365 CRM
