Resource Bookings as Calendar in D365 Field Service Portal

Introduction: This blog explains how to show Resource Bookings as Calendar in D365 Field Service Portal. Steps of Implementation: 1.  Create a new Entity List in D365 Field Service for “Bookable Resource Booking” Entity as shown below 2.  Set Calendar View on Entity List as shown below 3.  Set Grid Configuration as shown below 4. … Continue reading Resource Bookings as Calendar in D365 Field Service Portal

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Embed D365 Field Service Views in Dashboard of D365 Online Portal

Introduction: This blog explains how to embed D365 Field Service Views  in Dashboard of D365 Online Portal. Steps of Implementation: 1.       Create a new Entity List in D365 Field Service   2.       Set key on Entity list as highlighted below 3.       Add View to Web Template as shown below Note: You can refer blog how … Continue reading Embed D365 Field Service Views in Dashboard of D365 Online Portal

Embedding D365 Field Service Charts in D365 Online Portals

Introduction: This blog explains how to embed D365 Field Service Charts in D365 Online Portals. Steps of Implementation: 1. Get Guid of Chart and View used for Chart in D365 Field Service. 2. Create a new Web Template, Portals -> Web Templates and write code in Source field with Chart ID and View ID  as copied in Step … Continue reading Embedding D365 Field Service Charts in D365 Online Portals

Create Customer Assets in D365 Partner Field Service Portal

Introduction: This blog explains how to configure Create Customer Assets Page in D365 Partner Field Service Portal. Steps of Implementation: 1. Create a new Entity Form in D365 Field Service. Create a new Form for Customer Asset Entity with name “Portal Customer Asset – Create” and publish as shown below. Create Entity Form with name … Continue reading Create Customer Assets in D365 Partner Field Service Portal

Set Customer Type field in D365 Javascript Web API

Introduction: This blog explains how to set Customer Type field in D365 Javascript Web API. Problem Statement: We get error while setting value of Account lookup on Contact in D365 Javascript Web API as below: “An undeclared property ‘customerid’ which only has property annotations in the payload but no property value was found in the … Continue reading Set Customer Type field in D365 Javascript Web API

Sharing Schedule Board in D365 Field Service

Introduction: This blog explains options available for sharing of Schedule Board in D365 Field Services Pre-requisite: Latest Field Service Solution of D365. Procedure: Open Schedule Board, Field Service -> Schedule Board. Open a specific Tab Setting on Schedule Board for e.g. Facility as highlighted below. Click on field “Shared With” dropdown. Schedule Board can be … Continue reading Sharing Schedule Board in D365 Field Service