Field Service – User Guide

Microsoft Dynamics 365 and Unified Service Desk

Field Service for Microsoft Dynamics CRM 2016 is a powerful tool to help support the activities of field based engineers.

I have been blogging on this subject for a few months!

Here I will give a collection of links to my various posts on Field Service for Microsoft Dynamics CRM. Collectively these posts should provide you with a detailed user guide, you could think of this post as a “book” on Field Service.

  • Introduction / Theory
  • Installation
  • General Setup
  • Using Field Service
  • Customizing Field Service
  • MB2-718 (Field Service Revision Notes)

Tip: Keep checking back to this post, I will continue to add more detail.
Introduction / Theory

PostDescriptionLast Updated
Overview
An overview of the capabilities of Field ServiceAugust 2016
Work Order Theory
A description of what a work order is, its lifecycle and how it relates to other Field Service entitiesAugust 2016
Video DemoA video…

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Enable Organization Insights Preview in Dynamics 365 CRM Online

Follow the below steps to enable Organization Insights preview feature in Dynamics CRM 365.

Step 1: Open Dynamics 365 CRM Online. Go to Settings -> Administration -> System Settings -> Previews.

Step 2: Select I have read and agree to the license terms.

Step 3: Select Organization Insights Preview (Enable Organization Insights Preview) as Yes and click on OK.

Organization Insights Preview SettingsStep 4: Refresh the CRM Online Organization. Go to Dashboards and Click on the Organization Insights Dashboard.

Organization Insights Preview Dashboard

Step 5: Below Dashboard will be displayed with different types of charts related to the Organization.

Organization Insights Preview Dashboard View

Hope you have learned a new feature today :):):)

How to get list of all Entities Display Name, Logical Name and Other info using SQL Query in MSCRM?

Use the below query to get all the list of Entities Display Name, Logical Name and Object Type Code.

SELECT 
DISPLAYNAME.LABEL 'Display Name', 
EV.NAME 'Logical Name',
ObjectTypeCode 'Object Type Code'
FROM 
ENTITYVIEW EV INNER JOIN 
LOCALIZEDLABELLOGICALVIEW DISPLAYNAME
ON (EV.ENTITYID = DISPLAYNAME.OBJECTID) AND (DISPLAYNAME.OBJECTCOLUMNNAME = 'LOCALIZEDNAME')
WHERE 
LANGUAGEID = 1033 -- Add this if you want to filter records using language Id. For Example : LANGUAGEID 1033 is English
--AND ISCUSTOMENTITY = 1 -- Remove this if you want to show the system entities as well 
--AND ISACTIVITY = 0 -- Add this if you want to filter out the activity entity
--AND EN.NAME NOT LIKE '%MSDYN%' -- Add this if you want to remove like post album, filter, etc
ORDER BY 1

Output:

How to get list of all Entities Display Name, Logical Name and Other info using SQL Query in MSCRM

Inspired from Miss Dynamics CRM blog

How to get the number of Tables and their records information in MSCRM On-premise?

Follow the below steps to get the volume of Tables,

Step 1: Open MSCRM SQL Database.

Step 2: Under Databases, select the required <CRM_Org_Name>_MSCRM database. Right click on it and click on Reports -> Standard Reports -> Disk Usage by Table.

Disk Usage by Table

Step 3: Disk Usage by Table report will be displayed as shown below.

Disk Usage by Table Report

Other way to do the same is,

Step 1: Select the required MSCRM database. Click on F7 or View -> Object Explorer Details.

Disk Usage by Table - View Object Explorer Details

Step 2: Object Explorer will be opened in a new window. Right click on the header to select the required data columns to be displayed as shown below.

Disk Usage by Table - Object Explorer Details

Hope you got the results successfully :):):)

How to use Autocomplete feature in Dynamics 365?

Got a requirement to show the list of countries on an Contact form with Autocomplete feature in Dynamics 365.

Already i have a “Country” Master entity with the below main fields,

AutoComplete - Country Fields

Click here to download the Country Master records.

On Contact Entity, used existing field “address1_country“.

Configured the below function on Onload of Contact Entity Main form,

Click hereSELRES_372e7e03-79a1-4051-afee-ab2bea51b4c9SELRES_2fa84526-7748-4dd0-9a45-989ec80b4b72SELRES_f20c5529-027c-4d76-8825-16f2d86e4a42SELRES_58d7c2ce-5d68-4b68-bcf3-9d6bec1d7e2fSELRES_58d7c2ce-5d68-4b68-bcf3-9d6bec1d7e2fSELRES_f20c5529-027c-4d76-8825-16f2d86e4a42SELRES_2fa84526-7748-4dd0-9a45-989ec80b4b72SELRES_372e7e03-79a1-4051-afee-ab2bea51b4c9 to download the same javascript code in txt format.

function AutoCompleteCountryRecords() 
{ 
 var countrySet = new Array();

// Retrieve all Countries records
 Xrm.WebApi.retrieveMultipleRecords("new_countries", "?$select=new_name,new_countrycode,new_capital").then( 
 function success(result) {
 // Check whether result contains records or not
 if (result.entities.length > 0) {
 // Read all country records one by one
 for (var countryRecordsCount = 0; countryRecordsCount < result.entities.length; countryRecordsCount++) {
 // Push Country Code, Country Name and Country Capital to countrySet Array
 countrySet.push(
 new Array(
 result.entities[countryRecordsCount].new_countrycode,
 result.entities[countryRecordsCount].new_name,
 result.entities[countryRecordsCount].new_capital
 )
 );
 }
 }
 }, 
 function (error) { 
 // Show error message
 Xrm.Utility.alertDialog(error.message, null);
 });

// Key Press Funtion
 var keyPressFcn = function (ext) {
 try {
 // Get country value
 var countryInput = Xrm.Page.getControl("address1_country").getValue();
 resultSet = {
 results: new Array(),
 commands: {
 // Unique Id
 id: "sp_commands",
 //To add the Link at the bottom of the auto complete search result
 label: "Learn more",
 action: function () {
 // Specify what you want to do when the user
 // clicks the "Learn More" link at the bottom
 // of the auto-completion list.
 // For example onclick of Learn More, just opening bing page
 window.open("https://www.bing.com/");
 }
 }
 };
 // Covert the entered text to lowercase
 var countryInputLowerCase = countryInput.toLowerCase();
 // Read countrySet Array records one by one
 for (var countryCount = 0; countryCount < countrySet.length; countryCount++) {  // Compare the entered text to the Country Name in countrySet Array element, if Yes add the country details to resultSet  if (countryInputLowerCase === countrySet[countryCount][1].substring(0, countryInputLowerCase.length).toLowerCase()) {  // Add the element to the resultSet  resultSet.results.push(  {  id: countrySet[countryCount][0],  fields: [countrySet[countryCount][1], countrySet[countryCount][0], countrySet[countryCount][2]] // Country Name, Country Code, Country Capital  });  } // Check resultSet.results >=10 then break
 if (resultSet.results.length >= 10)
 break;
 }
 // Check resultSet.results has records then results in showAutoComplete otherwise hideAutoComplete
 if (resultSet.results.length > 0) {
 ext.getEventSource().showAutoComplete(resultSet);
 } else {
 ext.getEventSource().hideAutoComplete();
 }
 } catch (e) {
 // Log the error in console
 console.log(e);
 }
 };
 // Register addOnKeyPress event on address1_country field
 Xrm.Page.getControl("address1_country").addOnKeyPress(keyPressFcn);
}

Output:

Open any New or Existing Contact record and start typing country name, below recommendations will be shown.

AutoComplete - Output

Hope you have learned a new feature today :):):)

 

How to enable Image for an Entity in Dynamics CRM?

I have created a custom entity named “Country” and want to set an image for it.

Follow the below steps to do the same.

Step 1: Open CRM. Goto Settings -> Customizations -> Customize the System -> Entity.

Step 2: Create an Image Data Type Field in the Country Entity as shown below.


Enable Image for an Entity - Data Type Image

Step 3: Open the Country Entity Main Form.

Enable Image for an Entity - Country Form

Step 4: Click on Form Properties and click on Display Tab.

Select the Show image in the form to opt the feature.

Enable Image for an Entity - Country Form - Display Settings

Step 5: Save and Publish the Entity.

Step 6: Open any existing record or create a new Country record. Click on the Default Image on the record to upload the Image.

Browse for the required file and click on OK.

Enable Image for an Entity - Country Record - Browse File

Step 7: Image will be updated automatically and shown in the record.

Enable Image for an Entity - Country Record - India

Hope you have successfully uploaded the required image for your record.