Field Service Module Set Up

[Eyespi20]

We just purchased and installed the field service module in Dynamics 9.0. Our current call handling software has similar features, but not exactly the same and not as in-depth as Dynamics goes, so pulling that over to Dynamics is not going to be as simple as a=b.

That being said, have any of you used this module and if so, what kinds of conventions did you use when setting up things like the call status and equipment status cards? The 3 digit id is throwing me off some in call status, so wanted to see what kinds of logic there were to set this up.

Thanks!

Margaret

 

[U079310]

Margaret we are heavy users of Field Service. Do you still need help with this ?

Rick
rhhunt@charter.net

 

[Eyespi20]

Yes, I would greatly appreciate any insight you can offer!

Thanks!

Margaret

 

[U079310]

Sounds good. I work from home so perhaps the easiest thing would be to talk via the phone to determine what your main questions are. You can reach me at the number below.

Rick
906-249-3945