Field Service price list item
If your business involves providing outsite service, recurring or scheduled maintenance and repairs, installation, or any other task that requires the presence of a technician at a customers location, Microsoft Dynamics 365 Field Service is a great tool to empower your workers, optimize your resources and improve your clients overall experience with increased efficiency of your field service solutions. It allows you to manage every facet of your business by sorting your work orders, resources, times and locations as entities that you can use to assume better control of your operations. Show
1. What is an entity in Dynamics 365?So what are those Dynamics 365 Field Service entities? Simply put, entities are tables, each containing a specific type of data. Information is assigned to entity types through attributes that serve as the tables columns and define the nature of an entitys records. Entities are thus an integral component of Microsoft Dynamics 365, as they are essential to the classification and management of business data, handling bookings, resources, work orders, inventory, billing and more Dynamics 365 comes with most of the entities you may need already implemented. However, it is also possible to create new ones custom to your business needs. So where do we find all of the available entities and how do we make one? In order to view and customize the list of entities, proceed as follows: 1. Open Settings; 2. Click Advanced Settings; 3. In the newly opened tab, click the arrow next to Settings 4. Select Customizations; 5. Click Customize the System 6. Find Entities at the left-hand side and click to view the full list; 7. If you wish to create a new entity, click New. 2. Breakdown of each Dynamics 365 Field Service entityDynamics 365 Field Service entities: person or company related entities
Dynamics 365 Field Service entities: activity entities type
Book entities
Dynamics 365 Field Service entities: msdyn entities
Agreement entities
Field Service entities
Incident entities
Inventory entities
Order invoicing entities
Payment entities
Purchase order entities
Quote booking entities
Quote invoicing entities
Requirement entities
Resource entities
RMA entities
RTV entities
Tax entities
Work order entities
Dynamics 365 Field Service entities: order related entities
Dynamics 365 Field Service entities: analyses related entities
As you can see, there are many Dynamics 365 Field Service entities and it may prove daunting to go through and acquaint yourself with every single one of them. However, correctly employing the entities is instrumental to getting the most out of Field Service. If you need help understanding, customizing or setting up new Dynamic 365 Field Service entities, dont hesitate to contact a GestiOnTheGo adviser today! |