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I have been a big fan of the D365 Field Services Inspections from day 1 , it is a great way to easily answer a list of questions as a digital form when technicians need to when they do customer work. Recently I have been going through Services Inspections again and I found a list of cool features that I would like to share . So, here we go !!!!!
Exporting as a PDF is very helpful when you want to send the inspection questions via email ahead of time.
This is great when Technicians are performing inspections on Part Lists where they have to Dynamically input each part into a grid. By default you get 3 columns but, you have the ability to add more columns if you wish.
In the Inspection designer add the new question called Matrix(Dynamic). Go to the Advance area of the question to add more columns.
In the Inspection designer add the new question File.
Use the page dropdown in the Inspection designer to add one or more pages. Add a page title and a page description. Finally, if you need to add conditional logic to hide and show pages based on the Answers to certain question goto the Logic Tab to add the rules.
So these are some of my favorite Tips on D365 Field Services Inspections. As always I hope this article will become useful to you during this time when you are working from home. Stay safe, have fun and let me know if you have any questions.
The post D365 Field Services Inspections – Tips and Tricks appeared first on D365 Blogger.
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