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Field Service Mobile license questions

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Posted on by 1,320

I downloaded the Dynamics Field Service (2017) mobile app (with the truck icon). When I opened it, I did not see Work Orders, and I could not open booking records to edit forms. So I installed the Woodford solution and imported the project template. This works, so now I'm able to see Work Orders, update bookings, and customize the app. 

Question: It looks like the woodford solution is only a TRIAL, and it is saying I need to purchase a mobile license of Resco Mobile CRM after 30 days to continue using. Does this mean after 30 days, I will go back to the stock app and no longer be able to open Work Orders or access bookings? If so, does one paid license cover all users? Or does each user need to purchase a resco mobile crm license?

I just want the mobile users to be able to access and update work orders and bookings. Is there a free way to do this? 

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Field Service Mobile license questions

    It's just a way to interpret a text field, it's not really a signature in that sense.  you'd need to add some controls like "If this field contains data, make it read only" or the like.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Field Service Mobile license questions

    Last question...after submitting the signature, is there no way to remove or edit the signature? Don't see much documentation on this. Any help would be appreciated.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Field Service Mobile license questions

    Ahh thanks...it shows now. And you were correct, it only shows in UII.

  • Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Field Service Mobile license questions

    Well yes, you have it turned off on web.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Field Service Mobile license questions

    Here is what I have in the custom controls for the signature field. It is still not showing for both Web and UII.

    1325.568500.Capture.PNG

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Field Service Mobile license questions

    That's a custom control on a text area field.  You just need to look at the text area field in the desktop app as well.  Also, I'm pretty sure the signature custom control requires that you're in UUI, not in the legacy desktop interface.

  • epark06 Profile Picture
    epark06 1,320 on at
    RE: Field Service Mobile license questions

    Thanks. I am using the Dynamics 365 Mobile app now. When I go into a Bookable Resource Booking, I added a signature using the app. However I do not see this in the Notes or Activities when looking at the record on PC. It is not on the Work Order Notes either.

  • Verified answer
    Wayne Walton Profile Picture
    Wayne Walton 13,726 on at
    RE: Field Service Mobile license questions

    Depending on how much functionality you want, the default mobile app might be fine.  If you assign the right security roles to your field team, they'll have access to work orders an bookings, and you can update the app as you like.  You don't get some of the fanciness Resco offers, like the routing and better offline management, but that might do, based on your need.

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