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Optimized Forms & Views for Field Service solution

Posted on by 1,210

Here is a solution that you can install on your freshly provisioned D365 CRM with Field Service solution in your instance (online & On-premise). The solution has 100 entities including both field service related entities and CRM core entities, no custom entities.

Every Field Service projects that I’ve work on, I always had to modify the default forms, views and many entity component layouts for best experience and easy data entry for the end user. I realized this is a redundant work and decided to build a base package that I can install on a fresh instances and build/modify as per the customer requirements.

The following components below are optimized/redesigned,

  • Forms (tabs, sections, field placements)
  • Views
  • Charts (few)
  • Business rules (few)
  • Business process flows (RMA)

Link directing to Blog Post to Download

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