web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Microsoft Dynamics CRM (Archived) D365: Field Service Wo...

Microsoft Dynamics CRM (Archived)

D365: Field Service Work Order Signature

(0) Share

Report

Report

Posted on by Nithya Palanisamy

232

Hi,

I'm setting up Field service in D365. I have some doubts. Please clarify.

In mobile app, for field service agent, Work Order has Signature field.

1. What is the purpose of this field?

2. Who needs to sign here, Customer or Field Service Agent?

3. And where this gets stored in D365 web?

Thanks,

Nithya

*This post is locked for comments

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (1)

Nithya Palanisamy 232 on at

Like (0)

Report

RE: D365: Field Service Work Order Signature

Thank you!

Was this reply helpful? Yes No
Verified answer

Andreas Cieslik 9,267 on at

Like (0)

Report

RE: D365: Field Service Work Order Signature

Here is a guide:

docs.microsoft.com/.../field-service-mobile-app-user-guide

1. Later in the process you could create a custom service report with the signatures on it.

2. Both can add if your process requires it. Usually the customer that confirms that your job was completed to his satisfaction.

3. In gets stored in the Notes section of your Work Order

In the woodford app configuration you can specifiy for an notes field that a signature can be taken and stored into that field.

Was this reply helpful? Yes No

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return

Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft

Responsible AI policies for the Community

Quick Links

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1

Community Member 2

#2

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans