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Hi,
Is there anyway in Dynamics to add an account and assign an area where it can service?
For example a plumber might service within a 5km radius of their physical address. Or another plumber may service different parts of a large city.
Hi
you can add territories to bookable resources if you have field service.
docs.microsoft.com/.../set-up-territories
mox
Unfortunately not, we just use Customer Service. Though from what I can see there, Field Service is quite basic. We really need a way to be able to draw on a map.
These objects are loaded as accounts because they are external and we just tell our consumers who they can contact for a job, as we don't manage these ourselves.
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