Notifications
Announcements
No record found.
I need to enable chat option in my field service between a technician and dispatcher. If my technician go to customer and after inspection if it feels that wo can be taken care for today, he should be promptly ask dispatcher to schedule the wo. Once that is done dispatcher book the work order immediately. I don't want to use email thing in it, i want it to be very fast. Any ideas on how i can allow this via some chat functionality
This cannot be achieved with the default D365 functions. How about considering customizing using JavaScript? ??
How can I do it via Javascript?
I dont think there is anything OOB that can handle instant messaging.
There are several ways that this could be done:
- Maybe have a dispatcher dashboard to show high priority tasks that need to be done
- Phone call the Dispatcher directly
- Use a Instant messaging service like MS Teams which is included in Office 365 license
- Self scheduling. If the Technician can see they have time to complete the WO today then they could schedule the WO themselves?
Plenty of options
We don't have a chat solution as of today, but mid-term I would keep an eye on this: docs.microsoft.com/.../collaborate-within-dynamics-365-using-teams
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 45 Super User 2025 Season 2
Daniyal Khaleel 27 Most Valuable Professional
Soundari 15
