I am trying to use Field Service and in my scenario there many 3rd Party involved wherein the on field service activity is carried out by contractors of 3rd Party. These 3rd party contractors are contacts in my CRM. But they are not able to sign in to field service mobile app(provided by RASCO.net) because only users can sign in to mobile app. I wanted to know how can this scenario be addressed in Field Service.
Hi Naveen,
There inst any standard way of providing the Work Order details to the 3rd party.
You might need to make a report which takes the Work Order details and send it to the 3rd party so they know the job details.
I also know that Portals are becoming more popular. You could create a online portal for the 3rd party contact so they can update the job in real time. https://www.preact.co.uk/blog/new-integrated-web-portals-for-microsoft-dynamics-crm
But there isnt any 'normal' way of doing it
1
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (