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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 fiel

Posted on by 3,393 User Group Leader

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.

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  • Suggested answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: 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

    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

  • Naveen Ganeshe Profile Picture
    Naveen Ganeshe 3,393 User Group Leader on at
    RE: How can we track third party venders(Contact type) who are working for us and not a member of our organization

    1

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