Field Service Reporting solution

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Posted on by Silviu Moraru

Hi guys,

Recently I stared to work in CRM Dynamics 365, and my manager told me to implement the FieldServiceReporting solution, everything was ok until I need to change the format of the report.

I tried the pcf control but i stucked in it.

Can you help me with the steps what i need to start?

Thanks in advance.

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Dan Gittler - Dynam... on at

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For custom reports I would check out the power BI integration - docs.microsoft.com/.../use-power-bi

Field service also has some out of the box reporting but note it’s not configurable on top of what’s shopped - docs.microsoft.com/.../reports

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Silviu Moraru 10 on at

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We want that report to be sign in the customer location with two signature, one of the customer and one of our tehnician. after that the report is sended to customer, and in our crm its saved like pdf .

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Dan Gittler - Dynam... on at

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Got it. And you want to collect signature from field service mobile? Or you want to email report and have it signed by customer and sent back?

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Silviu Moraru 10 on at

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Yes.

Its about that solution : docs.microsoft.com/.../mobile-powerapp-reporting

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Dan Gittler - Dynam... on at

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Thanks! So as you follow those docs, which step are you stuck on? Solution import? Is it this step?

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Silviu Moraru 10 on at

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The import of default solution I made it, after that you need to download the source code, after the customization you connect with cmd pac auth to your environment an upload the new report template.

I uplouded the solution, easy.

I downloaded visual studio, imported the source code, i foud the ReportPreview project and here i'm stucked , in wich folder i create the new "Solutions" folder ?

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Fannie30 2,990 Moderator on at

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It sounds like you need more development assistance on this. Is that correct?

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Jonathan baker on at

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Hi Silviu,

Are you at the point where you are following steps to import PCF components? docs.microsoft.com/.../import-custom-controls

You can create the Solution folder anywhere on your desktop - that should not matter.

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Silviu Moraru 10 on at

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yes

thanks

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Silviu Moraru 10 on at

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yes , i read it, but i thing is someting more. like pac solution init --add reference , i tryed in many posibilities and it give me an error.

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