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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM Field One function...
Microsoft Dynamics CRM (Archived)

CRM Field One functionality usage - Flow of Field one

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Posted on by kiransatani 240

Hi All,

I want to know about Field One Flow, if you have any document with all step than please provide.

I want chain like first need to create account etc...  

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  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    Hi Kiran,

    Check out this link - neilparkhurst.com/.../field-service-work-order-theory

    Let me know if you need to know anything specific.

    Also you could check this - filedone.litmos.com/.../login

    Its official FieldOne training, its really good if you watch the on site training videos. You will need an account.

  • kiransatani Profile Picture
    kiransatani 240 on at

    Hi Thomas,

    Thanks for your reply. it is only for work order.

    but i need full life cycle of field one. i mean functional usage of field one.

  • Verified answer
    Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at

    This is the key relationships of FieldOne

    3036.Untitled2.png

    I suppose an example of FieldOne would be like:

    Lead/Customer -> Opportunity -> Work Order -> Invoice

    Customer -> Case -> Work Order -> Invoice

    You also have Agreements as well which go like this:

    3036.Untitled2.png

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