web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Inspection Template Ac...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Inspection Template Access

(1) ShareShare
ReportReport
Posted on by TG-27040845-0 4
Hello all,
 
I am trying to create a new inspection template in Field Service. I am assigned as the Field Service - Administrator, I have access to the inspection in my security role, and I can view active templates page in my settings (currently none have been created by our organization.) However, I have no option to create a new inspection. I'm assuming some security setting that I have missed, any recommendations?
 
 
I have the same question (0)
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Hi,
     
    I am using the Dynamics 365 Field Service Trial.
    I did not encounter your problem.
    I logged in as a user who has only been given the Field Service - Administrator role.
    I can create a new Inspection Template.
     
    You can use the Command Checker to check what rule for the New button is false that causes it to be hidden.
     
     
    Then, you can contact your system administrator to modify the relevant rules using the Ribbon Workbench.
     
    If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
     
  • HanVo Profile Picture
    HanVo 79 on at
    You should not create/update Inspection Template (msdyn_inspection) directly. The ribbon NewRecord button is hidden.

    You should only create/edit Inspection Template Version (msdyn_inspectiondefinition). Once you publish the Inspection Template Version, the backend process will create/update the Inspection Template.

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.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
FSRon Profile Picture

FSRon 75

#2
James White Profile Picture

James White 21

#3
AT-28040446-0 Profile Picture

AT-28040446-0 20

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans