Dynamics CRM Field Service Mobile App: Resco No More

Author by Dan Fink

Microsoft acquired FieldOne in July of 2015, a tool which included field service scheduling, work orders, resourcing, assets, and a collection of other tools which can be extremely useful for customers looking to used Dynamics CRM for field service management. This tool worked quite well as a managed solution for Dynamics CRM, however if mobile access was required, the Resco mobile client was needed, which complicated the licensing scenario, and required extra installations on devices beyond the Dynamics CRM Mobile Client.

In the Update 1 release of Dynamics CRM 2016, Microsoft rolled out their own solution for Field Service, based on the FieldOne solution, which looks and works almost exactly as FieldOne does. To complete the full transition from 3rd-party solution to an integrated CRM solution, Microsoft has rebraded the components of the solution, and now has created a new mobile app that field service representatives and use. The new app Field Service Mobile allows users to interact with Accounts, Contacts, Products, etc. as the other mobile client does, but it also allows access to Resource Bookings, Customer Assets, Time Off Requests, Maps, and Schedules, which will make it easy for field service reps to work on the go in a cloud-first, mobile-first environment.

Here are some screenshots of the new mobile client.

Menu-(1).PNGTask.PNG

Accounts.PNGAssets.PNGMap.PNG

This is a great new addition to the Field Service capabilities of Dynamics CRM, that you can get here.

Author

Dan Fink

Senior System Engineer