Saturday, 24 December 2016

Field Service -Administration - Deep Dive

The 'Administration' entity for Field Services is msdyn_fieldservicesetting.




The fields are: -



Field Service Setting Id (Unique Identifier) msdyn_fieldservicesettingid
Name (string) msdyn_name

Work Order Prefix (string)  msdyn_workorderprefix
Default Scheduled Booking Status (lookup) msdyn_defaultscheduledbookingstatus
Default Canceled Booking Status (lookup) msdyn_defaultcanceledbookingstatus
Default Work Order Completed Status (picklist) msdyn_defaultworkordercompletedstatus
Default Booking Duration (integer) msdyn_defaultbookingduration

Work Order Starting Number (integer) msdyn_workorderstartingnumber
Work Order Invoice Creation (picklist) msdyn_workorderinvoicecreation
Travel Charge Item (lookup) msdyn_travelchargeitemid
Default Warehouse (lookup) msdyn_defaultwarehouse


Deactivate Work Order When Posted (boolean) msdyn_deactivateworkorderwhenposted
Deactivate Work Order When Canceled (boolean) msdyn_deactivateworkorderwhencanceled
Deactivate Booking When Completed (boolean) msdyn_deactivatebookingwhencompleted
Deactivate Booking When Canceled (boolean) msdyn_deactivatebookingwhencanceled


Work Pay Type (lookup) msdyn_workpaytype
Business Closure Pay Type (lookup) msdyn_businessclosurepaytype
Travel Pay Type (lookup) msdyn_travelpaytype
Overtime Pay Type (lookup) msdyn_overtimepaytype
Break Pay Type Lookup (lookup) msdyn_breakpaytype



Default Radius (boolean)  msdyn_defaultradiusunit
Default Radius Value (integer) msdyn_defaultradiusvalue
Undefined Booking Location (picklist) msdyn_undefinedbookinglocation




Scheduler Field Service Details View (string)  msdyn_schedulerfieldservicedetailsview
Scheduler Field Service Tooltip View (string) msdyn_schedulerfieldservicetooltipview
Scheduler Field Service Slot Text Template (memo)  msdyn_schedulerfieldserviceslottexttemplate
Scheduler Core Slot Text Template (memo)  msdyn_schedulercoreslottexttemplate
Scheduler Core Details View (string) msdyn_schedulercoredetailsview
Scheduler Core Tooltip View (string) msdyn_schedulercoretooltipview



Notification Timeout (In sec) (integer) msdyn_notificationtimeout
Booking Alert Template (memo) msdyn_bookingalerttemplate
Cancel Current Slots When Moving (boolean)   msdyn_cancelcurrentslotswhenmoving


Scheduler Resource Tooltip View (string)  msdyn_schedulerresourcetooltipview
Scheduler Business Unit Tooltip View (string)  msdyn_schedulerbusinessunittooltipview
Unscheduled WO Tooltips View (string) msdyn_unscheduledwotooltipsviewid
Scheduler Resource Details View (string)  msdyn_schedulerresourcedetailsview
Scheduler Business Unit Details View (string) msdyn_schedulerbusinessunitdetailsview
Resources Synchronization Timeout (In sec) (integer) msdyn_resourcessynchronizationtimeout





RMA Prefix (string) msdyn_rmaprefix
RMA Starting Number (integer) msdyn_rmastartingnumber

RTV Prefix (string) msdyn_rtvprefix
RTV Starting Number (integer) msdyn_rtvstartingnumber

Agreement Prefix (string) msdyn_agreementprefix
Auto Generate WO for Agreement (boolean) msdyn_autogeneratewoforagreementbooking
Generate Booking Dates X Months In Advance (integer)  msdyn_generatebookingdatesxmonthsinadvance
Generate Agreement Invoices X Days In Advance (integer) msdyn_generateagreementinvoicesxdaysinadvance
Agreement Starting Number (integer) msdyn_agreementstartingnumber
Generate Agreement WO X Days In Advance (integer) msdyn_generateagreementwoxdaysinadvance
Generate Invoice Dates X Months In Advance (integer) msdyn_generateinvoicedatesxmonthsinadvance

Purchase Order Prefix (string)  msdyn_purchaseorderprefix
Purchase Order Approval Required (boolean) msdyn_purchaseorderapprovalrequired
Purchase Order Starting Number (integer) msdyn_purchaseorderstartingnumber
Use of Products Out of Stock (picklist)  msdyn_useofproductsoutofstock


Inventory Transfer Prefix (string) msdyn_inventorytransferprefix
Inventory Adjustment Prefix (string) msdyn_inventoryadjustmentprefix
Inventory Transfer Starting Number (integer)  msdyn_inventorytransferstartingnumber
Inventory Adjustment Starting Number (integer) msdyn_inventoryadjustmentstartingnumber




Bing API Key (string) msdyn_sdkapimapkey
Entity Number Length (integer) msdyn_entitynumberlength
Auto Allocate Estimated Products (boolean) msdyn_autoallocateestimatedproducts
Auto Geo Code Addresses (boolean) msdyn_autogeocodeaddresses
Product Cost Order (picklist)  msdyn_productcostorder


Custom GPS Data (boolean) msdyn_customgpsdata
Custom GPS Resource field (string) msdyn_customgpsresourcefield
Custom GPS Latitude field (string) msdyn_customgpslatitudefield
GPS Location Expires After X Minutes (integer) msdyn_gpslocationexpiresafterxminutes
Custom GPS Location entity (string) msdyn_customgpslocationentity
Custom GPS Timestamp field (string) msdyn_customgpstimestampfield
Custom GPS Longitude field (string)msdyn_customgpslongitudefield

Advanced Settings (memo) msdyn_advancedsettings

Postpone Number Cleanup Until (DateTime)  msdyn_postponenumbercleanupuntil*
Auto Filter Service Territory (boolean)  msdyn_saautofilterserviceterritory*
Scheduler Unscheduled View (string)  msdyn_schedulerunscheduledview*
Travel Time Rescheduling(boolean)  msdyn_traveltimerescheduling*
Use of Products Out of Stock (picklist) msdyn_useofproductsoutofstock*


Hints: -

Auto Geo Code Addresses - allows choice of automatically geo-coding  fields when entering an address. Main reasons not to auto geo-code is: -
  - for bulk imports already containing geo-codes.
  - allow for client specific logic

Bing API Key - is the Bing map api key. This is meant to be used only within Dynamic CRM. This will be included in the license.



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