[NOTE] Field Service

 [NOTE] Field Service 

Reference

Field Service deployment process generally consists of four parts:

Field Service security roles:

• Field Service - Resource 

          Frontline workers. 

          Can only read and update work orders assigned to them.

• Field Service - Administrator 

          IT administrator or service managers.

          Full access.

• Field Service - Dispatcher 

           Scheduler 

           Edit and assign work orders to frontline workers.

• Field Service - Inventory Purchase 

          Inventory managers

          Full access for Inventory-related entities within specific business unit 

• IoT - Administrator 

          IT administrators and service managers

          Full access to IoT-related entities.

• IoT - Endpoint User 

          Used by Microsoft to connect D365 to IoT systems.

Typically, a work order will go through six stages:

The image below provides a high-level overview of how scheduling works.

Work order status: