Dynamics 365 Field Services, Microsoft CRM Dynamics, Microsoft Dynamics 365, Microsoft Dynamics 365 Field Service, Microsoft Dynamics CRM, Resco Field service Mobile

Connecting to your D365 Field Service instance from Field service mobile app

If you are trying to connect to your Field service instance using the FS mobile app you need to first setup the Field service mobile configuration tool (a.k.a. woodford) , install the Default base mobile template project and then derive a customizations project which would hold your Mobile customizations.

This can be setup following the guide on Microsoft docs:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/install-field-service

But even after following the guide if you try connecting to FS mobile, you may end up getting few errors.

Your organization has not created a Bookable Resource for your account and set it to be “Enabled for Field service Mobile”

The issue here is that if you want to access FS mobile app, your user account should have a corresponding Bookable Resource with “Enabled for Field service Mobile” flag checked.

Here I have created a Bookable resource and enabled it for FS mobile:

Once you setup the Bookable resource, try to connect to FS mobile app again, you may get another error message:

Your organization needs to configure Field Service Mobile. There may not be a published mobile project or the mobile project is not configured for a security role assigned to you.

If you remember while setting up the FS Mobile project in woodford, the project was enabled for Field Service related Security roles, you need to make sure the User trying to login to the FS mobile app has at least one of those security roles. Once you give FS related security role to the user you should be able to access FS mobile app.

Happy Field servicing 🙂

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Microsoft Dynamics 365 Field Service, Resco Field service Mobile

Activating field service mobile licenses for D365

If your customer has D365 FS licenses and you were using Woodford solution to customize the Microsoft FS mobile app or Resco FS app, the woodford trial would eventually expire after a period of 30 days.

However for each D365 FS license you can activate a FS mobile app license as well, how to do it is explained in detail on the following URL:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/activate-fs-mobile-app-license

 

 

 

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Dynamics 365 Field Services, Resco Field service Mobile

Resco Field service mobile app – Error loading woodford solution – CRM metadata failed to refresh

If you are trying to make any customizations to the Resco Field service Mobile app, you would encounter few strange issues at times which can block development.

Note: In case you are unaware, the silverlight based woodford solution just works in IE(Tested in IE11) and that too in non-incognito mode i.e. if you are working in incognito mode, the solution will fail to load.

Also many times the solution gets loaded but towards the end it gives you error saying CRM metadata failed to refresh and then all you can access is your Profile tab (and other non dev related tabs).

I haven’t been able to find a solution to the above problem except for restarting IE again, seems like a caching issue.

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