Looking for Dynamic 365 expert

Closed Posted 6 years ago Paid on delivery
Closed Paid on delivery

We are an AC repairing company. We have Dynamic 365 Sandbox, where we works on field

service to create work order, assign resource and generate invoice. We are having some

problem in this.

1. I am admin of this site. In my Dynamic 365, I have created a Dashboard but it is not

showing in my mobile application (Field Service-Dynamic 365).How to create a

dashboard in my mobile application?

2. I have created Work Order in Field Service and assign it to resources. I have created

agreement also but invoice is not generating automatically. When I tried to add

Products and Service, they are added in Sales not in Field Service. I have added a

clause where as per the working hours completed, the automatic invoice would be

generated with the pricing of $20 per working hours but due to some reason I aren’t

able to generate the mentioned invoice as per the clause structure.

3. How to add synchronization filter on a field agent's account? I do not want to show

resources their completed work order.

4. I want to create a workflow/MS flow for alert, whenever a work order is assigned to

a field agent, a mail will be sent to that field agent.

ASP.NET Microsoft Office

Project ID: #16430226

About the project

3 proposals Remote project Active 5 years ago

3 freelancers are bidding on average $30 for this job

shivanimishra19

Hi, I am expert in Dynamics CRM and able to resolve your issue. please contact me. Thanks

$55 USD in 1 day
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