From the Microsoft Dynamics 365 Blogs: Field service inspections; Update Contacts; Connected customer service; Omnichannel

April 30 2021

This week, on the Dynamics 365 CRM blog roundup:

  • Matrix Dynamic component within inspections for Dynamics 365 Field Service
  • Create and update contacts (child) using an embedded Power Apps sub-grid
  • Dynamics 365 connected customer service example
  • Omnichannel for customer service – simplify navigation

Matrix Dynamic component within inspections for Dynamics 365 Field Service

Writing on the Microsoft Dynamics 365 CRM - Tips, Tricks & Add-ons by Inogic blog, Roohi stated that technicians use field service inspections to log the answers for various questions while they work on orders.

Roohi noted that these questions can be related to security queries, asset property details, pass-fail test for asset-based on various measures, customer signature, and customer feedback.

He added that Microsoft has introduced an inspection template feature in Dynamics 365 Field Service to build the most interactive forms for Inspection.

There are various components that can be used while building the inspection templates, such as TextBox, Entity Lookup, Number, File, Date Time, etc. Matrix (Dynamic) is one of the components which can be used to capture multiple details in a single question.

In his blog, Roohi explained how to include this component within field service inspection.

Create and update contacts (child) using an embedded Power Apps sub-grid

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