How to Create lookup entries for work order fields on Dynamics 365 Foeld service Outlook Add-in

Hello Everyone,

Today i am going to share new feature which to create lookup entries for work order on Dynamics 365 Field Service  Outlook Add-in.

Let’s see this in action.

Creating new entries is necessary when frontline workers dont have enough data in their Field Service system of record.

The ability to create new entries allows frontline managers to easily and quickly add customer information within Teams or Outlook directly and save time.

Quickly create new entries for fields on the work order form in the Dynamics 365 Field Service Outlook add-in and Dynamics 365 Field Service Teams app.

An additional screen where they can fill in the details shows when users create these records.

To test this feature check for your geographical areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Canada
• India
• Japan
• France
• Korea

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

#365BlogPostsin365Days