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iCepts Mobile Field Service Management Set up and user guide
Assign Field Service App Role Center to user
Role Center = Field Service Rep.
Assign Field Service App Permissions
User Permission Sets
D365PREM SMG, EDIT
Create a User Defined Permission Set to add the following permission:
Setup SMTP in BC
Create Resource Card for each Field Service Rep – Resource No. = BC User ID
Assign the following to the Resource
Create new Location if needed
Update Inventory Posting Setup if new Location is added
Setup Resource Capacity
Add E-Mail and Phone No. to User Setup for Field Service Rep User IDs
BC will open to the Field Service Dashboard for users assigned the “Field Service Rep.” Role Center. The Role Center displays the Service Order Allocation Lines assigned to the Resource associated with the User ID logged into BC.
Personalization is available for the Role Center Page
Use the Hyperlink to the Service Order to open the Field Service App Service Order Page
Sample Field Service Order
Features of the iCepts Mobile Field Service Management App
Sample Confirmation (Print > Preview)
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