Partner Field Service Portal in Dynamics 365.


Dynamics 365 comes with Partner Field Service portal which helps Partners manage work order, service request, assets, invoices, opportunities etc. from within the portal.

Go to Administrator Center, select Portal and click on Manage.

Select Manage Dynamics 365 Instance

Click on Update Dynamics 365 Instance

Select Partner as Audience and Partner Field Service as the portal to be deployed

Once installed this is how Partner Portal looks like

Below are the different menu options that comes OOB.

Partner Program

Opportunities

Customers

Field Service

Below are the Entity Forms associated to the Partner Portal Web site created in CRM.

Below are the Entity Lists associated to the Partner Portal Web site created in CRM.

Around 121 Entity Permission records are added by the Partner Portal

Web Roles specific to Partner Portal.

Below are some of the permission for the Partner Admin web role.

Once the portal is setup next step would be to Become a Partner. Click on Begin Here.

Update the profile and click on submit.

Within CRM, the admin user needs to run the Approve Partner Application workflow on the corresponding portal contact user record.

After workflow succeeds we can assign appropriate web roles to the portal contact user.

The portal user can create customer contacts record

The portal user can raise Service Requests from within the portal.

Can manage Work Orders.

Can manage Opportunities.

The portal has the Dashboard that shows the details around the opportunity and the cases.

Hope it helps..

Advertisements

Author: Nishant Rana

I love working in and sharing everything about Microsoft.NET technology !

9 thoughts on “Partner Field Service Portal in Dynamics 365.”

  1. Hi,
    We are unable to fetch contact and account record in Portal Customer Contact and Customer Account Page.
    Please help me out here.
    Thank in Advance !

    Like

    1. Hello Kan, did you resolve your issue? I noticed that none of the default Partner portal accounts get set up with the appropriate field Service web role. if you are using those or setting up your own , make sure the contact has the FS web roles assigned.

      Like

  2. and this is available for on-prem too, for people who don’t WANT to give MS control of their data and the connection to CRM, right?

    Like

Please share your thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.