Recently I faced issues with some of our custom and Out of the Box ribbon buttons disappearing for example look at the snapshot below. For any selected service order I was not able to see the Run Flow button which runs on-demand workflows and Power Automate Flow (and a few custom ribbon buttons as well). I investigated and found out that this happens because of a field service setting called “Show Simplified Work Order Command”. As per the document – https://learn.microsoft.com/en-us/dynamics365/field-service/configure-default-settings This setting influences the command bar on work order records and lists. By default, this field is set to Yes, which shows only the most relevant commands for work orders. The following commands will be hidden from the form: deactivate, check access, process, add to queue, queue item details, assign, share, email a link, flow, Word templates. The following commands will be hidden from the list view when no records are selected: email a link, flow, import from Excel. The following commands will be hidden from the list view when a record is selected: activate, deactivate, email a link, add to queue, flow, Word templates, Excel templates. When set to No, all commands are shown. To turn it off in your field service app go to settings from the change area and select Field Service Settings, under field service setting turn off Show Simplified Work Order Commands to No. Now we can see our run flow button along with a couple of other buttons. I hope this helps!

Introduction: This blog explains how to view Resource Skills and Role in D365 Field Service / PSA. Scenario: We often get inquiry from Clients do we have option to view Resource Skills or Roles on Schedule Board before scheduling a Work Order to Resource. Steps: Open Schedule Board and follow below steps to view skills / roles of Resource. a. Select Resource in Resource Panel as highlighted b. Right Click on Selected Resource and Click on View Resource Card. c. Resource Details will displayed as shown below screenshot with details like Time Zone, Sills, Roles of Resource and many options to connect Resource like chat/email/phone call. Note: Above explained blog is with Reference to D365 Field Service Version 7.5.1 Conclusion: Using  above mentioned steps, you can view Skills or Roles of Resource and many options to connect Resource like chat/email/phone call on Schedule Board in D365 Field Service and PSA.

Introduction: This blog explains how a Technician can register Payments done by Customer during visit of Field Service. Scenario: We often get enquiry from Clients do we have option to register Payments done by Customer in D365 Field Service this as can achived as explained below. Details: Technician should create a record of Payments on Work Order in Field Service Mobile App as detailed below. 1. Open Work Order. 2. Click “More” and select Tab of Payments as highlighted below. 3. Create a record of Payment and fill the details as shown below. Note: OOB Payment Type are Case, Check, Credit Cards and Other. Conclusion: This blog explains how Technicians can register Payments done by Customer for Work Order in Field Service Mobile App. Also Payments will be reflected in Invoice by creating records of Payment Details which will be explained in next blog.