CFSWorX - Configuring Dynamics 365

CFSWorX can optionally be used with Microsoft Dynamics 365. This makes it easy to import field worker contact information, schedules, and experience information including characteristics, groups, and categories. This information is important when determining the best worker to contact. It is also possible for CFSWorX to create work orders in Dynamics 365.

The following instructions will assist with getting CFSWorX connected to an existing Dynamics 365 account.

Note: The Dynamics 365 and Azure Portal dialogs may change over time. Please consult Microsoft documentation if you have trouble finding any settings.

App Registration

1. Sign into the Azure Portal.

2. Follow the steps in the link below to set up your app in Azure. Note the Application (client) ID for later use.

https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app

1. Click on Certificates and Secrets and follow the steps in the link below to create a client secret. Note the client secret for later use.

Important Note: Make sure to copy your client secret value before navigating away from the page. This cannot be retrieved after changing the page.

https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-configure-app-access-web-apis#add-credentials-to-your-web-application

Create a User in Azure

We need to create a user in Azure that will be used to access CFSWorX. This is not related to any worker accounts. It's recommended to use a user created specifically for this purpose and used nowhere else.

1. Sign into the Azure Portal.

2. Search for Users and add a new user by following the steps in the link below:

https://docs.microsoft.com/en-us/azure/active-directory/fundamentals/add-users-azure-active-directory

Creating a Role Used for CFSWorX

Sign into Dynamics 365 and follow the steps in the link below to create a new Security Role:

https://docs.microsoft.com/en-us/power-platform/admin/create-edit-security-role#create-a-security-role

Assign the permissions below to this security role. These permissions were identified as the minimum required for CFSWorX but note that Dynamics 365 is periodically being updated by Microsoft, and these minimum permissions may change.

Below is a list of tabs that need to be modified and the properties for each tab.

Make sure to set the permissions to be Global (or Organization). The link below has more information on this:

https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges#security-roles

• Core Records Tab

• • Account

  • • Read

    • Write

    • Append To

  • Contact

  • • Read

• Sales Tab

• • Product

  • • Append To

    • Read

• Service Tab

• • Bookable Resource

  • • Read

  • Bookable Resource Booking

  • • Read

  • Bookable Resource Booking Header

  • • Read

  • Bookable Resource Category

  • • Read

  • Bookable Resource Category Assn

  • • Read

  • Bookable Resource Characteristic

  • • Read

  • Bookable Resource Group

  • • Read

  • Characteristic

  • • Read

  • Rating Value

  • • Read

• Business Management Tab

• • Business Unit

  • • Read

  • Team

  • • Read

  • User

  • • Read

• Service Management Tab

• • Calendar

  • • Read

  • Facility/Equipment

  • • Read

  • Service

  • • Read

• Customization Tab

• • Attribute Map

  • • Read

  • Entity

  • • Read

  • Plug-in Assembly

  • • Read

  • Plug-in Type

  • • Read

  • Sdk Message

  • • Read

  • Sdk Message Processing Step

  • • Read

  • Sdk Message Processing Step Image

  • • Read

• Custom Entities Tab

• • Organizational Unit

  • • Read

  • Incident Type

  • • Read

  • Work Order

  • • Create

    • Read

    • Write

    • Delete

    • Append

    • Append To

    • Assign

    • Share

  • Work Order SubStatus

  • • Read

  • Work Order Type

  • • Read

  • Tax Code

  • • Read

  • Priority

  • • Read

Field Security might need to be removed from the options below. The link below provides some more information on how to change this. The fields are found under the Work Order Entity.

• msdyn_totalamount

• msdyn_substatus

• msdyn_totalsalestax

• msdyn_subtotalamount

• msdyn_taxable

• msdyn_priority

https://docs.microsoft.com/en-us/power-platform/admin/enable-disable-security-field

Setting up Application User in Dynamics 365

1. Sign into Dynamics 365 and follow the steps in the link below to add an Application User.

https://docs.microsoft.com/en-us/power-platform/admin/create-users-assign-online-security-roles#create-an-application-user

2. Enter the Application ID and User from the app registration and the user previously created in Azure. The email should match the new user created previously.

3. Assign this user to the new role created for CFSWorX.

Creating Dynamics 365 Source in Workbench

1. Open Workbench.

2. Expand Connected Field Workers.

3. Under Field Workers, add a Dynamics 365 source.

4. Give the source a name.

5. In the Dynamics 365 Settings section, fill in the Dynamics 365 Instance URL, AppID, and Secret fields with information about your Dynamics 365 instance.

6. Make other changes as desired (see Configuring Dynamics 365 for more information).

7. Apply the changes.

Obtain Worker Location from Dynamics 365

Instead of using MobileHMI device health data, the location of workers can be determined from Dynamics 365. On the desired field worker source object, select the Use CRM Location box to get location from Dynamics 365. (See Configuring Dynamics 365 to Obtain Mobile Location Updates for information on how to enable the field technician location tracking feature in Dynamics 365 for Field Service.)

See Also:

Field Workers

Welcome to CFSWorX

Configuring Dynamics 365 to Obtain Mobile Location Updates