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How to install Field Service on D365 CRM on-prem?

  • 1.  How to install Field Service on D365 CRM on-prem?

    Posted Jul 19, 2019 11:39 AM
    Can anyone please confirm the basic steps for installing Microsoft Field Service into a D365 CRM on-prem installation?

    Specifically, does it require having a D365 account?

    When we run the package deployer FieldService-OnPrem_7.6.0.32 on our brand-new of D365 CRM 1612 (9.0.2.3034) (DB 9.0.2.3034) on-premises, the License Validation step on the Executing Install Actions displays a popup that appears to ask for a D365 account that must be added to the CRM instance.

    Forgive what might sound like an obvious question, but we're brand-new to D365 and unfortunately, because of complex requirements of our many clients, are unable to "experience it" properly by running in the cloud.

    Thanks!
    Frank

    ------------------------------
    Frank Tafuri
    Senior Solutions Architect
    IDEMIA Identity & Security NA
    Billerica, MA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: How to install Field Service on D365 CRM on-prem?

    GOLD CONTRIBUTOR
    Posted Jul 22, 2019 05:03 AM

    Hi Frank,

    I recently delved into this, Field Service for on prem. I needed to evaluate the features of field service to replace our current solution which uses Service Activities and the Service Calendar.

    To install Field Service on prem you need to have a 'Dual Use Rights License'. I had to purchase one as my existing on prem licenses were not dual use. The steps to get this working:

    Setup an Office365 tenant (if you don't already have one) and get whatever agreements in place between you and your Microsoft partner so that licenses/subscriptions you buy are assigned to your tenant.

    Purchase an appropriate dual rights license. I purchased a 'Dynamics 365 for Field Service' license subscription. The license will appear in the tenant.

    Now go through the on prem Field Service install and when the popup appears at the license validation step login to your tenant which should recognise the valid dual use license and away you go.

    I found this link which helped once I'd got the dual use license in place:
    https://community.dynamics.com/crm/b/bringyourcode2life/posts/field-service-on-premise-6-2-1-setup

    Regards,
    Paul.



    ------------------------------
    Paul Simcock
    Developer
    threesixty services llp
    Manchester
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: How to install Field Service on D365 CRM on-prem?

    Posted Jul 22, 2019 10:31 AM
    Great Info Paul. I never knew something like this existed.

    ------------------------------
    Sunil Raheja
    Aha Apps
    Glen Allen VA
    https://www.ahaapps.com/microsoft-dynamics-crm/
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: How to install Field Service on D365 CRM on-prem?

    Posted Oct 11, 2019 12:54 PM
    Just conveying a belated thanks to you, Paul, for your clear and complete explanation.  We've now been up-and-running in a development environment for a while.



    ------------------------------
    Frank Tafuri
    Senior Solutions Architect
    IDEMIA Identity & Security NA
    Billerica MA
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: How to install Field Service on D365 CRM on-prem?

    GOLD CONTRIBUTOR
    Posted Oct 18, 2019 04:26 AM
    I'm glad you found it helpful Frank.

    ------------------------------
    Paul Simcock
    IT Director
    threesixty services llp
    Manchester
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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