mfr - field service management + Microsoft Dynamics 365 CRM

Create service locations in mfr - field service management for new leads in Microsoft Dynamics 365 CRM

Efficiently manage your field service operations by automating the creation of service locations in the mfr - Field Service Management app whenever a new lead is added in Microsoft Dynamics 365 CRM. This workflow ensures a seamless process to enhance team productivity and response time to new leads, allowing you to provide top-notch service to your clients.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Location (Service Location)
Create a location (service location) with a contact. This is an important job information for the technician.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Appointment Type
Trigger
Instant
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New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request StateRequired
Trigger
Instant
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- Appointment typeRequired
- Duration [Minutes]Required
- Start date timeRequired
- End date time
- Appointment description
- Username of techncianRequired
Action
Write
- Customer First NameRequired
- Customer Last NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Job IdRequired
- Report definition Code (e.g. R-212)Required
Action
Write
- Job NameRequired
- Job Id
- Customer IdRequired
- Job Description
- Location Id (Service location)
- Job Template
- TargetTime
- StartDateTime
- MFR Username
- Produktliste
Action
Write
- FilenameRequired
- FileRequired
- Job IdRequired
Action
Write
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Customer
Triggers when new customer is created.
Trigger
Instant
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New Job
Triggers when new job was created.
Trigger
Instant
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- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Customer NameRequired
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- ItemType NameRequired
- ItemType IdRequired
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location NameRequired
- Location Id
- Company Id
- AddressRequired
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Entity Id (Job)Required
- Entity typeRequired
- TagRequired
Action
Write
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest IdRequired
Action
Search

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.

Related categories

Scheduling & Booking

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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mfr - field service management + Microsoft Dynamics 365 CRM

Create service locations in mfr - field service management for new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Appointment

Appointment Type

New Location (Service Location)

Job State Change Event

Service Request StateRequired

Create Appointment

Appointment typeRequired

Duration [Minutes]Required

Start date timeRequired

End date time

Appointment description

Username of techncianRequired

Create Customer Single Person

Customer First NameRequired

Customer Last NameRequired

Company Id

Company Address

Company Postal

Company City

Company note

Company note

Generate Report

Job IdRequired

Report definition Code (e.g. R-212)Required

Create Job

Job NameRequired

Job Id

Customer IdRequired