Field service technician security role (SMAFieldServiceTechnician)
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
The Field service technician security role represents a user who visits customers in the field to perform service orders.
Duties
By default, this security role is assigned the following duties in Microsoft Dynamics AX.
Duty name |
Duty AOT name |
Duty description |
|---|---|---|
Inquire into contact master |
smmContactMasterInquire |
Respond to inquiries about contact master data |
Inquire into service event groups Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
InquireIntoServiceEventGroups_IN |
|
Inquire into service orders |
SMAServiceOrderProgressInquire |
|
Maintain activities |
smmActivitiesMaintain |
Maintain activities |
Maintain cases |
CaseCasesMaintain |
Maintain cases |
Maintain Microsoft Outlook synchronization |
smmOutlookSynchronizationMaintain |
Configure and maintain Microsoft Outlook synchronization |
Maintain project sales packing slips |
ProjProjectSalesPackingSlipMaintain |
Document and record project sales packing slip |
Maintain service cases |
CaseServiceCasesMaintain |
Maintain service cases |
Maintain service event groups Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
MaintainServiceEventGroups_IN |
|
Maintain service orders |
SMAServiceOrdersMaintain |
Document and record service business events |
Maintain technician access to service (Enterprise Portal) |
SMAEPTechServiceMaintain |
Maintain service data for field service technicians |
Review case process |
CaseCaseProcessReview |
Monitor, analyze, and improve the case process |
View fiscal document Note This duty is assigned to the role only in Microsoft Dynamics AX 2012 R2 and Microsoft Dynamics AX 2012 R3. |
FiscalDocumentInquire_BR |