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Field service technician security role (SMAFieldServiceTechnician)

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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