Simplify frontline worker setup

Important

This content is archived and is not being updated. For the latest documentation, go to New and upcoming features in Field Service. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview Early access General availability
Users, automatically - - Apr 1, 2021

Business value

Frontline worker setup is critical to field service management. With this functionality, admins can provision new frontline workers into Dynamics 365 Field Service with one single form. Additionally, this reduces the time it takes for admins to complete this process and allows frontline workers to receive quicker access to the Dynamics 365 Field Service mobile app.

Feature details

This new experience will be enabled with the following features:

  • Streamlined setup for one or more frontline workers into Dynamics 365 Field Service through a single form.
  • Default security role, field security profile, and mobile offline profile for frontline workers.
  • Frontline workers will automatically receive an email to download the Dynamics 365 Field Service mobile app.

Quick setup form for frontline workers

See also

Set up your frontline workers (docs)