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This article guides you through the first steps with the application and the scenario of creating and scheduling a work order to resolve a customer's service request.
Tip
You can add users and create the following records quickly from the Get started page in the Service area of Field Service.
A system administrator needs to install the Field Service application for your organization. For more information, see How to install Dynamics 365 Field Service.
Review default settings for the Field Service app.
In the Field Service app, open Settings.
Go to General > Field Service Settings > Work Order / Booking.
Review the mandatory values and set optional values for your organization. For more information, go to Set defaults for work orders, bookings, the schedule board, and agreements.
Field Service needs latitude and longitude values for service account records to estimate travel times when scheduling a work order to a resource.
Make sure the environment is connected to the Bing Maps service.
Enable Auto Geo Code Addresses to let the system help assign coordinates to an address.
Enable map and location settings on work orders and other relevant records.
Enable resource scheduling for entities.
Administrators decide which entities can be scheduled to resources. A solution called Universal Resource Scheduling adds scheduling capabilities to entities and provides the schedule board. Any entity (including custom entities) can be enabled for scheduling; typical examples include cases, opportunities, and orders.
Create users or select existing users and assign them a license for Field Service. Users with a license can access the Field Service application, according to their user role. For more information, go to Set up Dynamics 365 Field Service users and security profiles.
Set up at least a dispatcher and a frontline worker. Dispatchers manage work orders for your organization. They schedule the work and assign it to a frontline worker, who completes the work for the customer.
Every customer of your company usually has its own account record. It lists their location, contact information, billing information, and numerous related details. Field Service represents individuals working for your customer as contacts. You can create relationships between contacts and accounts to ensure you get in touch with the right person.
Create an account that represents one of your customers.
Define the fields that Copilot uses to generate a summary of a work order. Learn more: Configure the work order summary.
Work orders contain all the information for a service request that originates from a customer. It outlines the work to be done, typically at the customer's location or at the location of an asset or equipment. To quickly create a work order, go to the Get Started page and select Create in the work order section and enter relevant details.
Schedule the work order to a frontline worker to complete the work.
There are several ways to schedule a work order. For manual scheduling, open the Schedule Board in the Scheduling section of the Service area.
Find your work order in the requirement pane. Drag it to a free time slot in the future for one of your frontline workers.
Frontline workers use the mobile experience on their phone or tablet.
Download and install the mobile app and sign in as the technician to whom the work order is assigned.
The Booking tab shows the work order you scheduled to the frontline worker. Update the status of the booking and related details to indicate completion of the work order.
In the Field Service web application, service managers can analyze day-to-day operations with Power BI reports.
Reports appear under Analytics and Insights.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Explore Dynamics 365 Field Service - Training
This module introduces Dynamics 365 Field Service. It starts with an overview of the typical field service lifecycle, and then discusses how to manage work orders and inspections in Dynamics 365 Field Service. Learners are introduced to the Dynamics 365 Field Service mobile app, which allows technicians to work effectively and efficiently in the field.
Certification
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate - Certifications
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.