Dynamics 365 Field Service user guide

Not sure what you're looking for, where to begin, or how to improve your Field Service knowledge? Use this guide to see a bird's eye view of the Dynamics 365 Field Service resources.

Resources

Before we begin, here are the top places for information about Field Service:

Field Service concepts

The purpose of this section is to understand what Dynamics 365 Field Service is and why it's valuable to customers.

Video catalog

Install and set up

The purpose of this section is to help you set up a Field Service environment.

Create and manage work orders

The purpose of this section is to help you configure work order management, which is a core capability of Field Service.


Configure more capabilities

The purpose of this section is to help you explore all the features of Field Service and configure more detailed scenarios and business requirements.

Automated scheduling (Resource Scheduling Optimization)

Connected Field Service (IoT)

Implementation

The purpose of this section is to provide implementation guidance and best practices, both technical and strategic. It also points toward extensibility and developer instructions.

Walkthrough of Field Service

Take a look at the following video for a full walkthrough of Field Service and its functionality.

Learning Catalog

Looking for training outside of documentation? Here are some of our training resources, including free self-paced content on Microsoft Learn, instructor-led training, and certifications, organized by role. Be sure to check back as we grow our catalog.

Business Decision Maker

  • Learn the fundamentals of Microsoft Dynamics 365 Field Service: This learning path introduces learners to Dynamics 365 Field Service. You will learn about core product capabilities and discuss the scheduling process and other tools that you can use to support your field service activities. This learning path helps prepare you for Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM). Takes 1 hour, 23 minutes.

Business User

Implementation Project Manager

  • Implementing Microsoft Dynamics 365 for Field Service: Field service companies often realize they need help as they discover that workflow inefficiencies are preventing growth and limiting revenue. Taking the right steps to configure Dynamics 365 for Field Service will save you time during your implementation. Takes 4 hours.
  • Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service: Schedule anything to the right resource for any job or task with ease. Takes 5 hours.
  • Working with Connected Field Service for Dynamics 365 and Azure IoT: This learning path introduces you to connected Field Service and Azure IoT. Included in this learning path is identifying exceptions, registering and managing devices, remotely monitoring and servicing equipment, and using IoT central with connected Field Service. Takes 6 hours.
  • Learn the fundamentals of Microsoft Dynamics 365 Marketing: This learning path introduces learners to the core capabilities of Dynamics 365 Marketing. You will learn about the core product capabilities and other tools that you can use to successfully and effectively manage marketing activities. This learning path helps prepare you for Exam MB-910: Microsoft Dynamics 365 Fundamentals (CRM). Takes 1 hour, 15 minutes.

Functional Consultant

Certifications