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: Docs Guided Learn courses YouTube Channel Video tutorials Ideas Forum Blog Join the partner community Get help	Field Service concepts The purpose of this section is to understand what Dynamics 365 Field Service is and why it's valuable to customers. Overview of Dynamics 365 Field Service Watch a short video (3:51) on the benefits of Dynamics 365 Field Service Deliver connected customer service with Dynamics 365 Field Service Transform field service with Microsoft Dynamics 365 Provide proactive maintenance with Dynamics 365 Field Service
Video catalog Using Field Service work orders, scheduling, mobile app, reporting, and more Field Service installation and setup Module 2: Set up bookable resources Module 3: Work orders Module 4: Schedule board Module 5: Schedule assistant Module 6: Dynamics 365 Field Service mobile app (Microsoft Power Platform) Module 8: Inspections Module 8b: Set up automatic scheduling for work orders Module 9a: Automated scheduling scenarios with Field Service Module 10: Set up and use Dynamics 365 Remote Assist with Field Service i>	Install and set up The purpose of this section is to help you set up a Field Service environment. Install Field Service (web + mobile) Setup Users and Security roles Set up bookable resources Get started with Microsoft Dynamics 365 Field Service mobile app
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. Universal Resource Scheduling for Field Service Create a Work Order Create work order templates with incident types Add a customer, location, and related account details to a work order	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. Schedule assistant Customer assets Agreements Overview of inventory, purchasing, and returns
Automated scheduling (Resource Scheduling Optimization) What is Resource Scheduling Optimization? Quickstart: Auto schedule a list of work orders Deploy, configure, and run Resource Scheduling Optimization	Connected Field Service (IoT) Overview of Connected Field Service CFS with IoTHub architecture Step 1: Installation and setup - Connected Field Service for Azure IoT Hub Step 2: Register IoT devices Step 3: Set up summary tiles Step 4: View device readings Step 5: Create IoT alerts and convert them to work orders Step 6: Connected Field Service on the mobile app
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. General Field Service implementation best practices Field Service Settings Version history AppSource add-ins for Field Service

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

• 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.

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. 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

• 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. Also available as a series of instructor-led courses:
  • Microsoft Dynamics 365 Field Service, MB240
• Universal Resource Scheduling in Microsoft Dynamics 365 for Field Service: Schedule anything to the right resource for any job or task with ease. Universal Resource Scheduling (URS) is a Dynamics 365 Field Service solution that allows organizations from different industries with different scenarios schedule resources. Takes 7 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. Takes 6 hours.

Certifications

• Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate: Get this certification to prove that you know how to configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service solution. This certification requires passing two exams.