Dynamics 365 Field Service documentation

Discover how to make the most of Dynamics 365 Field Service with training, docs, and videos covering product capabilities and how-to articles. Learn how to use features in Field Service and the Field Service mobile app to deliver world-class onsite service to customer locations.

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Welcome to Dynamics 365 Field Service

What's new

What's new

Training

Training

Concept

Troubleshoot

Implement

Try/buy/install

• Sign up for a trial
• Buy a subscription
• Install Field Service
• Get preview features

Set up

• Set up users
• Set up frontline workers
• Set up bookable resources
• Configure default settings

Customize

• Customize Field Service
• Best practices
• Customize forms

Administer

Administer

• Set up location and map settings
• Set up price lists
• Enable an entity for scheduling
• Set up booking statuses

Administer mobile app

• Install Field Service mobile app
• Enable booking maps
• Configure offline capabilities
• Enable push notifications

Administer add-ons

• Connected Field Service overview
• Configure security roles for Connected Field Service
• Get Resource Scheduling Optimization
• Deploy and set up Resource Scheduling Optimization

Use

Work orders

• Create a work order
• Work order life cycle and statuses
• Work order architecture

Bookable resources

• Specify resource skills
• Create a crew
• Create a resource pool

Customer accounts and assets

• Create customer accounts
• Work with customer assets
• Create properties

Scheduling

• Schedule assistant
• Quick scheduling
• Use the schedule board

Mobile app

• Mobile app overview
• Use the mobile app
• View booking map

Agreements, inventory, and purchasing

• Agreements to automatically generate work orders and invoices
• Agreement sub-statuses
• Inventory, purchasing, and returns

Integrations

• Collaborate using Microsoft Teams
• Integrate with Dynamics 365 Supply Chain Management
• Integrate with Dynamics 365 Guides
• Integrate with finance and operations
• Integrate with Dynamics 365 Business Central

Copilot in Field Service

• Copilot side pane in the web app
• Work order summary
• Responsible AI overview

Resource Scheduling Optimization Add-in

• Resource Scheduling Optimization overview
• Schedule optimization
• Run as a simulation

Related products

Dynamics 365 Guides

Let Field Service customers attach mixed reality guides to Field Service tasks so frontline workers can view the guides in their HoloLens and get their work done.

Dynamics 365 Remote Assist

Allow frontline workers to see their Field Service bookings on HoloLens and quickly call remote collaborators.

Dynamics 365 Customer Service

Help your business deliver the best customer service experience possible to your customers.

Microsoft Dataverse

Securely store and manage data that's been used by business applications.

Microsoft Power Platform

Lets your business deploy Field Service.

Microsoft Power Apps

Build low-code apps that modernize processes and solve tough business challenges in your organization.