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.


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)


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

Functional Consultant