Maintain customer facilities with enhanced capabilities

Important

This content is archived and is not being updated. For the latest documentation, go to Overview of Dynamics 365 Field Service. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users, automatically - Jul 31, 2023 Oct 31, 2023

Business value

Representing and managing locations is critical to ensure the frontline workers get to the correct location and asset with the right information every time. New location types allow organizations to better manage complex buildings, campuses, and factories and location properties enable service providers to capture and organize critical location information.

Feature details

A more detailed understanding of customer locations and their unique properties prepares front-line workers for service appointments, enabling them to complete their jobs more efficiently, increase customer satisfaction, and provide a better overall service experience. With location types and properties, you communicate critical information your frontline workers need for success. For example, a campus may require parking in a specific lot, a single-family home requires confirming the owner will be home before departing, and the square footage of the home informs the frontline worker on the amount of supplies and time they'll need to service the area. Capturing these critical details via location types and properties will enhance your service delivery without having to build logic to show location-specific information dynamically.

Functional location form with new categories field.

See also

Create and assign functional location types (docs)