Prepare

  • 1 minute

You'll be configuring a Dynamics 365 Field Service implementation based on the specifications provided by the customer. Here, we'll discuss the things you'll need to get started.

Project specification

ABC Heating and Cooling provide heating and cooling services for commercial customers. In addition to installing heating and cooling systems, they also provide maintenance on existing systems. They employ 20 technicians who perform the installation and maintenance services. A central dispatcher/schedular oversees scheduling service technicians to provide services.

Setup

You need access to Microsoft Power Platform to complete this challenge project. You'll be using Microsoft Dataverse, Power Apps, and Power Automate to complete this work.

Sign up for a Microsoft Dynamics 365 trial

You need access to Dynamics 365 Field Service environment to complete this request.

  1. Navigate to https://dynamics.microsoft.com/field-service/overview/ and select Try for Free.
  2. Under Lets’s get started, enter your email address in the text box that says Enter your email to start your free trial. Accept the subscription agreement.
  3. Enter the Country you live in and your Phone Number.
  4. You should be taken to the Field Service application where you can start working in the application.