Configure Microsoft Dynamics 365 Field Service
Intermediate
Business User
Functional Consultant
Dynamics 365
Field Service
Give dispatchers, technicians, and reviewers a consistent foundation for service work. Configure Dynamics 365 Field Service so work orders contain useful instructions, scheduling relies on accurate resource and location data, and reviews use consistent pricing and outcome categories.
Learning objectives
In this module, you learn to:
- Explain how core Field Service records connect service work to resource assignments.
- Plan configuration around service processes, access, and scheduling requirements.
- Configure products, services, price lists, work order types, substatuses, territories, and resolutions.
- Distinguish incident types from service task types and choose reusable work details.
- Configure customer account defaults, bookable resources, and operational settings.
- Configure and review Copilot work order summaries using appropriate access and feature prerequisites.
Prerequisites
Basic familiarity with Dynamics 365 navigation. No prior Field Service experience is required.