Dynamics 365 Field Service implementation optimization resources

What's new

Get started

• Release plans

Scheduling

Overview

• Overview

How-To Guide

• Add crew information to resource cells
• Customize the template for bookings
• Schedule board settings management control
• Field mapping for the schedule board settings
• Vendor self-service for technician management

Setup

Overview

• Set up Azure Pipelines to deploy Field Service
• Add a custom reporting control for service reports
• Customization best practices

Copilot and generative AI

Deploy

• Use Copilot to create sample data
• Create sample data with Copilot Studio agent

Reference

• Work order summary configuration template

sample

• Streamlining Inventory Visibility in Field Service Operations

Work orders

How-To Guide

• Work order summary configuration template
• Customize the work order form
• Customized Work order summary with custom tables
• Customized Work order summary with related case details
• Transport summary configurations across environments

Add analytics

Overview

• Field Service mobile app offline usage
• Implement SLA for work orders

Guidance for testing

Overview

• Load test the solution
• Set up test automation with Playwright
• Scale load tests
• Scenarios for load tests

Guidance for development

Overview

• Validate the solution
• Use Power Apps to configure the Field Service mobile app

Field Service mobile app

Concept

• Field Service mobile app offline usage
• Customize the booking view
• Optimize performance
• Use deep links to the Field Service mobile app

How-To Guide

• Add booking statuses with custom icons
• Add a control for taking notes (preview)
• Add a mobile lookup control
• Add a custom app module
• Add custom service reports
• Create workflows and scripts
• Disable clickthrough on lookup values in forms
• Edit the booking and work order form
• Edit the navigation and views
• Show more data and hide the row icon