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Dynamics 365 Field Service implementation optimization resources

Find tools, scripts, and guidance to help you implement solutions with Dynamics 365 Field Service.

What's new

Get started

  • Release plans

Samples and tools

Overview

  • Overview

sample

  • Add crew information to resource cells
  • Customize the template for bookings
  • Schedule board settings management control
  • Implementing SLAs for Work Orders
  • Add a custom reporting control for service reports
  • Vendor self-service for technician management

Setup

Overview

  • Field mapping for the schedule board settings
  • Set up Azure Pipelines to deploy Field Service

Copilot and generative AI

Deploy

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

How-To Guide

  • Transport summary configurations across environments

Reference

  • Work order summary configuration template

sample

  • Streamlining Inventory Visibility in Field Service Operations

Work orders

sample

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

Analytics

Overview

  • Field Service mobile app offline usage

Tools for testing

Overview

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

Tools for development

Overview

  • Validate the solution
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