• Sign up for a trial
• Buy a subscription
• Install Field Service
• Get preview features

• Set up users
• Set up frontline workers
• Set up bookable resources
• Configure default settings

• Customize Field Service
• Best practices
• Customize forms

• Set up location and map settings
• Set up price lists
• Enable an entity for scheduling
• Set up booking statuses

• Install Field Service mobile app
• Enable booking maps
• Configure offline capabilities
• Enable push notifications

• Connected Field Service overview
• Configure security roles for Connected Field Service
• Get Resource Scheduling Optimization
• Deploy and set up Resource Scheduling Optimization

• Create a work order
• Work order life cycle and statuses
• Work order architecture

• Specify resource characteristics
• Create a crew
• Create a resource pool

• Create customer accounts
• Work with customer assets
• Create properties

• Schedule assistant
• Quick scheduling
• Use the schedule board

• Mobile app overview
• Use the mobile app
• View booking map

• Agreements to automatically generate work orders and invoices
• Agreement substatuses
• Inventory, purchasing, and returns

• Collaborate using Microsoft Teams
• Integrate with Dynamics 365 Supply Chain Management
• Integrate with Dynamics 365 Guides
• Integrate with finance and operations
• Integrate with Dynamics 365 Business Central

• Copilot side pane in the web app
• Work order summary
• Responsible AI overview

• Resource Scheduling Optimization overview
• Schedule optimization
• Run as a simulation

Dynamics 365 Guides

Let Field Service customers attach mixed reality guides to Field Service tasks so frontline workers can view the guides in their HoloLens and get their work done.

Dynamics 365 Remote Assist

Allow frontline workers to see their Field Service bookings on HoloLens and quickly call remote collaborators.

Dynamics 365 Customer Service

Help your business deliver the best customer service experience possible to your customers.

Microsoft Dataverse

Securely store and manage data that's been used by business applications.

Microsoft Power Platform

Lets your business deploy Field Service.

Microsoft Power Apps

Build low-code apps that modernize processes and solve tough business challenges in your organization.