In the Dynamics 365 Field Service mobile app, push notifications send updates to technicians through their mobile phones or tablets. Push notifications use Microsoft Power Automate and support many scenarios. For example, to notify about a newly assigned booking or as a reminder to capture and enter important data.

There are two ways to enable push notifications for your organization.

• Enable the push notification cloud flow included with Dynamics 365 Field Service. The included push notification notifies technicians when they're assigned a booking.

• Create a custom push notification based on custom triggers using theSend Push Notification V2 connector in Power Automate.

Prerequisites

• You have a license and permission forPower Automate.
• You enabled notifications in your device settings for the Field Service mobile app.
• You reviewed and agreed to theprivacy notes for Field Service push notifications.

Turn on push notifications included with Field Service

Field Service includes a template to enable push notifications for new bookings.

Configure the following cloud flow to send frontline workers a push notification on their mobile device when they're booked for a work order.

1. Sign in toPower Apps and select the environment with your Field Service installation.

2. In the left pane, selectSolutions. From the list of solutions, select theDefault Solution.

3. SelectNew >More >Connection Reference.

4. Create a connection reference calledField Service Push Notification Connection. For more information, go toManually add a connection reference.

   • Display name: Field Service Push Notification Connection
   • Connector: Power Apps Notification V2
   • Connection: New connection

   Tip

   TheName field automatically fills in when you enter theDisplay name.

5. Go back to theNew Connection Reference pane, selectRefresh, and select the new connection.

6. SelectCreate.

   

7. Follow steps 3 - 6 and create a connection reference calledDataverse Connection Reference.

   • Display name: Dataverse Connection Reference
   • Connector: Microsoft Dataverse
   • Connection: New connection

8. Go back toSolutions, select theAll tab, and edit the solution with the namemsdyn_FieldService_patch_update.

9. Open the details of the cloud flow calledField Service – Notify user about booking (UCI app).

10. Select theSave as option to create a copy of the cloud flow andadd it to an unmanaged solution.

11. In the unmanaged solution, select theTurn On option for your new cloud flow.

12. Open the details for theField Service – Notify user about booking (UCI app) cloud flow. Make sure theConnection References section contains both connection references that you created.

Test push notifications

Schedule a work order to a frontline worker that has a user set up for the mobile app.

Within 60 seconds, you should receive a push notification from the Field Service mobile app.

Create a custom push notification

You can create push notification with custom triggers to match your business scenarios. The following steps outline an example flow that sends a push notification to users of the mobile application when they get a new booking assigned. The notification includes the work order associated to the booking.

1. Sign in toPower Automate and selectCreate. Power Automate supports hundreds of connectors that can be used to trigger and provide data to the push notifications. You can use any of these triggers to send targeted push notifications to the desired set of users.

2. SelectAutomated cloud flow, enter a name, and choose the Microsoft Dataverse connector. For this example, we use the Dataverse connector that triggersWhen a row is created, updated, or deleted.

3. Choose the trigger options. In this example, select:

   • Change type: Added
   • Table name: Bookable Resource Bookings
   • Scope: Organization

4. Add another step and choose theGet a row by ID option to get the associated resource value.

   • Table name: Bookable Resources
   • RowID: Resource (Value)

5. Add a condition. We want to send notifications to users, rather than resources that represent equipment, pools, and contractors. In this example, select:Resource Type is equal toUser (Type).

6. When the condition matches, we need the associated user values. Technicians sign into the mobile app with their Dynamics 365 user credentials. This step ensures that push notifications go to the appropriate users. In theIf yes box, add aGet a row by ID option. Select:

   • Table name: Users
   • RowID: User (Value)

7. To include work order information in the push notification message, configure the flow to get work orders. Add anotherGet a row by ID option. Select:

   • Table name: Work Orders
   • RowID: Work Order (Value)

   

8. With all information available and the flow logic defined, add theSend push notification V2 action. Select:

   • Mobile app: Field Service
   • Your app: Field Service Mobile

   To provide a custom message:

   • Recipients Item: Primary email
   • Message: The notification message

   To redirect the technician to the new booking and work order form:

   • Open app: Yes
   • Entity: Bookable Resource Booking
   • Form: Form – Booking and Work Order
   • Record ID: Bookable Resource Booking

9. SelectSave. The push notification shows on the technician's mobile phone. They don't need to have the app open or use their device to receive push notifications.