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Customize Field Service for your unique business needs

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Administrators can configure Dynamics 365 Field Service to accommodate their unique business needs.

The following table provides links to documentation that you can use to perform common configuration tasks.

AreaDocumentation
FormsCreate, edit, or configure forms using the form designer
Work ordersCreate a work order
SchedulingEnable an entity for scheduling
SchedulingExtend Universal Resource Scheduling with custom resource constraints
SchedulingSearch Resource Availability with Universal Resource Scheduling API
SchedulingEdit work hour calendars by using APIs
SchedulingExtend Universal Resource Scheduling actions to use your preferred geospatial data provider
Schedule boardSet up booking rules
Mobile appEdit the navigation and views on the mobile app
Mobile appAdd a custom app module to the Field Service mobile app
Mobile appCreate workflows and scripts for the mobile app
Mobile appUse Power Apps to configure the Field Service mobile app

Undocumented custom controls

Field Service introduces controls that are intended to be used only as-is on the forms that use them by default.

Don't use the following controls in customization scenarios:

  • MultiselectLookupControl

  • msdyn_postponegenerationuntil: Internal use only. Manipulating values in this field or taking dependencies on it isn't supported and can lead to unexpected system behavior. This field is found in the following entities:

    • Agreement Booking Setup (msdyn_agreementbookingsetup)
    • Agreement Booking Date (msdyn_agreementbookingdate)
    • Agreement Invoice Setup (msdyn_agreementinvoicesetup)
    • Agreement Invoice Date (msdyn_agreementinvoicedate)
    • Order Invoicing Setup (msdyn_orderinvoicingsetup)
    • Order Invoicing Setup Date (msdyn_orderinvoicingsetupdate)
    • Order Invoicing Date (msdyn_orderinvoicingdate)
    • Incident Types Setup (msdyn_incidenttypessetup)
    • Quote Booking Setup (msdyn_quotebookingsetup)

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