Configure Dynamics 365 Field Service for your unique business needs

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

Find documentation to perform common configurations in the following table:

Area	Documentation
Forms	Create, edit, or configure forms using the form designer
Work orders	Work order user interface settings
Scheduling	Enabled scheduling for an entity
Scheduling	Customize Resource matching logic with custom fields
Schedule board	Set up booking rules for customers to extend business logic
Scheduling	Resource availability API & Sample code
Scheduling	Resource workhours extensibility
Scheduling	Use your preferred GPS provider
Mobile app	Customize the Field Service mobile app
Mobile app	Add a custom app module to the mobile app
Mobile app	Mobile workflows and JavaScript
Mobile app	Use Microsoft Power Platform to configure the Field Service mobile app
Scheduling	Edit work hour calendars by using APIs

Undocumented custom controls

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

Refrain from using the following controls in customization scenarios:

• MultiselectLookupControl
• msdyn_postponegenerationuntil
• It's intended for internal use only. Manipulating values in this field or taking dependencies on it is not 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)