Quickstart: Build your own Connected Field Service (IoT) solution

Applies to Dynamics 365 for Customer Engagement apps version 9.x

This article shows you how to get up and running quickly to build your own Connected Field Service solution that integrates IoT data with Dynamics 365 for Customer Engagement for Field Service.

What is Connected Field Service?

The Connected Field Service solution harnesses data from an IoT platform into the Dynamics 365 for Customer Engagement for Field Service app to help organizations proactively detect, troubleshoot, and resolve issues remotely, dispatching a technician only when necessary. The solution enables you to shift from costly scheduled maintenance plans to just-in-time predictive maintenance.

Connected Field Service helps you:

  • Reduce downtime by automatically creating work orders and dispatching the right technician for the job based on anomalies flagged in your IoT data

  • Improve customer service by addressing issues as soon as they arise, before your customers become aware of the issues

What you need to get started

Here are the 3 things you need to get started building your own IoT solution:

  • Dynamics 365 for Customer Engagement for Field Service with system administrator credentials

    You'll need a Dynamics 365 for Customer Engagement for Field Service tenant so that you can import your IoT solution on top of it. You'll build an IoT app within that Field Service tenant.

    New to Field Service and need a tenant? No worries. Sign up for a free trial for development purposes.

  • Azure subscription with admin credentials

    The Azure IoT services you'll deploy need to be associated with an Azure subscription.

    New to IoT and need an Azure subscription? We've got you covered. Sign up for an Azure free trial.

  • Dynamics 365 for Customer Engagement Connected Field Service add-on

    The free Connected Field Service add-on automatically provisions a number of Azure IoT services with predefined demo data seamlessly on top of Dynamics 365 for Customer Engagement for Field Service. The add-on comes with demo data that enables you to see the capabilities IoT data brings to Field Service, including command modeling, customer asset to device mapping, IoT alert – to – workorder workflow, and more.

    Wondering where to get it? Go to AppSource to install the Connected Field Service add-on.

Watch a 2-minute video

Documentation resources

Learn about Azure IoT extensibility, analytics, and more

See a component architecture diagram and learn which Azure IoT resources are included in a standard installation

Check out more Azure documentation resources