Install and setup Dynamics 365 for Field Service

Applies to Dynamics 365 (online), version 9.x

Dynamics 365 for Field Service is an end-to-end solution that you can use to manage your field service team.

Important

  • The capabilities in this solution require Microsoft Dynamics 365.
  • Before you install the Field Service solution, you need to accept the terms and conditions to configure it in Dynamics 365.

Install Field Service (online)

Dynamics 365 for Field Service is a preferred solution. There are several ways to install it. More information: Onboard your organization and users.

Add users

To learn more, see: View user accounts and security roles.

Customize Field Service forms and reports

If you want to customize any of the Field Service forms, dashboards, or reports, you can find more information about customizing Microsoft Dynamics 365 in the following links:

See also

Overview of Dynamics 365 for Field Service View user accounts and security roles
Configure default settings
Turn on auto geocoding User's Guide