Install the Field Service mobile app solution

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

Solve customer issues quickly with Field Service Mobile. Field service technicians can dispatch, route, and complete work orders, manage invoices, and more with the mobile app.

Field Service Mobile is a solution built on the Resco Mobile platform.

To customize Field Service Mobile, you need to install the Resco Mobile Woodford solution. This lets you configure mobile behavior around your business needs. If you don’t need to customize the app just yet, you can use the default field service mobile configuration.

Before you can start configuring Field Service Mobile beyond what is shipped out of the box from the app store, your Dynamics 365 admin will need to install the Woodford mobile solution for your Dynamics 365 (online) account.

Step 1: Download and install the Resco Mobile Woodford solution

You need administrator permissions to install the Woodford mobile solution. You also need to use Internet Explorer with Silverlight or Firefox.

  1. Download and save the Woodford mobile solution from Resco's website to your computer.

  2. To perform the next steps, sign in to your Dynamics 365 account. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365.

  3. From the main menu, go to Settings > Solutions.

    Solutions menu

  4. On the All Solutions page, select Import.

    Import solution menu

  5. In the Import Solution dialog box, select Browse, and then choose the Woodford file you downloaded in Step 1.

    Choose the Woodford mobile solution to import

  6. Click Next to start the import. When the import is complete, select Close. You should see Woodford listed on the All Solutions page.

    Resco Mobile Dynamics 365 solution

  7. To publish the Woodford solution, select Publish All Customizations, and then refresh the page.

    Publish customizations

  8. You should now see the Woodford solution listed on the Settings menu. To verify this, go to Settings, and then select Woodford.

    Important

    If you don’t see Woodford under the Settings menu, refresh the page.

    Installed Woodford solution

  9. In the Increase Quota dialog box, set the quota to 100 MB, and then select OK.

    Increase quota

  10. In the Register User dialog box, enter your user information, and then select Register.

  11. In the Update available dialog box, when you're prompted about an available update, select Later.

    Update available option

    You have now installed the solution.

Step 2: Import the field service mobile project template into the Woodford solution

After the Woodford solution is installed, you’ll need to download a template that will help you configure the mobile app. The template is required if you are using the Woodford solution.

Note

For the mobile app for Field Service capabilities for Dynamics 365 to work, the Woodford solution and Woodford template are required. See the steps below to download and install the Woodford template.

The template contains all customizations for the field service mobile app. You can use it to add, remove, and change fields, entities, views, and forms.

  1. Download and save the project template file.

    • December 2016 Update for Dynamics 365 (online and on-premises) or later: use the Field Service Mobile (2017) with this mobile project template.

    • Dynamics CRM 2016 Online and Dynamics CRM 2016 on-premises: use the Field Service Mobile (2016) app with this mobile project template

  2. In Dynamics 365, go to Settings > Woodford , and then select MobileCRM Woodford.

  3. Select Import, and then import the mobile project template file that you saved in Step 1.

    Import project file

  4. In the Add Mobile Project dialog box do this:

    1. For Type, select Standard User.

    2. Name the template.

    3. Set the Priority.

      Note

      A user who signs in to the mobile app will see the customizations for the project that is assigned to their security role. If a user has more than one security role for which there is a project assigned, then the project with the highest priority will download to the user’s device.

    4. For Roles, select the roles you want this mobile template to apply to, and then select OK. A user who signs in and has a role that matches the role you select here, will inherit this configuration on their mobile app.

    Project template details

  5. To publish the template file, on the Mobile Project tab, select Edit.

    Note

    Change the published version to match the version of the app you have installed. To see which version of the mobile app you have installed, open your mobile app and from the home screen, and then tap About.

    Make sure to match the first two numbers of the mobile app that you have installed to the published version in the project. If the number of the published version of the project is greater than the app version, you see an error about unsupported metadata when you try to sync. The version only needs to match the first decimal.

    Edit project template

  6. On the next screen, select Publish All.

    Next, install the app on your mobile device. More information: Field Service Mobile App User’s Guide

See also

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