User Guide (Field Service)

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


Manage your field service operations

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What's new

What's new in Dynamics 365 for Field Service and Project Service Automation


Configure the schedule board

Create a work order

Schedule a work order

Submit and approve time-off requests

Inventory management

Configure and set up customer assets

Create a purchase order

Create an inventory transfer

Create an inventory adjustment

Process a return

Create a return to vendor

View product inventory

Field Service Mobile app

Field Service Mobile App User’s Guide