Manage Field Service Mobile with Microsoft Intune

Mobile Application Management (MAM) is software that enables IT administrators to apply and enforce corporate policies on mobile apps. One MAM option for IT administrators is Microsoft Intune, which offers a suite of features that lets you publish, push, configure, secure, monitor, and update mobile apps - including Field Service Mobile.

MAM is important to field service organizations whose technicians use Field Service Mobile primarily because:

  1. Technicians frequently travel to multiple locations, and protecting sensitive company data is critical.
  2. Many field service organizations have a bring-your-own-device (BYOD) policy, which means the Field Service Mobile app needs management among many different kinds of devices and apps for personal use.

With an Intune-enabled Field Service Mobile app, IT administrators can:

  • Add and assign the Field Service Mobile app to user groups and devices, including users in specific groups, devices in specific groups, and more.
  • Configure the Field Service Mobile app to open with specific settings enabled, and update the app when already installed on the device.
  • See reports and track app usage.
  • Limit sharing of corporate data among apps by restricting data leakage through “Cut/Copy/Paste/Save As.”
  • Provide encryption at rest.

Prerequisites

  • Field Service Mobile v12.1+ for iOS and Android
    • Intune for Field Service Mobile on Windows 10 devices is not supported
  • No Field Service Mobile Configurator (Woodford) requirements

Get started

Intune is a separate Microsoft product that is not included with Field Service. Refer to the documentation on What is Microsoft Intune app management? and Adding and assigning an app with Intune to get started.

Prefill default Org URL in mobile app sign-in screen

For devices enrolled in MDM, you can configure the following two MAM properties:

Property Name / Configuration Key Type Description Notes
DefaultOrgUrl string Autopopulates the Org URL in the Field Service Mobile sign-in page See picture below
IntuneMAMUPN string Remembers and autopopulates the user's username in the Field Service Mobile sign-in page Value must be set to {{UserPrincipalName}}

Screenshot of the Field Service Mobile sign-in screen on a mobile device.

Create an app configuration

A configuration can be set up through the Device Management portal. Each supported platform (iOS, Android, and Windows) requires a separate configuration.

Register the Field Service Mobile app in Device Management portal

In order to create an app configuration, we need to register and add Field Service Mobile for a tenant in the Device Management portal.

  • Go to Apps ("1" in the following screenshot).
  • Select All apps ("2" in the following screenshot).
  • Select +Add ("3" in the following screenshot).

Screenshot of the Microsoft 365 Device Management portal, with added numbers to reference the previously outlined steps.

  • Select App type ("4" in the following screenshot).
  • Fill in App information ("5" in the following screenshot).

If you want to use an app that's not in the store, choose Line-of-business for App type.

Screenshot of the add app fields in Microsoft 365 Device Management, with added numbers to reference the previously outlined steps.

  • Select Add.

  • Go to Assignments ("6" in the following screenshot).

  • Select Add group ("7" in the following screenshot).

  • Choose Available for enrolled devices for Assignment type and select the users or groups that should be included.

Screenshot of the Field Service Mobile assignments, with added numbers to reference the previously outlined steps.

The app should now be available to download through the Company Portal app on the device.

Note

iOS requires you to install the app through the Company Portal app first in order to be able to download the app configuration. After the initial installation, you can sideload your custom version of the app onto the device; the app configuration policy will still be there.

Configuring Android and iOS

In the Device Management portal:

  • Go to Apps ("1" in the following screenshot).
  • Select App configuration policies ("2" in the following screenshot).
  • Select Add ("3" in the following screenshot).

Screenshot of the Device Management portal, with added numbers to reference the previously outlined steps.

  • Enter a Name ("4" in the following screenshot).
  • Select Managed devices as the Device enrollment type ("5" in the following screenshot).
  • Select Platform ("6" in the following screenshot).
  • Select Associated app ("7" in the following screenshot), and pick a registered app ("8" in the following screenshot).

Screenshot of the Device Management portal, showing the add configuration policy form, with added numbers to reference the previously outline steps.

  • Select Configuration settings ("9" in the following screenshot).
  • Select Use configuration designer as the Configuration settings format ("10" in the following screenshot).
  • Enter configuration settings ("11" in the following screenshot).
  • Save settings and select Add.

Screenshot of the Device Management portal, showing the add configuration policy form, with added numbers to reference the previously outline steps.

The following screenshot shows an example of what to configure. To populate the username, use {{UserPrincipalName}}. To populate a URL, enter your organization's specific org URL.

Screenshot of showing an example of possible configuration values in configuration settings.

Finally, go to Assignments and select a group that the policy should be assigned to.

Alternative way to configure Android

In the Device Management portal:

  • Go to Apps ("1" in the following screenshot).
  • Select App configuration policies ("2" in the following screenshot).
  • Select Add ("3" in the following screenshot).

Screenshot of the Device Management portal, with added numbers to reference the previously outlined steps.

  • Enter a Name ("4" in the following screenshot).
  • Select Managed apps as Device enrollment type ("5" in the following screenshot).
  • Select an Associated app ("6" in the following screenshot).

Screenshot of the add configuration policy form in the Device Management portal, with added numbers to reference the previously outlined steps.

  • For the Associated app field, either select the app from the list of featured apps or add a new one by using an app bundle or package ID.

  • Go to Configuration settings ("7" in the following screenshot).

  • Add configuration settings ("8" in the following screenshot).

  • Save and select Add.

Screenshot of the add configuration policy form in the Device Management portal, with added numbers to reference the previously outlined steps.

Finally, go to Assignments and select a group that the policy should be assigned to.

Note

This configuration will also be available for iOS apps once you authenticate within the app.

Configuring Windows

In the Device Management portal:

  • Go to Devices ("1" in the following screenshot).
  • Select Configuration profiles ("2" in the following screenshot).
  • Select Create profile ("3" in the following screenshot).

Screenshot of the Device Management portal, with added numbers referencing the previously outlined steps.

On the new profile:

  • Enter a Name ("5" in the following screenshot).
  • Select Windows 10 and later as Platform ("7" in the following screenshot).
  • Select Custom as Profile type ("6" in the following screenshot). This will open the Custom OMA-URI Settings.

For the custom OMA-URI settings:

  • Select Add ("7" in the following screenshot).
  • Enter a Name ("8" in the following screenshot). Use a property name in this field - for instance: DefaultOrgURL or IntuneMAMUPN.
  • Select OMA-URI ("9" in the following screenshot).
    • OMA-URI looks like this: ./User/Vendor/MSFT/EnterpriseModernAppManagement/AppManagement/AppStore/{PackageFamilyName}/AppSettingPolicy/{PropertyName}
      • PackageFamilyName is Microsoft.FieldService-D365_8wekyb3d8bbwe for Field Service Mobile.
      • PropertyName is same property used in the Name field.
  • Select a Data type ("10" in the following screenshot).
  • Set a Value ("11" in the following screenshot)

Screenshot of the Device Management portal on the Create profile form, along with custom OMA-URI settings, with added numbers to reference the outlined steps.

Apply your changes and create the profile.

Finally, go to Assignments and select a group that the policy should be assigned to.

Testing

For Android and iOS:

  1. Download the Company Portal app and sign in with an organization account.

  2. Install Field Service Mobile from the Company Portal app.

  3. Start Field Service Mobile.

For Windows:

  1. Go to Settings > Access work or school and select Connect.

  2. Sign in with your organization account.

  3. Install the app.

Additional notes

  • Standard MAM capabilities for Field Service Mobile will work with or without MDM device enrollment in Intune.
  • Standard app configuration policies with Intune are supported for the Field Service (Dynamics 365) mobile app; however, specific configurations like prefill of URL or username are not available.