Customize the mobile app

Administrators can customize how the Field Service (Dynamics 365) mobile app looks and functions for frontline workers.

Edit Sitemap entities on home screen

Sign in to Dynamics 365 as a system administrator.

To see your list of apps, go to:

https://[YOUR-ENVIRONMENT-NAME].crm.dynamics.com/main.aspx?forceUCI=1&pagetype=apps

Find the Field Service Mobile app and go to the App Designer.

Screenshot of Dynamics 365, showing the list of apps and showing the option to open Field Service Mobile in the App Designer.

Select the edit icon to edit the site map.

Screenshot of the App Designer in Power Apps, showing the Field Service Mobile site map option.

The groups My Work, Customers, and Other correspond with the home screen of the Field Service (Dynamics 365) mobile app and you can rearrange, delete, or edit the display names.

Rearrange the entities displayed within each group with the drag and drop interface, or add new entities by adding new Subareas.

Screenshot of Power Apps, showing the My Work, Customers, and Other groups on the Field Service Mobile App Designer.

You can even create entirely new groups with more subareas to display different entities.

Screenshot of Power Apps, showing Field Service Mobile in the App Designer, and showing a simulated mobile device on the right with the corresponding changes.

Note

For every entity you display in the sitemap, you can choose the views available on mobile in the App Designer.

Edit the booking and work order form

You can add and delete fields displayed on the Field Service (Dynamics 365) mobile app; because the app is built with Power Apps, you can use the Power Apps Control Framework to display different field controls like toggle buttons and sliders.

Administrators who want to customize the booking and work order forms must know they are combined in the mobile app where work order forms are displayed within the booking form. That means when a technician views a booking form, they're also viewing the related work order form. In the following screenshot, the General section displays Bookable Resource Booking ("Booking") fields and the Customer, Service, and Notes sections display work order fields.

Simulated image showing a device with the Field Service (Dynamics 365) mobile app, showing a screenshot of a Bookable Resource Booking on the General tab.

To edit the work order portion of the form, go to Settings > Customizations > Customize the System and find the Work Order entity in the Power Apps admin console.

Screenshot of Power Apps showing the list of entities.

In the Form section, there are three forms that correspond to the three sections of the combined Booking-Work Order form.

  1. Work Order - Customer
  2. Work Order - Service
  3. Work Order - Notes

Edit each form as needed and publish. The changes will display in the Field Service (Dynamics 365) mobile app.

Screenshot of Power Apps showing the work order form details.

To edit the Booking part of the form, go to the Bookable Resource Booking entity in the Power Apps admin console.

Screenshot of the Bookable Resource Booking in the Power Apps list of entities.

Find the Booking and Work Order form, as seen in the following screenshot.

Screenshot of a Bookable Resource Booking in Power Apps, showing the Booking and Work Order form.

Add and delete booking fields as needed.

Screenshot of Power Apps showing the form editor for the Bookable Resource Booking.

Another way you can add work order information to the booking form is to add a quick view form that displays work order fields. Quick view forms are read-only, but you can go to the related work order form from there.

Tip

The combined Booking and Work Order form is made possible by a PCF control called "Form component control." For more information, see the article on editing related table records directly from another table’s main form for more details.

For more general information, see the article on customizing entity forms.

Edit the bookings calendar control

By default, the booking calendar control shows the following details associated with the booking:

  • Account
  • Incident Type
  • Address
  • Booking Status
  • Start Time and Duration

You can customize this control to include up to three more fields with optional labels, in addition to changing the incident type, which is referred to as "Primary Custom Field." The new fields can be modified to show data from any column in a view of the Bookable Resource Booking.

For a guided walkthrough, check out the following video.

Note

If you're using the mobile app offline, be sure the record types from which attributes are included on the calendar are also included in your mobile offline profile.

To customize the control, edit your view associated with the mobile application with data you want to expose on the booking calendar control.

To setup your view, go to Field Service > Settings > Customization > Customize the System > Entities and select Bookable Resource Booking.

Select Views, then select the view for mobile. By default, this is typically the Bookings view, but it can be customized by the administrator.

From the view, you can then add any column from tables (Entities) that have a relationship to the bookable resource booking. For example, if you wanted to show Work Order Priority, select Work Order, then add the Priority column to the view. Note the name of the column, as the name will be used later when customizing the field. In our example, the name is msdyn_priority.

Note

If using fields from a different entity, you must create a relationship between the bookable resource booking and that entity. When referencing the relationship in the control, be sure to reference the full lookup field name as fieldName.Attribute.

Editing a view to add new attribute in Power Apps

Once the view has desired columns, return to Customizations. Select the bookable resource booking, then select Controls and Booking Calendar Control. Here you'll see the control properties that can be configured.

Editing booking calendar control properties in Power Apps.

To configure fields, select the Edit icon next to the field. Input the reference to the field as an attribute of bookable resource booking, or as linkedEntity.attribute. In this example, we added the work order priority (msdyn_workorder.msdyn_priority) as Custom Field 1.

You can also configure the optional custom field label associated with the custom field. This label is displayed as entered, with an added colon after the field and before the value. In our example, we entered Priority.

If a field has no data, it is hidden. For example, in following screenshot, the first booking has a set Priority, and the second booking does not. In our example, the control is configured with:

  • Custom field 1: Work order priority
  • Custom label 1: Priority
  • Custom field 2: Work location
  • Custom label 2: empty
  • Custom field 3: Work order number
  • Custom label 3: WO #

Field Service mobile app with a customized calendar agenda view.

Custom fields are also shown on the calendar's day view when the booking duration is long enough to support the extra text. Custom data is also shown when opening booking details from the map view.

Field Service mobile app with customized calendar day view.

Field Service mobile app with customized calendar map view.

Note

If you have configured multiple views for the mobile app, it is recommended you include the new fields into each view that can be accessed from the mobile app.

Edit views

Note

Currently, the booking calendar view is not editable. You cannot edit the fields displayed in the time slots on the calendar.

See also