Dynamics 365 Field Service user guide

Note

Effective November 2020:

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more
  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more

This article will be updated soon to reflect the latest terminology.

Not sure what you're looking for, where to begin, or how to improve your Field Service knowledge? Use this guide to see a birds-eye view of the Dynamics 365 Field Service resources.

Resources

Before we begin, here are the top places for information about Field Service:

Understand Field Service concepts

The purpose of this section is to understand what Dynamics 365 Field Service is, and why it's valuable to customers.

Video catalog

Install and setup

The purpose of this section is to help you set up a Field Service environment.

Create and manage Work Orders

The purpose of this section is to help you configure work order management, which is a core capability of Field Service.


Configure more capabilities

The purpose of this section is to help you explore all the features of Field Service and configure more detailed scenarios and business requirements.

Automated scheduling (Resource Scheduling Optimization)

Connected Field Service (IoT)

Implementation

The purpose of this section is to provide implementation guidance and best practices, both technical and strategic. It also points toward extensibility and developer instructions.

Walkthrough of Field Service

Take a look at the following video for a full walkthrough of Field Service and its functionality.

Learning Catalog

Looking for training outside of documentation? Here are some of our training resources, including free self-paced content on Microsoft Learn, instructor-led training, and certifications, organized by role. Be sure to check back as we grow our catalog.

Business Decision Maker

Business User

Implementation Project Manager

Functional Consultant

Certifications

  • Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate: Get this certification to prove that you know how to configure the Field Service application, implement solutions that manage the field service lifecycle, and deploy the Connected Field Service solution. This certification requires passing two exams.

  • Microsoft Certified: Dynamics 365 Fundamentals: Get this certification to prove that you understand all of the Microsoft Dynamics 365 products, including; artificial intelligence (AI); mixed reality (MR); the Power Platform; cloud concepts; cloud security; Dynamics 365 security; Common Data Service; Dynamics 365 reporting; Dynamics 365 integrations; and cloud deployment.