Customize and configure the Dynamics 365 Field Service Mobile application
Intermediate
Business User
Functional Consultant
Dynamics 365
Field Service
Prepare technicians to find the right job information, work without a connection, and capture service results in Dynamics 365 Field Service. Tailor the mobile app to their daily tasks, keep them informed with notifications, and use Copilot to understand work orders and prepare updates for technician review.
Learning objectives
After completing this module, you can:
- Customize navigation, forms, and views for technician tasks.
- Configure offline data and barcode entry and search workflows.
- Configure location tracking and the required device permissions.
- Enable booking notifications for the correct technician and record.
- Use Copilot summaries and review proposed work order updates with the required connectivity and access.
Prerequisites
Basic knowledge of the Microsoft Dynamics 365 Field Service application