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Dynamics 365 Field Service documentation - Dynamics 365 Field Service | Microsoft Learn

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Learn how to use features in Field Service and the Field Service mobile app to deliver world-class onsite service to customer locations.</p> </div> </section> <section id="highlighted-content"> <div class="uhf-container padding-block-sm"> <div class="columns is-multiline"> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path d="M49.85 11.83v46.84a.57.57 0 0 1-.57.57h-34.5a1.37 1.37 0 0 1-1.37-1.37V11.83a1.37 1.37 0 0 1 1.37-1.37h33.7a1.37 1.37 0 0 1 1.37 1.37z" fill-opacity=".3" fill="#e3e3e3"></path> <path d="M49.57 11.83v46.84a.57.57 0 0 1-.57.57H14.5a1.37 1.37 0 0 1-1.37-1.37v-46a1.37 1.37 0 0 1 1.37-1.37h33.7a1.37 1.37 0 0 1 1.37 1.33z" fill="none" stroke="#c8c8c8" stroke-miterlimit="10" stroke-width="1.25"></path> <path d="M41.47 15.14H45v35.11a3.56 3.56 0 0 0 3.53 3.06h-27.9a3.57 3.57 0 0 1-3.57-3.57v-34.6h4.52" fill="#c8c8c8" fill-opacity=".8"></path> <path d="M48.19 45.29H23.87v4.91a3 3 0 0 1 0 .52 3.6 3.6 0 0 1-1.71 2.59H48.21c2.56-.27 2.68-3 2.68-3.07v-4.95z" opacity=".8" fill="#e3e3e3"></path> <path d="M30.08 31.55h-4.71a.26.26 0 0 1-.27-.24.17.17 0 0 1 0-.1l5.65-11.28a.26.26 0 0 1 .24-.14h5.61a.25.25 0 0 1 .26.24.2.2 0 0 1 0 .13L30.17 29h6.48a.26.26 0 0 1 .27.24.24.24 0 0 1-.07.16L26.09 40.67c-.1.06-.81.66-.46-.25z" class="fill-current-color" fill="#0079d6"></path> <path d="M34.52 8.23a1.55 1.55 0 0 0 0-.22A3.25 3.25 0 1 0 28 8a1.55 1.55 0 0 0 0 .22h-6.59v8.44H41.3V8.23z" fill="#919191"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Get started</p> <a href="overview" class="card-title stretched-link has-external-link-indicator" data-linktype="relative-path">Welcome to Dynamics 365 Field Service</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path fill="none" d="M.04 0h64v64h-64z"></path> <path fill="none" d="M-.04 0h64v64h-64z"></path> <path d="M54.16 16v35a1.86 1.86 0 0 1-2.64 1.69 74.73 74.73 0 0 0-8.72-3.39C29.1 45 12 42.54 6.57 41.85A1.87 1.87 0 0 1 5 40V26.89A1.87 1.87 0 0 1 6.57 25c5.43-.7 22.53-3.1 36.23-7.46a76.6 76.6 0 0 0 8.72-3.3A1.85 1.85 0 0 1 54.16 16z" fill="#e3e3e3" fill-opacity=".3"></path> <path d="M32.16 46.19v1.47a6.28 6.28 0 0 1-6.28 6.28h-.81A7 7 0 0 1 18.12 47v-3.7" stroke="#c8c8c8" stroke-miterlimit="10" stroke-width="2" fill="none"></path> <path d="M59.05 33.44A7 7 0 0 1 49.56 40c-.18-2.07-.28-4.27-.28-6.54s.1-4.51.28-6.6a7 7 0 0 1 9.49 6.57z" fill="#919191"></path> <path fill="#c8c8c8" d="M52.3 15.44a.52.52 0 0 1 .52.53v35a.52.52 0 0 1-.52.52.59.59 0 0 1-.22 0A76.54 76.54 0 0 0 43.21 48c-13.88-4.41-31.42-6.86-36.47-7.5a.52.52 0 0 1-.44-.5V26.89a.53.53 0 0 1 .45-.52c6.47-.83 23-3.22 36.46-7.51a76.64 76.64 0 0 0 8.87-3.36.46.46 0 0 1 .22-.06m0-1.34a1.85 1.85 0 0 0-.78.18 76.6 76.6 0 0 1-8.72 3.3C29.1 21.94 12 24.34 6.57 25A1.87 1.87 0 0 0 5 26.89V40a1.87 1.87 0 0 0 1.62 1.85C12 42.54 29.1 45 42.8 49.3a74.73 74.73 0 0 1 8.72 3.31 1.83 1.83 0 0 0 .78.17 1.86 1.86 0 0 0 1.86-1.86V16a1.86 1.86 0 0 0-1.86-1.9z"></path> <path fill="#c8c8c8" d="M54.16 16v35a1.86 1.86 0 0 1-2.64 1.69 74.73 74.73 0 0 0-8.72-3.39V17.58a76.6 76.6 0 0 0 8.72-3.3A1.85 1.85 0 0 1 54.16 16z"></path> <circle cx="26.29" cy="21.3" r="9.8" class="fill-current-color" fill="#0079d6"></circle> <path fill="#fff" d="M26.3 15.36l1.47 4.54h4.77l-3.86 2.8 1.47 4.54-3.85-2.81-3.86 2.81 1.47-4.54-3.86-2.8h4.77l1.48-4.54z"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">What's new</p> <a href="version-history" class="card-title stretched-link has-external-link-indicator" data-linktype="relative-path">What's new</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path d="M26.1 48.89h11.8a10.25 10.25 0 0 1-.61-3.28H26.71z" fill="#e7e7e7"></path> <path d="M43 53.52v1a.26.26 0 0 1-.29.23h-21.4c-.16 0-.3-.11-.3-.23v-1h.07a7.56 7.56 0 0 0 4.63-3.76 6.93 6.93 0 0 0 .39-.87 9.92 9.92 0 0 0 .62-3.28v-.35h10.57v.35a9.93 9.93 0 0 0 .61 3.28 7 7 0 0 0 .4.87 7.53 7.53 0 0 0 4.62 3.76z" fill="#acacac"></path> <path d="M37.91 48.89a9.93 9.93 0 0 1-.61-3.28v-7H26.72v7a9.92 9.92 0 0 1-.62 3.28 6.93 6.93 0 0 1-.39.87h12.6a7 7 0 0 1-.4-.87zm-5.9-5a1.79 1.79 0 1 1 1.79-1.79 1.79 1.79 0 0 1-1.8 1.78z" fill="#919191"></path> <path d="M58.85 9.85v28.57H5.15V10.67a1.42 1.42 0 0 1 1.42-1.42h51.69a.59.59 0 0 1 .59.6z" fill-opacity=".3" fill="#e3e3e3"></path> <path d="M58.85 38.54v5.18a1.41 1.41 0 0 1-1.42 1.42H6.57a1.41 1.41 0 0 1-1.42-1.42v-5.18z" opacity=".5" fill="#e3e3e3"></path> <path d="M58.85 10v33.76a1.41 1.41 0 0 1-1.42 1.42H6.57a1.41 1.41 0 0 1-1.42-1.42v-33a1.41 1.41 0 0 1 1.42-1.38h51.69a.58.58 0 0 1 .59.62z" fill="none" stroke="#c8c8c8" stroke-miterlimit="10" stroke-width="1.25"></path> <path fill="#8f8f8f" fill-opacity=".1" stroke="#ccc" stroke-linejoin="round" stroke-width=".96" d="M5.3 38.54h53.4"></path> <path d="M32 22c-3.66-3-10.82-3.4-10.82-3.4v13.52C26.51 31.26 32 34.83 32 34.83s5.49-3.57 10.83-2.71V18.58S35.36 19.31 32 22z" fill="#e3e3e3" opacity=".5"></path> <path d="M32 20.3c-3.66-3-10.82-3.4-10.82-3.4v13.55c5.34-.86 10.83 2.7 10.83 2.7s5.49-3.56 10.83-2.7V16.9s-7.48.74-10.84 3.4z" class="fill-current-color" fill="#137ad1"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Training</p> <a href="/en-us/training/browse/?expanded=dynamics-365&amp;products=dynamics-field-service&amp;resource_type=learning%20path" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Training</a> </div> </div> </div> </article> </div> <div class="column is-6-tablet is-3-desktop"> <article class="card is-full-height position-relative"> <div class="card-content display-flex"> <div class="media align-items-stretch"> <div class="media-left display-none display-block-tablet"> <div class="image image-64x64 has-text-dynamics" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64" preserveAspectRatio="xMidYMin meet"> <g data-name="Layer 1"> <path class="has-stroke-current-color" fill="none" stroke="#0079d6" stroke-width="3.25px" stroke-miterlimit="10" d="M17.05 6.77a5.87 5.87 0 0 0-4.45 1.47c-.92 1-1.39 2.66-1.39 5V21q0 8.71-5.58 10.91v.14q5.58 2.31 5.58 11.42V51q0 6.35 5.84 6.34M47 57.23a5.87 5.87 0 0 0 4.45-1.47c.92-1 1.39-2.66 1.39-5V43q0-8.72 5.58-10.91v-.14q-5.58-2.31-5.58-11.42V13q0-6.35-5.84-6.34"></path> <path opacity=".5" fill="#e3e3e3" d="M17.13 13.91h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 13.91h29.75v9.52H17.13z"></path> <path fill="#c8c8c8" opacity=".5" d="M17.13 27.24h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 27.24h29.75v9.52H17.13z"></path> <path fill="#acacac" opacity=".5" d="M17.13 40.56h29.75v9.52H17.13z"></path> <path fill="none" stroke="#c8c8c8" stroke-width="1.25px" stroke-miterlimit="10" d="M17.13 40.56h29.75v9.52H17.13z"></path> </g> </svg> </div> </div> <div class="media-content"> <p class="card-supertitle margin-top-none margin-top-xs-tablet">Concept</p> <a href="/en-us/troubleshoot/dynamics-365/field-service/welcome-field-service" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Troubleshoot</a> </div> </div> </div> </article> </div> </div> </div> </section> <section id="additional-content" class="padding-block-lg"> <div class="uhf-container anchor-headings"> <h2 class="margin-top-none margin-bottom-sm">Implement</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Try/buy/install</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="trial-signup" class="has-external-link-indicator" data-linktype="relative-path"> Sign up for a trial </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="buy-fs" class="has-external-link-indicator" data-linktype="relative-path"> Buy a subscription </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="install-field-service" class="has-external-link-indicator" data-linktype="relative-path"> Install Field Service </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="/en-us/dynamics365/get-started/release-schedule" class="has-external-link-indicator" data-linktype="absolute-path"> Get preview features </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Set up</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="users-licenses-permissions" class="has-external-link-indicator" data-linktype="relative-path"> Set up users </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="frontline-worker-set-up" class="has-external-link-indicator" data-linktype="relative-path"> Set up frontline workers </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="set-up-bookable-resources" class="has-external-link-indicator" data-linktype="relative-path"> Set up bookable resources </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="configure-default-settings" class="has-external-link-indicator" data-linktype="relative-path"> Configure default settings </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Customize</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-customizations" class="has-external-link-indicator" data-linktype="relative-path"> Customize Field Service </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-customization-best-practices" class="has-external-link-indicator" data-linktype="relative-path"> Best practices </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-customize-forms" class="has-external-link-indicator" data-linktype="relative-path"> Customize forms </a> </li> </ul> </div> </article> </div> </div> <h2 class="margin-top-none margin-bottom-sm">Administer</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Administer</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-maps-address-locations" class="has-external-link-indicator" data-linktype="relative-path"> Set up location and map settings </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="create-price-list" class="has-external-link-indicator" data-linktype="relative-path"> Set up price lists </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="schedule-new-entity" class="has-external-link-indicator" data-linktype="relative-path"> Enable an entity for scheduling </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="set-up-booking-statuses" class="has-external-link-indicator" data-linktype="relative-path"> Set up booking statuses </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Administer mobile app</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/set-up-field-service-mobile" class="has-external-link-indicator" data-linktype="relative-path"> Install Field Service mobile app </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/booking-maps" class="has-external-link-indicator" data-linktype="relative-path"> Enable booking maps </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/best-practices-limitations-offline-profile" class="has-external-link-indicator" data-linktype="relative-path"> Configure offline capabilities </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/enable-push-notifications" class="has-external-link-indicator" data-linktype="relative-path"> Enable push notifications </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Administer add-ons</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="connected-field-service" class="has-external-link-indicator" data-linktype="relative-path"> Connected Field Service overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="cfs-security-roles" class="has-external-link-indicator" data-linktype="relative-path"> Configure security roles for Connected Field Service </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="rso-get-install" class="has-external-link-indicator" data-linktype="relative-path"> Get Resource Scheduling Optimization </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="rso-quickstart" class="has-external-link-indicator" data-linktype="relative-path"> Deploy and set up Resource Scheduling Optimization </a> </li> </ul> </div> </article> </div> </div> <h2 class="margin-top-none margin-bottom-sm">Use</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Work orders</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="create-work-order" class="has-external-link-indicator" data-linktype="relative-path"> Create a work order </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="work-order-status-booking-status" class="has-external-link-indicator" data-linktype="relative-path"> Work order life cycle and statuses </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-architecture" class="has-external-link-indicator" data-linktype="relative-path"> Work order architecture </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Bookable resources</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="set-up-characteristics" class="has-external-link-indicator" data-linktype="relative-path"> Specify resource skills </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="resource-crews" class="has-external-link-indicator" data-linktype="relative-path"> Create a crew </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="resource-pools" class="has-external-link-indicator" data-linktype="relative-path"> Create a resource pool </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Customer accounts and assets</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="accounts" class="has-external-link-indicator" data-linktype="relative-path"> Create customer accounts </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="assets" class="has-external-link-indicator" data-linktype="relative-path"> Work with customer assets </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="properties" class="has-external-link-indicator" data-linktype="relative-path"> Create properties </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Scheduling</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="schedule-assistant" class="has-external-link-indicator" data-linktype="relative-path"> Schedule assistant </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="quick-scheduling" class="has-external-link-indicator" data-linktype="relative-path"> Quick scheduling </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="work-with-schedule-board" class="has-external-link-indicator" data-linktype="relative-path"> Use the schedule board </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Mobile app</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/overview" class="has-external-link-indicator" data-linktype="relative-path"> Mobile app overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/get-work-done-mobile-app" class="has-external-link-indicator" data-linktype="relative-path"> Use the mobile app </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mobile/booking-maps#view-booking-map-on-mobile-app" class="has-external-link-indicator" data-linktype="relative-path"> View booking map </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Agreements, inventory, and purchasing</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="set-up-customer-agreements" class="has-external-link-indicator" data-linktype="relative-path"> Agreements to automatically generate work orders and invoices </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="set-up-agreement-sub-statuses" class="has-external-link-indicator" data-linktype="relative-path"> Agreement sub-statuses </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="inventory-purchasing-returns-overview" class="has-external-link-indicator" data-linktype="relative-path"> Inventory, purchasing, and returns </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Integrations</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="field-service-teams-collaboration" class="has-external-link-indicator" data-linktype="relative-path"> Collaborate using Microsoft Teams </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="supply-chain-field-service-integration" class="has-external-link-indicator" data-linktype="relative-path"> Integrate with Dynamics 365 Supply Chain Management </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="mixed-reality-guides-integration" class="has-external-link-indicator" data-linktype="relative-path"> Integrate with Dynamics 365 Guides </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="finance-operations-integration" class="has-external-link-indicator" data-linktype="relative-path"> Integrate with finance and operations </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="business-central-integration" class="has-external-link-indicator" data-linktype="relative-path"> Integrate with Dynamics 365 Business Central </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Copilot in Field Service</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="copilot-side-pane" class="has-external-link-indicator" data-linktype="relative-path"> Copilot side pane in the web app </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="work-order-recap" class="has-external-link-indicator" data-linktype="relative-path"> Work order summary </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="responsible-ai-overview" class="has-external-link-indicator" data-linktype="relative-path"> Responsible AI overview </a> </li> </ul> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height"> <div class="card-content"> <p class="card-title color-text font-size-lg">Resource Scheduling Optimization Add-in</p> <ul class="has-line-height-reset margin-left-none margin-bottom-none margin-top-xs"> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="rso-overview" class="has-external-link-indicator" data-linktype="relative-path"> Resource Scheduling Optimization overview </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="rso-schedule-optimization" class="has-external-link-indicator" data-linktype="relative-path"> Schedule optimization </a> </li> <li class="is-unstyled margin-bottom-xxs font-size-sm"> <a href="rso-simulation" class="has-external-link-indicator" data-linktype="relative-path"> Run as a simulation </a> </li> </ul> </div> </article> </div> </div> <h2 class="margin-top-none margin-bottom-sm">Related products</h2> <div class="columns is-multiline"> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/dynamics365/mixed-reality/guides/overview" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Dynamics 365 Guides</a> <p class="card-content-description">Let Field Service customers attach mixed reality guides to Field Service tasks so frontline workers can view the guides in their HoloLens and get their work done.</p> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/dynamics365/mixed-reality/remote-assist/ra-overview" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Dynamics 365 Remote Assist</a> <p class="card-content-description">Allow frontline workers to see their Field Service bookings on HoloLens and quickly call remote collaborators.</p> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/dynamics365/customer-service/overview" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Dynamics 365 Customer Service</a> <p class="card-content-description">Help your business deliver the best customer service experience possible to your customers.</p> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/power-apps/maker/data-platform/" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Microsoft Dataverse</a> <p class="card-content-description">Securely store and manage data that's been used by business applications.</p> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/power-platform/" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Microsoft Power Platform</a> <p class="card-content-description">Lets your business deploy Field Service.</p> </div> </article> </div> <div class="column is-4-tablet is-4-desktop"> <article class="card is-full-height position-relative"> <div class="card-content"> <a href="/en-us/power-apps/" class="card-title stretched-link has-external-link-indicator" data-linktype="absolute-path">Microsoft Power Apps</a> <p class="card-content-description">Build low-code apps that modernize processes and solve tough business challenges in your organization.</p> </div> </article> </div> </div> </div> </section> </div><div id="assertive-live-region" role="alert" aria-live="assertive" class="visually-hidden" aria-relevant="additions" aria-atomic="true"></div> <div id="polite-live-region" role="status" aria-live="polite" class="visually-hidden" aria-relevant="additions" 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