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Configure Dynamics 365 Field Service for your unique business needs

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Administrators can configure Field Service to accommodate their unique business needs.

Find documentation to perform common configurations in the following table:

Area Documentation
Forms Create, edit, or configure forms using the form designer
Work orders Work order user interface settings
Scheduling Enabled scheduling for an entity
Scheduling Customize Resource matching logic with custom fields
Schedule board Set up booking rules for customers to extend business logic
Scheduling Resource availability API & Sample code
Scheduling Resource workhours extensibility
Scheduling Use your preferred GPS provider
Mobile app Customize the Field Service mobile app
Mobile app Add a custom app module to the mobile app
Mobile app Mobile workflows and JavaScript
Mobile app Use Microsoft Power Platform to configure the Field Service mobile app
Scheduling Edit work hour calendars by using APIs

Undocumented custom controls

Field Service introduces controls that are only intended to be used as-is on the forms that use them by default.

Refrain from using the following controls in customization scenarios:

  • MultiselectLookupControl
  • msdyn_postponegenerationuntil
  • It's intended for internal use only. Manipulating values in this field or taking dependencies on it is not supported and can lead to unexpected system behavior. This field is found in the following entities:
    • Agreement Booking Setup (msdyn_agreementbookingsetup)
    • Agreement Booking Date (msdyn_agreementbookingdate)
    • Agreement Invoice Setup (msdyn_agreementinvoicesetup)
    • Agreement Invoice Date (msdyn_agreementinvoicedate)
    • Order Invoicing Setup (msdyn_orderinvoicingsetup)
    • Order Invoicing Setup Date (msdyn_orderinvoicingsetupdate)
    • Order Invoicing Date (msdyn_orderinvoicingdate)
    • Incident Types Setup (msdyn_incidenttypessetup)
    • Quote Booking Setup (msdyn_quotebookingsetup)