Dynamics 365 Field Service mobile app in a day

Objectives By the end of this training, you will be able to: • Understand the context of the Field Service mobile app within Field Service and the Power Platform • Install and log into the mobile app and interact with Field Service information like bookings and work orders. • Perform common configurations like editing the tables, forms, views, and columns displayed in the mobile app and set up ‘offline first’ so the mobile app works without internet access. • Perform more advanced configurations and customizations to accommodate more business requirements and processes. • Learn best practices to implement the Field Service mobile app including migrating from the previous mobile app. Structure 1. Prerequisites: Installation and setup (60 min) o Create a new environment or use your own. o Add Field Service to an existing environment (if applicable). o Open your Field Service environment o Create a new user to represent a frontline worker o Complete the getting started page to create a frontline worker and schedule a work order to view on the mobile app 2. Introduction to configurations and customizations (60 min) o Edit the Site Map o Edit a mobile view o Add a field to the mobile Booking form o Add a field to the mobile Work Order form o Enable offline first and modify the offline profile 3. Advanced capabilities and customizations (120 min) o Frontline worker address and location tracking o Push notifications o Enable barcode scanning o Run mobile workflows, processes, JavaScript 4. Implementation guidance (30 min) o Mobile adoption playbook o Best practices o Documentation

Supported Operating Systems

iOS, Android

Dynamics 365 Field Service version 8.8.40+

Simply download the PDF and follow the instructions.