Administrators can configure Dynamics 365 Field Service to accommodate their unique business needs.
The following table provides links to documentation that you can use to perform common configuration tasks.
| Area | Documentation |
|---|---|
| Forms | Create, edit, or configure forms using the form designer |
| Work orders | Create a work order |
| Scheduling | Enable an entity for scheduling |
| Scheduling | Extend Universal Resource Scheduling with custom resource constraints |
| Scheduling | Search Resource Availability with Universal Resource Scheduling API |
| Scheduling | Edit work hour calendars by using APIs |
| Scheduling | Extend Universal Resource Scheduling actions to use your preferred geospatial data provider |
| Schedule board | Set up booking rules |
| Mobile app | Edit the navigation and views on the mobile app |
| Mobile app | Add a custom app module to the Field Service mobile app |
| Mobile app | Create workflows and scripts for the mobile app |
| Mobile app | Use Power Apps to configure the Field Service mobile app |
Undocumented custom controls
Field Service introduces controls that are intended to be used only as-is on the forms that use them by default.
Don't use the following controls in customization scenarios:
MultiselectLookupControl
msdyn_postponegenerationuntil: Internal use only. Manipulating values in this field or taking dependencies on it isn't 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)