Dynamics 365 Field Service

Designing, Building and Running Solutions in Microsoft Ecosystem
1. Auflage 2027
ISBN: 979-8-8688-3194-2
Verlag: APRESS L.P.

Buch, Englisch, Format (B × H): 155 mm x 235 mm

Field service today is about far more than dispatching technicians—it’s about delivering seamless, data-driven customer experiences. This book takes you inside Dynamics 365 Field Service and the Microsoft Power Platform, showing how to align people, processes, and technology for maximum impact.

It starts with an overview of the Microsoft ecosystem and configuring resources to manage work orders, scheduling efficiently, and handling products. With practical guidance, real-world examples, and a recurring customer scenario, you’ll see how to move from theory to practice with confidence. Furthermore, you’ll discover how the Field Service mobile app empowers technicians on the ground, how AI and Copilot transform scheduling and decision-making, and how IoT integration unlocks proactive and predictive service delivery. Toward the end, you will go through customization strategies, integration best practices, and real implementation stories from enterprises, sports facilities, and government agencies.

After reading the book, you will have the insight to turn Field Service into a true strategic advantage.

What You Will Learn:

• Know how to deploy Field Service in a single day
• Turn real business scenarios into working solutions
• Customize Field Service for your users
• Understand Resource Scheduling Optimization (RSO)
• Use Copilot for technician support and dispatch decisions

Who This Book Is For:

Dynamics 365 consultant or Business Leaders

Zielgruppe

Professional/practitioner

Autoren/Hrsg.

Christie, Mark

Fachgebiete

• Mathematik | Informatik EDV | Informatik Programmierung | Softwareentwicklung Microsoft Programmierung

Inhaltsverzeichnis

Chapter 1: Setting the Scene: Field Service in Context.- Chapter 2: The Field Service Application and the Power Platform.- Chapter 3: Resources, Skills, and Availability.- Chapter 4: Setting Up and Managing Work Orders.- Chapter 5: Scheduling Board and Dispatching Work Orders.- Chapter 6: Products, Inventory, and Warehouses.- Chapter 7: Field Service Mobile App and the Engineer.- Chapter 8: Schedule Optimization and Copilots.- Chapter 9: Connected Field Service and Automation.- Chapter 10: Customizing Field Service.- Chapter 11: Real Customers, Real Implementations.- Chapter 12: Where to Go Next.

Über Autor(innen)

Mark Christie is a Microsoft MVP for Business Applications (Field Service), a Regional Lead Microsoft Certified Trainer, and a contributor to Microsoft's certification exams. His route into technology was an unusual one: He began in professional sports as a UEFA-licensed coach, working on the data side of the game before moving into Microsoft Dynamics in 2005. From technical support to consultancy to solution architecture—by way of the early Dynamics world of Great Plains and NAV—he found his home in Field Service, and has spent the years since then designing and delivering solutions around the world: multi-country enterprise rollouts, regulated government service delivery, and, fittingly, the sports venues where his two careers meet.

Along the way he has earned a reputation as Field Service's firefighter—the consultant brought in when a large implementation has stalled, gone sideways, or been left smoldering by a previous partner, and the one trusted to get it live. Those rescues inform almost every opinion in this book.

Based out of Scotland and Norway Mark travels the world speaking about Field Service and the Power Platform, and is an avid content creator, producing a constant stream of Field Service content for the community. He retains a particular fondness for the kind of real-world implementation where something is always about to break five minutes before it matters—because that, more often than not, is when his phone rings.