Configure Microsoft Dynamics 365 Field Service
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Configure Microsoft Dynamics 365 Field Service

Understand the ability to configure based on your organization needs.

Microsoft Learn
Updated Feb 16, 2025

What you'll learn

  • Identify key service configuration considerations
  • Users and security roles
  • Define work order types, statuses and sub statuses
  • Define incident and service task types
  • Define Field Service products, services, and pricing options
  • Define service territories
  • Configure Field Service account preferences
Course Description

One of the main advantages to Dynamics 365 Field Service is the ability to configure it based on your organization needs. This might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, sub-statuses, service territories, and account configuration that will support the desired Functionality.