Deploy the mobile application
Before you can use the Field Service Mobile app, you must have Dynamics 365 Field Service installed and set up.
If you haven't already set up Dynamics 365 Field Service, refer to the following articles:
Deployment process
The deployment process involves the following steps:
Ensure that you're running the correct version of Dynamics 365 Field Service.
Enable the new Field Service mobile experience. (Optional)
Set up and configure your frontline workers.
Assign appropriate security roles to users and the mobile app.
Download the app and then sign in.
Install or upgrade your Field Service version
When deploying any application, it is important that you are running the most current version of the application. You may need to install or upgrade your Field Service instance to the latest version.
Enable the refreshed mobile user experience
The refreshed user experience in the Dynamics 365 Field Service mobile app helps service technicians swiftly access all the information they need. It offers familiar mobile navigation, gestures, and controls to manage work orders, tasks, services, and products. Technicians save valuable time with Copilot in Field Service to quickly update the status of a booking or get a summary of a work order. They can even get detailed information about tasks with embedded Dynamics 365 Guides, which provide step-by-step instructions, pictures, and videos.
Configuration options for the refreshed mobile user experience are available in the Settings area of the Field Service Mobile app module. To access them, navigate to Mobile Settings > Features. In addition to enabling the new mobile experience, it is recommended to also enable the Work Order Summary option for optimal functionality.
Set up frontline workers in your organization
Frontline workers in Dynamics 365 Field Service are the personnel in your organization primarily scheduled for onsite jobs and using the mobile app for their work. Ensure that frontline workers are set up in Field Service as quickly as possible so they can immediately begin resolving issues at customer locations and completing service calls.
Configuring frontline workers involves defining bookable resources. For detailed instructions on how to define a bookable resource, see Configure bookable resources in Dynamics 365 Field Service.
View and update frontline workers
After your frontline workers are set up, you might encounter scenarios where you need to modify information that is related to the worker. For example, the worker might be assigned a new territory. In those instances, you can modify frontline worker details as needed.
From the Resources page in the Resources group, select the resource that you want to modify. When you open a worker record, you can view and modify the details for this worker such as characteristics, territories, time zone, and so on, on the Bookable Resource form.
If you need to modify permission-related information for the worker, such as what data they can access or take offline, select the Check Access button on the command bar. This action opens the Check Access window, where you can update this worker's security role, field security role, and mobile offline profile.
For more information, see Set up frontline workers in your organization.
Assign security roles to the Field Service Mobile app
In addition to ensuring that frontline workers have been assigned the necessary security roles to work with the application, you need to assign security roles to the Field Service Mobile application to specify which roles can access the application. For example, you previously assigned the Field Service-Resource role to frontline workers. If you don't also assign that role to the Field Service Mobile application, it doesn't know that those workers can use the mobile app.
Administrators can modify permissions from the Apps screen. If you're working in the Field Service application, select the Field Service text in the upper-left part of the screen. The Apps screen opens, where you can locate the Field Service Mobile app and then select the ellipsis (...). From the menu that appears, select Manage Roles. Select the roles that you want to provide access to.
Important
You should ensure that the Field Service-Resource and Field Service-Administrator roles have been assigned to the app.
Download and install the application
Before frontline workers can start using the Field Service Mobile application, they need to download and install the application onto their preferred device from that device's app store. As previously mentioned, the Field Service Mobile application is currently supported on IOS and Android devices. For more information, see Mobile device - supported platforms.
After the application has been installed on their device, and after they have the necessary security roles assigned to them, the frontline worker can sign into the application. After the worker has successfully signed in, the app will download important Field Service information as defined by administrators.
