Sample library for Dynamics 365 Field Service
Applies to: Dynamics 365 Field Service
This collection of sample code, components (solutions), and documents can help your Field Service projects with tasks such as customization, configuration, and operation of the platform. The library offers reusable and easy-to-follow resources for Field Service developers and users.
Important
Sample codes, components (solutions), and documents created by the community aren't supported by Microsoft. If you have questions or issues with community tools, contact the tool's publisher.
Areas
The following sections outline the content of the collection. Each section includes links to the corresponding articles and samples.
Configure the schedule board in Field Service
Add crew information to the resource cell template.
A core element in this scenario is the flexibility to format the resource card shown on the schedule board. This sample shows how you can add crew membership information to the resource card. Learn more at Add crew information to resource cells. For an introduction to the area, go to Customize the schedule board with a custom resource attribute.
Customize the template for bookings.
A core element in this scenario is the flexibility to format the booking slot shown on the schedule board. We show an example of how you can add a custom icon to the booking template based on the work order incident type. Learn more at Customize the template for bookings. For an introduction to the area, go to Edit schedule board booking templates.
Field mapping for the schedule board settings
Each field in the board settings maps to a particular column in the schedule board settings record for the relevant section. This information can be useful if you have to troubleshoot something about the schedule boards. Learn more at Field mapping for schedule board settings in Dynamics 365 Field Service.
Custom control to manage schedule board settings
If you use Universal Resource Scheduling for Dynamics 365 Field Service, you might want to create copies of bookings with minor tweaks or similar changes. Microsoft has published an unmanaged solution, the Schedule board settings management control, that can help you in such cases. Learn more at Schedule board settings management control.
Develop the solution
Solution component validation tool
Solution management is the core design tenet of any Dynamics 365 implementation with Dataverse. You can manage solution structures for application lifecycles with the solution component validation tool.
Learn more at Validate the solution.
Test the solution
Automated end-to-end testing is an important part of Dynamics 365 implementation projects. Automation helps you test code quickly by replicating the business process flows so that you can deploy it faster with high confidence.
Here in the Dynamics 365 guidance hub, we provide articles based on samples and tools that we developed for implementation projects with Dynamics 365 Customer Service. But you can use the same tools and samples to test implementation projects with Dynamics 365 Field Service.
Learn more at Set up test automation with Playwright.
Set up and configure
Application lifecycle management
Good practices and clever tools for application lifecycle management (ALM) can help you manage your solution with Dynamics 365 Field Service. For example, Universal Resource Scheduling for Dynamics 365 Field Service includes a schedule board with settings that let you define the layout and functions of schedule board tabs and the schedule board in general. Learn more at Field mapping for the schedule board settings.
You can also use Azure services to help you maintain the solution over time. Learn more at Set up Azure Pipelines to deploy Field Service.
Use Copilot to create sample data for Field Service
You can use Copilot to generate sample data that you then import into a demonstration environment so that you can show prospects the capabilities of Dynamics 365 Field Service.
Learn more at Use Copilot to create sample data for Field Service.