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.
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
The Field Service Mobile application that is built on Microsoft Power Platform won't be available to users in your organization unless you're running the appropriate version of Dynamics 365 Field Service. You need to install or upgrade your Field Service instance to v.8.8.22 or above. When your environment is running on the correct version, the Dynamics 365 Field Service Mobile application becomes available to users.
Set up frontline workers in your organization
After ensuring that you're running on the correct application version, your next task is to set up your frontline workers. Frontline workers in Dynamics 365 Field Service are the people in your organization who are primarily scheduled for onsite jobs and who will use the mobile app for their work. Make sure to set up your frontline workers in Field Service as quickly as possible so that they can immediately start fixing problems at customer locations and complete service calls.
You can set up your frontline workers by going to the Resources area and selecting Resources.
From the Set up your frontline workers form, you can complete the following tasks:
Define frontline workers - Set up one or more frontline workers, including defining the following factors:
Modify workers' security settings - View and update the defaulted security role, field security profile, and mobile offline profile that are set for your frontline workers, which control the data that your frontline workers can see and access.
Provide users with a download link - Select to send an automatic email to your frontline workers with a link to download the Dynamics 365 Field Service Mobile app.
Note
We recommend that you use the default security roles and mobile offline profiles when using the setup wizard.
After you've defined one or more frontline workers, you can:
View a list of all frontline workers, including names, email addresses, and home addresses.
View and update individual frontline worker details, such as their home address, security role, and mobile offline profile.
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 view or update 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.
