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The Field Service (Dynamics 365) mobile app helps your frontline workers manage and complete their service tasks while onsite at a job. The mobile app enables them to view their daily schedule, complete inspections, bill for products and services, send reports to customers, and submit their time-off requests.
The Field Service (Dynamics 365) mobile app is built on Microsoft Power Platform. If your organization is using the mobile app built on the Xamarin platform, you'll need a plan to move workers to the Power Platform mobile app by June 2022.
As you transition your organization to the Field Service (Dynamics 365) mobile app, follow these best practices and tips for setup and deployment.
To make sure that frontline workers have access to the right tables (entities) and columns (fields) on the mobile app, you might need to edit the security role assigned to them.
Assign each frontline worker, or resource, the Field Service-Resource security role and field security profile because many processes check for users with that security role. For more information, check out the frontline worker setup instructions.
For example, the Booking and Work Order form is visible to users with the Field Service-Resource security role by default, but users with other security roles need to be given access explicitly.
If you want to augment the security privileges of the Field Service-Resource security role, you need to create a new role with the permissions you want to add, and then assign the new security role to users in addition to the Field Service-Resource security role. The same principle applies for field security profiles.
If you intend to remove or lower security privileges, then we recommend that you copy the Field Service-Resource security role, make your changes to the copy, and then assign the copied security role to the frontline worker users. Then, give your newly created copy of the security role access to the Booking and Work Order form included with Dynamics 365 Field Service. This form is used to view scheduled jobs (see the next tip).
Read about Field Service security roles for more information and steps to copy security roles.
Using the mobile application with a role that has broad access to data, like an admin role, might result in larger data downloads and longer sync times of offline data. Test your application with the security role applicable to end users.
For more information about security roles, check out Install and set up the Field Service (Dynamics 365) mobile app.
It's important to use the forms that come with Field Service rather than creating new ones, because the default forms and controls are optimized for performance and usability on mobile devices.
For example, use the Booking and Work Order form to show frontline workers their schedules and job information. The Booking and Work Order form has custom code that is purpose-built for field service scenarios. Add your organization's schedule and job information into the form.
The same is true for controls. Use the controls that are included with Field Service where possible. Examples include the booking map for job locations and the calendar control for schedules.
Here is an example of some of the mobile optimized forms and controls included with the Field Service (Dynamics 365) mobile app, such as at-a-glance agenda view, customer information with address and maps, and an intuitive experience to track the services performed and parts consumed:
Surface the most relevant fields and information to technicians up front. Overloading the form with less-used fields and controls will impact app performance, so consider creating new sections or tabs to host custom content. Take feedback from users to determine what content is necessary and what can be removed or hidden from forms.
For more information, go to Edit the sitemap (home screen), forms, and views.
Offline profiles control which data is downloaded to the device. We strongly recommend that you use the offline feature, even if your frontline workers always have internet access.
Using downloaded data is much faster than using data on the server that is accessed over the internet, thus improving overall performance. Set up an offline profile, and then add users and teams to the offline profile.
Here are a few more pro tips for using offline profiles:
By using offline profiles, data will be downloaded to the device. With offline data, in-app performance such as displaying forms will be much better. Limiting the amount of data in the offline profile to what is needed by the user will improve sync performance.
For more information, go to Configure offline data and sync filters for the Field Service (Dynamics 365) mobile app.
Many organizations follow a "bring your own device" (BYOD) policy where frontline workers use their personal phones or other devices for business. The Field Service (Dynamics 365) mobile app works on many devices running iOS or Android software, and support for Windows 10 devices is planned.
For the best performance, make sure your team has newer devices that run the latest operating system versions. Review the supported mobile platforms for recommendations about operating system versions, RAM, and storage.
The Field Service (Dynamics 365) mobile app is built on Microsoft Power Platform, so the mobile app can take advantage of several capabilities of Microsoft Power Platform.
Here are just two common examples:
In addition to these Field Service best practices, here are a few more planning tips that can be helpful for your project:
We've put together some resources to help you before and during your mobile deployment.
The post 5 tips for implementing the Field Service (Dynamics 365) mobile app appeared first on Microsoft Dynamics 365 Blog.
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