Microsoft Dynamics 365 Field Service helps organizations deliver onsite service to customer locations. A little bit of history – Microsoft acquired FieldOne, a global provider of field service management solution back in July, 2015. This has evolved to the current Dynamics 365 Field Service offering. The solution gears toward enterprise businesses. With the latest 2021 release wave 1 – it could be a good fit for small to mid-market businesses too. It does takes some setup time and need administration/support to properly operate – it is a pretty cool technology and will help your field service resources be more efficient and ultimately deliver better customer experience.

To check it out – I would highly recommend working with a Dynamics 365 Consultant and spin up a Trial environment.

How to setup the Dynamics 365 Field Service Free Trial

Link to Sign up for a free trial. Click on the “Sign up now

If message “Looks like you’re already using [email@xyz.com] with another Microsoft service. Sign in to use this account with this trial, or create a new account.

Recommend “Create a new account instead“. This way the trial setup will NOT clutter your existing environments.

Complete the “Tell us about yourself” and “Create your business identity

Create you user ID and click on Sign up:

Click on the Get Started and it will take you to the Power Platform admin center. We will need to create a new environment Type of “Trial (subscription-based)“. Enter the Name of this new environment and then click on Next

Under “Add database” – Enter the URL. Be sure that “Enable Dynamics 365 apps” is set to Yes. Select “All enterprise applications” under Automatically deploy these apps (there is NO entry for only Field Service at this time). Click Save

Microsoft will begin preparing the Trial environment. Usually takes only a few minutes.

Once it is ready – click into the Trial environment and then click “Open environment” OR the Environment URL

The Trial environment has the Field Service app ready for you to check out along with other related Field Service apps. Here is the link to Get started with Dynamics 365 Field Service and link to Dynamics 365 Field Service user guide. Have fun.

Contact me if you need some Microsoft Dynamics 365 CRM Sales Customer Engagement assistance.

Frank Lee
12 times awarded Microsoft MVP – Dynamics 365 / CRM
San Francisco Bay Area | Silicon Valley