Dynamics 365 Field Service Implementation is a 5-week, $4,950 fixed-price engagement that stands up Field Service in one Dataverse environment of one tenant (standard scope: up to 500 users) and hands it over working: work order types and incident types, bookable resources with skills and territories, the dispatcher schedule board with map view and schedule assistant, the Field Service mobile app for a pilot group of technicians, customer assets and agreements with recurring preventive-maintenance bookings, inventory basics (warehouses, truck stock, products used), and Resource Scheduling Optimization only where you have licensed the add-in. Licensing prerequisites are stated before kickoff; Microsoft license and metered charges (Field Service and Contractor licenses, the Resource Scheduling Optimization add-in, Dataverse capacity) are yours, not part of the fee.
Dynamics 365 Field Service is Microsoft's application for organizations that send people to customer sites: a work order lifecycle, a dispatcher schedule board, a technician mobile app, customer assets and service agreements, and inventory for parts carried on trucks. It runs on Dataverse in a Power Platform environment, so what you configure in the first five weeks is also the foundation every later customization, report and integration builds on. Getting that foundation right is the whole point of this engagement. We configure, we do not code. The scope is the standard Field Service feature set set up for your business: work order types, incident types with service tasks and the products and services they consume, priorities, substatuses and territories; bookable resources (employees, contractors, crews and equipment) with characteristics, proficiency ratings, roles, work hours and home locations; the schedule board with the tabs, filters, booking statuses and map view your dispatchers need, and the schedule assistant that proposes qualified, available resources with travel time; the Field Service mobile app with an offline profile, tested on your technicians' devices; customer assets and functional locations at service locations, and agreements that generate recurring work orders and bookings for preventive maintenance; and inventory basics (warehouses including truck stock, inventory journals, products used and returned on work orders). Resource Scheduling Optimization is the automated optimizer that schedules many bookings at once against goals such as travel time and utilization. It is a separately licensed add-in, priced by the number of resources optimized, and at the time of writing is limited to one active instance per tenant. We deploy and configure it only where you hold the license; otherwise the schedule board and schedule assistant remain the dispatcher's tools and the optimizer can be added later without rework. Licensing is stated before kickoff, not discovered during it. Dispatchers, service managers, administrators and employed technicians need a Dynamics 365 Field Service license; third-party technicians who only need a subset of the capabilities can use the Field Service Contractor license. We confirm the list against Microsoft's current licensing guide and your existing bundles so you do not repurchase what you already own. Microsoft licenses and metered charges stay yours. The engagement closes with a pilot on real work orders, training for dispatchers and technicians, an administrator handover and documentation of every setting we changed. Data migration of historical work orders, ERP or accounting integration, Connected Field Service (IoT), custom development and organization-wide rollout waves are excluded here and quoted separately, and we say so at the scoping call rather than at week four.
Scoping call with your service manager and lead dispatcher: work order flow, resource types, territories, assets under agreement, parts handling and devices. We issue the licensing prerequisite map and the reference-data templates (accounts, products and price lists, resources and skills, territories, assets, agreements).
Install Field Service in the agreed Dataverse environment, configure Field Service settings, business units, security roles and map settings; verify Dataverse capacity and that the licensed users can sign in with the right roles.
Configure work order types, incident types with service tasks, products and services, priorities, substatuses, territories and accounts; load the product catalog and price lists; create bookable resources with skills, proficiency ratings, roles, work hours and home locations.
Build the schedule board tabs, filters, booking statuses and map view; set schedule assistant and travel time defaults; review the mobile app module, define and test the offline profile on the pilot group's devices; deploy and scope Resource Scheduling Optimization where licensed.
Load customer assets and functional locations, build agreement templates with booking setups and decide on invoice setups; configure warehouses, truck stock, inventory journals and products used and returned.
Run the pilot technician group on live work orders for at least one week of real dispatch; tune incident types, booking statuses, offline profile and board filters against what dispatchers and technicians actually do.
Deliver the dispatcher, technician and administrator sessions, hand over configuration documentation and the closeout report, and remove our access unless you ask us to stay.
One Dynamics 365 Field Service deployment in one Dataverse environment of one tenant: work order types, incident types with service tasks, priorities and substatuses; bookable resources with skills, proficiency ratings, roles, work hours and territories; the schedule board with map view, filters, booking statuses and the schedule assistant; the Field Service mobile app with an offline profile for a pilot group of technicians; customer assets, functional locations and agreements with recurring booking setups; and inventory basics (warehouses, truck stock, inventory journals, products used on work orders). Resource Scheduling Optimization is configured only where you hold the add-in license.
A Dynamics 365 Field Service license for each dispatcher, service manager, administrator and employed technician who will use the app, and a Dynamics 365 Field Service Contractor license for third-party technicians who only need a subset of the capabilities. Resource Scheduling Optimization is a separate paid add-in licensed by the number of resources whose schedules are optimized. At the time of writing, Microsoft also includes Dynamics 365 Guides and Remote Assist with the Field Service license. We confirm the exact list against Microsoft's current licensing guide at kickoff; the licenses are purchased by you, through our CSP relationship or your existing agreement.
Only where you have licensed it. Resource Scheduling Optimization is an add-in to Field Service, priced per optimized resource and limited to one active instance per tenant at the time of writing. If you hold it, we deploy it from the Power Platform admin center, define the optimization scope and goal, and schedule the first runs. If you do not, the schedule board and schedule assistant still give dispatchers skill-, territory- and travel-aware booking, and you can add the optimizer later without rework.
$4,950 fixed covers the standard scope: one tenant, one Dataverse environment and up to 500 users, with the configuration listed on this page and no custom code. Larger estates, several environments, custom plug-ins or integrations are quoted in writing after the scoping call. Microsoft license and metered charges are yours: Field Service and Contractor licenses, the Resource Scheduling Optimization add-in and any Dataverse capacity beyond your entitlement.
The planned duration is 5 weeks: discovery and environment foundation in week one, work orders and resources in week two, schedule board and mobile in week three, assets, agreements and inventory in week four, pilot, training and handover in week five. The plan assumes your reference data arrives in the templates we provide and a decision-maker is available for weekly reviews.
The Field Service mobile app runs on the Power Apps mobile app for iOS and Android, and on Windows. Any current smartphone or tablet works; a device management policy is not required for the app to function. If you want app protection or enrollment, our Intune setup services cover it separately and we sequence them before the technician pilot.
Not inside this fixed scope. We load your reference data (accounts, products, price lists, resources, territories, assets and agreements) from the templates we provide. Historical work orders, bookings and invoices from a previous system are a data migration quoted separately once we see the export, because volume and data quality drive the effort.
No. Field Service generates work order products, services and (optionally) invoice records inside Dataverse, and we show you where they live. Pushing them into Dynamics 365 Business Central, another ERP or an accounting package is an integration project; our Dynamics 365 Business Central integration development service covers the Business Central case and other targets are quoted.
Connected Field Service (IoT alerts creating work orders) is excluded because it depends on Azure IoT resources and device integration outside this scope. Copilot features inside Field Service follow Microsoft's availability and your licensing; where a feature is enabled for your region and license we show your dispatchers how to use it, but we do not promise specific Copilot capabilities on this page because they change.
Yes, within the engagement: one dispatcher and service manager session on the schedule board, work order lifecycle and agreements, one technician session on the mobile app using the pilot group's own work orders, and an administrator handover on settings, security roles and mobile offline profiles. Organization-wide rollout training beyond those sessions is quoted separately.
You do. We request granular, time-bound GDAP access that you approve, never standing global admin, plus a Field Service administrator role in the one environment in scope. Access is removed at handover unless you ask us to keep supporting the environment.
You own everything we configured; it lives in your tenant and there is no lock-in. Customers who license through IT Partner receive break-fix support during business hours at no extra charge. Changes to the configuration after handover, new territories, further technician waves or the optimizer rollout are quoted or handled on an hourly basis.