Dynamics 365 Field Service: plan and manage field work.
Dynamics 365 Field Service is Microsoft's software for technical field service, from work order to the report at the customer site. NAVAX implements it and, if you wish, connects it to your ERP.
What is Dynamics 365 Field Service?
Dynamics 365 Field Service is Microsoft's application for technical field service. It manages work orders, schedules technicians by skills, availability and location, and gives them everything they need for the job in a mobile app. Field Service is part of Microsoft Dynamics 365 and can be connected to Business Central, so materials and labor are invoiced without entering data twice.
- Who
- NAVAX, Microsoft Solutions Partner for Business Applications.
- What
- Implementation of Dynamics 365 Field Service, connection to Business Central and extension with AI agents from Copilot Studio.
- For whom
- Companies with their own team of service technicians who schedule and invoice jobs by phone, Excel or paper today.
- Outcome
- A work order that runs from the phone call to the invoice without anyone entering data twice.
- Why NAVAX
- CRM and ERP experience from one source, more than 30 years with business software and more than 330 employees.
Three common field service problems and how Field Service solves them.
Scheduling by phone, technicians without information, and reports that reach the invoice days later.
What Field Service delivers, according to Forrester.
A study by Forrester Consulting commissioned by Microsoft. The figures apply to a composite organization, not to a NAVAX project.
- Study commissioned by Microsoft346% ROI over three years
- Study
“The Total Economic Impact” of Dynamics 365 Field Service, Forrester Consulting on behalf of Microsoft, December 2023.
- Basis
Interviews with Field Service customers, combined into a composite organization and analyzed over three years.
- Result
346% return on investment and payback in less than six months.
Is Dynamics 365 Field Service right for your service team?
An honest assessment up front. If more of the right-hand column applies, we will tell you so in the first conversation.
Tap the statements that apply to you.
A good fit if …
Another route is better if …
Select the statements above that apply to you. This is where you will see whether a conversation is worth it.
What does Field Service mean for your department?
Choose your area. Examples of what Dynamics 365 Field Service takes over there day to day, and which service is behind it.
Schedule jobs on one board
Schedule boardAll open work orders and all technicians at a glance, scheduled by skills, availability and location.
Service: Field Service implementationCreate maintenance automatically
AgreementsRecurring work orders are generated from a maintenance agreement instead of being created again each time.
Service: Field Service implementationAdjust schedules when things change
Scheduling Operations Agent (preview)When an appointment is canceled, the agent suggests how to rearrange the day's schedule.
Service: AI agents with Copilot Studio
Examples of what is possible with Dynamics 365 Field Service, not a promise for your project. Where you start is clarified in the first conversation.
How NAVAX supports you with Field Service.
From implementation and clean master data to the connection with Business Central and your own AI agents.
How a Dynamics 365 Field Service implementation works.
Four steps from the first conversation to live operation. How long each one takes depends on your processes and your data.
- 1
Requirements analysis
We clarify goals, service processes and data sources and decide what you start with.
What you have afterwardsA shared picture of your service process and the scope for the start.
- 2
Implementation
We set up Dynamics 365 Field Service close to the standard, with the connection to Business Central if you want it.
What you have afterwardsA configured system with your processes and roles.
- 3
Data migration and training
We migrate customers and master data and remove duplicates. Your key users and your team learn the system with real examples.
What you have afterwardsA clean data set and key users as the first point of contact.
- 4
Go-live and support
Your team works productively with Field Service, and we support the start.
What you have afterwardsDispatch and technicians working in the new system.
Frequently asked questions about Dynamics 365 Field Service.
Questions we often hear before a first conversation. If yours is missing, ask us directly.
What is the Field Service module in Dynamics 365?
Dynamics 365 Field Service is Microsoft's application for technical field service. It covers the path from work order and scheduling to completion at the customer site, with a mobile app for technicians. It is part of the Microsoft Dynamics 365 product family.
What does field service mean?
Field service means service at the customer site: technicians install, maintain or repair equipment and devices where the customer is. Field service management means planning and controlling these jobs.
What is field service management software?
Field service management software manages service orders, schedules jobs by skills, availability and location, gives technicians the information they need on the road and records what was done on site. Dynamics 365 Field Service is Microsoft's solution for this.
What is the difference between Dynamics 365 Customer Service and Field Service?
Customer Service is designed for support by phone, email, chat and self-service: receiving, handling and resolving requests. Field Service takes over when someone has to go to the customer: scheduling the job, equipping technicians on site, documenting the work and invoicing it. Both work on the same customer data, so a support request can turn into a work order.
How much does Dynamics 365 Field Service cost?
According to Microsoft's price list for Germany (as of October 9, 2026, billed annually, excluding VAT), Dynamics 365 Field Service costs €91.00 per user per month. For external technicians there is the Field Service Contractor license at €43.30 per user per month. Prices can change. On top of that come the implementation costs, which depend on your processes and data.
Can Field Service be connected to Business Central?
Yes. Microsoft provides an integration for this: items and services used on a work order go to Business Central, where they are posted and invoiced. That way nobody enters the same data twice. Which data should be synchronized in your case is clarified in the first conversation.
Is there a Dynamics 365 Field Service app?
Yes. The mobile app for iOS and Android shows technicians their work orders, the customer asset and its history and captures time, materials and notes. It also works offline and syncs the data as soon as a connection is available again.
Which AI features does Dynamics 365 Field Service offer?
Copilot summarizes work orders, helps with replies to customers in Outlook and searches product manuals for technicians. The Scheduling Operations Agent, currently in preview according to Microsoft, adjusts schedules when something changes during the day. You build your own AI agents for your processes with Copilot Studio.
Can external technicians work with Field Service?
Yes. For external technicians, for example from subcontractors, Microsoft offers a separate, lower-priced license: Dynamics 365 Field Service Contractor.
Do I also need Dynamics 365 Sales or Customer Service for Field Service?
No. Field Service is a separate application with its own license. It does, however, work on the same data foundation as Sales and Customer Service. If you use several of them, sales, support and field service see the same customer.
You might also be interested in.
The overview of Microsoft CRM, the other Dynamics 365 apps and the ERP that Field Service connects with.
- SolutionMicrosoft CRMThe overview: Dynamics 365 for sales, marketing and service.View page
- SolutionDynamics 365 Customer ServiceSupport by phone, email, chat and self-service, on the same customer data.View page
- SolutionBusiness CentralMicrosoft's ERP for finance and operations, which connects with Field Service.View page
- SolutionDynamics 365 SalesMicrosoft's CRM for sales.View page
- SolutionCustomer InsightsUnify customer data and plan campaigns.View page
- SolutionCopilot Studio & AI agentsAI agents that work on your data and in your processes.View page
