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Frontline workers in Dynamics 365 Field Service are people in your organization who are primarily scheduled for onsite jobs and who use the Dynamics 365 Field Service mobile app for their work. Set up frontline workers to ensure they can immediately engage on work order. Technically, frontline workers are a bookable resource record in Field Service.
On the Get started page, admins can use a single form to set up frontline workers in their organizations to quickly get up and running.
In Field Service, change to the Service area and go to Get started.
In the Set up your frontline workers section, select Set Up.
In the Quick Set Up: Frontline Workers form fill in the following details:
Select the checkbox to send an email to newly created frontline workers with a link to download the mobile app. If you can't send an email to frontline workers, get your email address approved by your admin. For more information, see Add and approve email addresses.
Select Save and close to create the frontline workers as bookable resources.
Frontline workers are stored in the bookable resource table. You can view and update the details for each resource.
In Field Service, change to the Resources ares and go to Resource > Resources.
View or update the resource properties as needed. For more information, see Set up bookable resources.
Events
Mar 31, 11 PM - Apr 2, 11 PM
The ultimate Microsoft Fabric, Power BI, SQL, and AI community-led event. March 31 to April 2, 2025.
Register todayTraining
Learning path
Implement Microsoft Dynamics 365 Field Service - Training
Field service companies often realize they need help as they discover that workflow inefficiencies are preventing growth and limiting revenue. Taking the right steps to configure Dynamics 365 Field Service will save you time during your implementation.
Certification
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate - Certifications
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.