Field Service Mobile setup (Dynamics 365 Field Service
https://docs.microsoft.com/en-us/dynamics365/field-service/field-service-mobile-app-user-guide
Step 1: Download the Field Service Mobile app on a phone or tablet Step 1: Download the Field Service Mobile app on a phone or tablet
Download Field Service Mobile from the Windows, Apple, or Google Play app stores, or visit the following links. Field Service Mobile requires Field Service versions 7.5.5 and 8.2+.Step 2: Install the Field Service Mobile configuration tool (Woodford) Step 2: Install the Field Service Mobile configuration tool (Woodford)
The configuration tool allows app access for field technician users, and allows administrators to customize the mobile experience. and save to your computer. In the Dynamics 365 organization, go to Settings > Solutions. Select Import. Note
You may have to select the gear icon and go to Advanced Settings in order to access the Solutions option from the settings dropdown. On the Select Solution Package screen, select the Woodford\_\#\_\#\_\#\_\#\_managed.zip file, and then select Next. After the import completes, verify that Woodford appears on the Settings menu. If you don't see it, refresh the page.Step 3: Import the mobile project template Step 3: Import the mobile project template
Next, download and import a mobile project that allows you to configure the mobile app for your organization.
The mobile project template contains all customizations for the Field Service Mobile app. A mobile project allows you to customize the mobile experience across devices. For example, you use a mobile project to add, remove, and change fields, entities, views, and forms on the mobile app. Open the Mobile Configuration Tool (Woodford) by going to Settings > Woodford and selecting MobileCRM Woodford HTML5. If you experience trouble opening or working in the HTML5 version, you can use the MobileCRM Woodford Legacy in a non-private Internet Explorer browser window. You may be asked to set a storage quota. Set to 500 MB, and then select OK. Register yourself as a user. and save in a location other than the Downloads folder. If you have an existing mobile project from a previous app version, you'll need to manually move the customizations for that project into a derivative of this project. The mobile project is updated periodically; for regular access the latest mobile project.
For previous mobile apps for D365 for Field Service, see the article on . Import the mobile project file. In the Add Mobile Project dialog: Keep Type set to Standard User.
Enter the filename of the mobile project file you downloaded. In our example, it was FSDyn365_1.0.2735 (yours may be different depending on which version you downloaded).
Enter a priority value. In our example, we set it to 10.
Assign the template to all field service security roles.
Select Save. Double-click on your newly imported mobile project file. You'll be taken to the project detail page. Select Publish. Head back to the main Woodford page by selecting the back button in the navigation, as seen in the following screenshot. Select to highlight the mobile project template and select Derive. Keep Type set to Standard User.
Enter a name (in our example, FSDyn365_1.0.2735-derivative), a higher priority (in our example, 20), and assign to relevant Field Service security roles.
Select Save. Note
Make sure to publish the project to match the version of Field Service Mobile your technicians are using. For example, if your technicians are using Field Service Mobile v12.1, publish the mobile project template to 12.1. If your technicians are using different versions of the mobile project, publish the project to the lowest common version. Double-click the mobile project template parent (not your new derivative), and then select Publish All. Verify that the mobile configurations are published by checking for an arrow next to the projects.
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