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title description ms.date ms.topic author ms.author ms.reviewer ms.custom ms.subservice
Manage work orders with Field Service in Teams (frontline workers)
Learn how field technicians and other frontline workers can use the Dynamics 365 Field Service Teams app to view and update work orders in Teams on their mobile devices.
04/18/2024
how-to
jasonxian-msft
jasonxian
v-wendysmith
bap-template
m365-integrations

Work with Field Service in Teams (frontline workers)

The Dynamics 365 Field Service app for Teams enables frontline workers to manage their work orders without disrupting their workflow. In a Viva Connections dashboard or directly in Teams, you can view and update work orders that are assigned to you on your mobile device.

Prerequisites

View a work order

  1. From your Viva dashboard, select See all under Work Orders.

    From your Teams Field Service Home page, select All work orders, or select My work orders to view just the work orders that are assigned to you.

    :::image type="content" source="media/fsp-flw-all-work-orders.png" alt-text="Mobile device rendering showing the list of all work orders in the Field Service Teams app":::

  2. Find the work order you want to view:

    • Type the work order ID in the Find by ID box and select Search. Clear any filters first.

    • To filter the list by status or priority, select Filter, make your choice, and then select Apply.

    • To remove a filter, select Filter, clear each selection, and then select Apply.

  3. Select the work order to view or edit it.

    :::image type="content" source="media/fsp-flw-work-order-details.png" alt-text="Field Service Frontline worker mobile work order details":::

Manage your current work order

  1. From the Teams Field Service Home page, select My work orders. Select your current work order for details.

    In Viva, under Current Work Order, if you only need to update the booking status, select Update Status and then select the new status. Otherwise, select Details.

    :::image type="content" source="media/fsp-flw-work-order-details.png" alt-text="Rendering of a mobile device, showing the details of a work order in the Field Service app for Teams.":::

  2. Within the details of the work order, you can:

    • Change any fields except Service account and Work order type.

    • Open a map to locate the service address. Select the Open in Bing Maps :::image type="icon" source="media/fsp-flm-map-icon.png"::: icon.

    • Open the work order in Dynamics 365 Field Service. Select the open web app :::image type="icon" source="media/fsp-open-web-app-icon.png"::: icon.

    • View tasks and products in Field Service.

    • Launch Remote Assist for remote collaboration.

  3. If you made changes, select Save.

Share work order information

[!INCLUDE fsp-share-wo]

Call for remote collaboration through Remote Assist

[!INCLUDE fsp-launch-ra]

Enable the Microsoft Copilot for Field Service work orders

[!INCLUDE fsp-m365-copilot]

Switch environments

[!INCLUDE fsp-switch-env]

[!INCLUDEfooter-include]