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Outlook Integration with Field Service for Dynamics 365

 Shailesh Wath   Leave a comment

Introduction:

This blog explains how to configure work order bookings for Field technicians who need them to show in Outlook calendar.

Prerequisites:

1. Dynamics 365 Field Service licenses
2. Office 365 Enterprise E3 licenses

Configuration:

Enable and Test email mailbox for relevant Users is successful.

Working:

Below are steps for setting up Outlook Integration with Field Service to set this up in the system

  1. Login to Dynamics 365 Field Service environment as a “Administrator”.
  2. Next, go to Settings > Administration > System Settings > Synchronization and check Synchronize resource bookings with Outlook.
  3. Login to Dynamics 365 Field Service environment as a “Technician”.
  4. Navigate to Options > Synchronization.

    And check Synchronize resource bookings with Outlook.

  5. Login to Dynamics 365 Field Service environment as a “Administrator” and schedule a Work Order to Technician.
  6. Login into Outlook with the User related to that “Field technician”.
  7. Open Calendar and booking is shown as below.

Note: The Booking may take 10+ minutes to show in Outlook. This is because it is an asynchronous service.

 


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