2 Feb’17

Dynamics 365, EnterpriseOutlook Integration with Field Service for Dynamics 365


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


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


Enable and Test email mailbox for relevant Users is successful.


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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