Dynamics 365 Field Service for Outlook (Preview)

by Microsoft Corporation

Dynamics 365 Field Service (Preview) enables frontline workers to deliver exceptional service.

Dynamics 365 Field Service (Preview) helps organizations deliver successful onsite service to customer locations. The application uses workflow automation within Microsoft Outlook to help frontline workers fix it right the first time. Create work orders quickly and easily within Outlook, get help from remote experts, and keep customers updated with the status of their service call all in one place. ​

A Dynamics 365 Field Service license and a Microsoft Outlook license are required to use Dynamics 365 Field Service for Outlook (Preview). Dynamics 365 Field Service for Outlook (Preview) is currently available in the United Kingdom and the United States. A Microsoft 365 Global Administrator is required to install and set up Dynamics 365 Field Service (Preview). Dynamics 365 Field Service (Preview) allows administrators and users to access content and share data outside of Microsoft 365 once consent is given to link their Microsoft work or school account with their Dynamics 365 account.​​

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

At a glance