Dynamics 365 Field Service : Create and configure required product and service types

 In Dynamics 365 Field Service, Product Types and Service Types play a critical role in defining what is delivered to the customer—whether it’s a physical item, a service, or an internally used part. They help standardize work orders, inventory usage, billing, and reporting.

Product Types in Dynamics 365 Field Service

Products are physical goods associated with a work order. Dynamics 365 Field Service supports three types of products:

1. Customer Asset (or Equipment)
•  Products sold and installed at the customer site.
• Tracked as assets for future maintenance and service history.
•  Example: HVAC system, elevator, or router installed at a customer’s premises.
2. Inventory
• Parts or materials taken from the company’s warehouse or technician’s van stock.
•  Consumption reduces stock levels in real-time.
•   Example: Fittings, wires, air filters, or replacement parts.
3.  Non-Inventory
•  Items that do not require tracking in inventory.
•  Often used for low-cost or frequently used items.
•   Example: Screws, glue, packaging material.

•  Accurate inventory management and forecasting.
•  Automated asset tracking upon installation.
•  Cost calculation and billing accuracy.

Service Types in Dynamics 365 Field Service

Service Types define the labor and technician time associated with a work order. These are essentially predefined service tasks.

Each Service Type can include:

•  A description of the task (e.g., “Install water purifier”).
•  Estimated duration (e.g., 90 minutes).
•  Estimated cost and price.
•  Skills required (e.g., Electrical Certification).
•  Applicable incident types.

Examples:

•  Annual maintenance inspection
•  Air conditioning system repair
•  IT system diagnostics

Why It’s Important:

•  Standardizes recurring service tasks.
•  Helps technicians and dispatchers understand time and skill expectations.
•  Useful for analytics and SLA performance tracking.
•  Reduces manual entry for common services.

Integration with Work Orders

When creating a Work Order:

•  Product Types determine what items are required or consumed.
•  Service Types define the work to be performed and duration.
•  This drives scheduling, inventory updates, time tracking, and billing.

Summary of Importance

•  Helps streamline operations with standardized product and service definitions.
•  Enhances scheduling accuracy and technician readiness.
•  Provides better control over costs, pricing, and margins.
•  Supports automation, from work order creation to invoicing and reporting.