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Administrators can use tools like Power Automate flows, classic background workflows, JavaScript, or business rules to automate business processes. Some processes work when the Dynamics 365 Field Service mobile app runs offline first, and others require internet connectivity.
Power Automate flows and classic Dataverse workflows
Workflows and flows are commonly used to automate tasks based on triggers and conditions. We recommend you use Power Automate to build flows and replace existing workflows with flows. Flows offer several advantages. Learn more in Comparison of workflows and flow.
Workflows and flows require an internet connection. In offline-first mode with an internet connection, saving a record triggers the workflow or flow. Results download during the next data sync.
Business rules
Business rules and recommendations let you apply logic without writing code or creating plug-ins. Learn more in Create a business rule for a table.
Custom process actions
Actions provide many options to create business logic. Use custom process actions to perform several operations in sequence.
Actions require an internet connection.
JavaScript web resources
You can add JavaScript web resources to mobile forms and include them in offline profiles.
JavaScript web resources run with or without internet connection.
Review the article Mobile offline capabilities and limitations for potential limitations regarding your planned code.
Debugging the mobile app
You can debug custom code using the Windows or Android application:
- Debug JavaScript with the Windows application.
- Debug JavaScript with the Android application.