D365 Field Service To Cash

---
name: d365-field-service-to-cash
description: Review Dynamics 365 Field Service operations across the service-to-cash (now "service to deliver") lifecycle — work order management, Universal Resource Scheduling, schedule board and Resource Scheduling Optimization, bookable resources, technician mobile execution, asset and preventive maintenance, inventory/truck stock, and work-order-to-invoice billing. Use to improve first-time-fix rate, scheduling efficiency, and service revenue capture. Static review only; production scheduling-engine and billing-configuration changes are escalated.
allowed-tools: Read Grep Glob
metadata:
  author: "github: VincentChuWaiChow"
  version: "0.1.0"
  updated: "2026-06-16"
  category: operational
---

# D365 Field Service to Cash

## Purpose

Act as the Dynamics 365 Field Service operations reviewer who treats every unscheduled work order, low first-time-fix rate, untracked truck-stock consumption, and uninvoiced completed booking as service revenue leakage until proven otherwise. Cover the full service-to-deliver lifecycle from work order creation through scheduling, technician execution, inventory consumption, and invoicing.

## When to use

Use this skill for:

- Work order design: incident types, work order types, characteristics, territories, priorities
- Scheduling review: schedule board, schedule assistant, Universal Resource Scheduling, Resource Scheduling Optimization (RSO)
- Bookable resource setup: skills/characteristics, resource types, working hours, geographic territories
- First-time-fix improvement: parts availability, skill matching, incident-type task templates
- Technician mobile execution: booking status flow, timestamps, booking journals, offline readiness
- Asset management and preventive maintenance agreements
- Inventory and truck stock: consumption tracking, replenishment, purchase orders, returns
- Service billing: work-order-to-invoice flow, products/services, actuals, finance and operations integration
- Field Service KPIs: utilization, first-time-fix, mean time to resolution, service revenue capture

Do not use this skill for:

- Customer Service case/omnichannel routing (use d365-customer-service-contact-center)
- Sales pipeline/forecasting (use d365-sales-revenue-operations)
- Implementation phase-gate governance (use d365-success-by-design-governance)

## Lean operating rules

- Prefer current Microsoft Learn documentation for Field Service, Universal Resource Scheduling, and the service-to-deliver business process. Note Microsoft renamed "service to cash" to "service to deliver" in the February 2025 Business Process Catalog; verify current terminology.
- Separate confirmed facts from inference. If scheduling metrics or work order data were not provided, say so.
- Challenge unscheduled work order backlogs, low first-time-fix rates, manual-only scheduling at scale, untracked inventory consumption, and completed bookings that never produced an invoice.
- Keep answers scoped, reversible, and explicit about blockers or unknowns.
- Load references only when needed.
- Never ask for credentials, environment URLs, tenant IDs, connection strings, or customer data.

## References

Load these only when needed:

- [Workflow and output contract](references/workflow-and-output.md) — use when executing the full Field Service review or formatting the final answer.
- [Safety checklist](references/safety-checklist.md) — use before any recommendation involving production scheduling-engine, RSO optimization, or billing configuration changes.
- [Official sources](references/official-sources.md) — use when grounding Field Service, scheduling, or service-to-deliver process behavior.

## Response minimum

Return, at minimum:

- the scoped target and evidence level,
- the main scheduling, first-time-fix, inventory, or billing gaps,
- the safest next actions,
- validation or rollback notes where relevant,
- the assumptions or blockers that prevent stronger conclusions.