Dynamics 365 comes with Partner Field Service portal which helps Partners manage work order, service request, assets, invoices, opportunities etc. from within the portal.
Go to Administrator Center, select Portal and click on Manage.
Select Manage Dynamics 365 Instance
Click on Update Dynamics 365 Instance
Select Partner as Audience and Partner Field Service as the portal to be deployed
Once installed this is how Partner Portal looks like
Below are the different menu options that comes OOB.
Partner Program
Opportunities
Customers
Field Service
Below are the Entity Forms associated to the Partner Portal Web site created in CRM.
Below are the Entity Lists associated to the Partner Portal Web site created in CRM.
Around 121 Entity Permission records are added by the Partner Portal
Web Roles specific to Partner Portal.
Below are some of the permission for the Partner Admin web role.
Once the portal is setup next step would be to Become a Partner. Click on Begin Here.
Update the profile and click on submit.
Within CRM, the admin user needs to run the Approve Partner Application workflow on the corresponding portal contact user record.
After workflow succeeds we can assign appropriate web roles to the portal contact user.
The portal user can create customer contacts record
The portal user can raise Service Requests from within the portal.
Can manage Work Orders.
Can manage Opportunities.
The portal has the Dashboard that shows the details around the opportunity and the cases.
Hope it helps..
Nishant Rana's Weblog 
and this is available for on-prem too, for people who don’t WANT to give MS control of their data and the connection to CRM, right?
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Not sure Daniel. I think it might not be available for on prem.
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Useful article, Thanks!! I have setup field service partner portal and in that, I dont see ‘Field Service’ tab in the top header. Any idea?
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Hello, I am having the same issue, did you manage to fix it?
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Hello Kan, did you resolve your issue? I noticed that none of the default Partner portal accounts get set up with the appropriate field Service web role. if you are using those or setting up your own , make sure the contact has the FS web roles assigned.
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Hi,
We are unable to fetch contact and account record in Portal Customer Contact and Customer Account Page.
Please help me out here.
Thank in Advance !
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is there any way to configure field service portal for customer
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This article is old.
Is there any latest article that shows the same partner portal setup with Dynamics 365 these days?
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