Instructor-led (classroom)
Intermediate
3 days
English
Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.
There are no prerequisites in this course.
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
A 360-degree learning approach that you can adapt to your learning style
Engage and learn more with these live and highly-interactive classes alongside your peers
24/7 Teaching Assistance Keep engaged with integrated teaching
Projects provide you with sample work to show prospective employers.
Real-world projects relevant to what you’re learning throughout the program
A support team focused on helping you succeed alongside a peer community
After completing this course, students will be able to:
Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Lessons
you will be able to:
Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
Lessons
you will be able to:
Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
Lessons
you will be able to:
Manage facility records
Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Lessons
you will be able to:
Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.
Lessons
you will be able to:
Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.
Lessons
you will be able to:
Inventory and Purchasing
In this module, we will learn about management of customer assets.
Lessons
you will be able to:
: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Lessons
you will be able to:
Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
Lessons
you will be able to:
Managing Scheduling Options
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
Lessons
you will be able to:
Customizing the Schedule Board
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler’s needs.
Lessons
you will be able to:
Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Lessons
you will be able to:
Schedule single resources
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