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.
Level
Designed for participants with basic knowledge and experience
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Course content
Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Lessons
Introduction to configuring Field Service
Defining products and services
Defining tax codes
Module 2: 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
Mapping and location information
Configuring resource components
Defining account preferences
Module 3: Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
Lessons
Defining bookable resources
Resource pools, crews and facilities
Module 4: Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Lessons
Creating an incident
Using service tasks
Module 5: Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.
Lessons
Configure Field Service work orders
Creating work orders
Managing work orders
Module 6: Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.
Lessons
Using Field Service agreements
Set up bookings
Set up invoices
Module 7: Inventory and Purchasing
In this module, we will learn about management of customer assets.
Lessons
Manage customer assets
Manage inventory
Purchasing and returns
Module 8: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Lessons
Mobile client overview
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client
Module 9: 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
URS overview and configuration
Enabling entities for URS
Customize entities for URS
Module 10: 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
Using the schedule board
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling
Module 11: 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
Configure the board
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups
Module 12: 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
Working with resource scheduling optimization
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling
Materials
Materials are in electronic form.
Objectives
After completing this course, you will be able to:
Identify the key components involved in Field Service Implementations.
Define the products and services that will be delivered to customers.
Determine which pricing options to use in specific scenarios.
Determine which resources are required.
Do you want thistailor-made course for your company?
Microsoft Power BI is a powerful platform for data analysis and visualization. You can easily connect all the company's data sources to it, no matter where they are or in any format. In a user-friendly environment, it creates interactive visualizations that bring data to life and facilitate the recognition of trends and insights.
We took a closer look at Microsoft Azure certifications, also known as AZ. Microsoft's certification map is extensive and at first glance it may not be easy to understand it. That's why we're here to help you with that.
It's important for administrators to understand the interconnectedness and the strength of the entire platform. A conversation with lecturer Matyáš Koc, a certified Microsoft solutions trainer.
Microsoft Power BI is a powerful platform for data analysis and visualization. You can easily connect all the company's data sources to it, no matter where they are or in any format. In a user-friendly environment, it creates interactive visualizations that bring data to life and facilitate the recognition of trends and insights.
We took a closer look at Microsoft Azure certifications, also known as AZ. Microsoft's certification map is extensive and at first glance it may not be easy to understand it. That's why we're here to help you with that.
It's important for administrators to understand the interconnectedness and the strength of the entire platform. A conversation with lecturer Matyáš Koc, a certified Microsoft solutions trainer.
Courses with lecturer
