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. This course may earn a Credly Badge.

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* Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Learning Objectives

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.

1

  • Configure Field Service

  • Introduction to configuring Field Service
    Defining products and services
    Defining tax codes
2

  • Resource Scheduling Configuration

  • Mapping and location information
    Configuring resource components
    Defining account preferences
3

  • Defining and Configuring Bookable Resources

  • Defining bookable resources
    Resource pools, crews and facilities
4

  • Configure Incidents

  • Creating an incident
    Using service tasks
5

  • Inventory and Work Order Management

  • Configure Field Service work orders
    Creating work orders
    Managing work orders
6

  • Field Service Agreements

  • Using Field Service agreements
    Set up bookings
    Set up invoices
7

  • Inventory and Purchasing

  • Manage customer assets
    Manage inventory
    Purchasing and returns
8

  • Field Service Mobile

  • Mobile client overview
    Install and deploy Field Service mobile projects
    Manage mobile projects
    Deploy the mobile client
9

  • Universal Resource Scheduling

  • URS overview and configuration
    Enabling entities for URS
    Customize entities for URS
10

  • Managing Scheduling Options

  • Using the schedule board
    Schedule items
    Rescheduling and substituting resources
    Crew and pool scheduling
11

  • Customizing the Schedule Board

  • Configure the board
    Create additional schedule boards
    Use views to enhance the schedule board
    Configuring schedule board queries and filters
    Working with requirement groups
12

  • Advanced Scheduling Options

  • Working with resource scheduling optimization
    Defining optimization goals
    Defining optimization scopes
    Defining optimization profiles
    Single resource scheduling

Audience

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Language

English

Prerequisites

While there are no prerequisites for this course, please ensure you have the right level of experience to be successful in this training.

$2,780

Length: 4.0 days (32 hours)

Level:

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Course Schedule:

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05
Mar
Tuesday
9:00 AM ET -
5:00 PM ET
Available
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