Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
Lessons
Configure Microsoft Dynamics 365 Field Service
Configure bookable resources
Schedule crews, facilities, and resource pools
After completing this module, students will be able to:
Configure Field Service
Configure bookable resources
Configure and schedule crews, facilities and resource pools
Module 2: Manage work orders
In this module, we will explore work orders, incident types and inspections.
Lessons
Work order management, agreements, inventory and purchasing
Manage incident types
Inspections
After completing this module, students will be able to:
Handle work orders, agreements, inventory and purchasing
Mange incident types
Create and manage inspections
Module 3: Schedule and dispatch work orders
In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
Lessons
Manage scheduling options
Customize the schedule board
Deploy Resource Scheduling Optimization (RSO)
After completing this module, students will be able to:
Schedule and dispatch work orders
Customize the schedule board
Deploy RSO
Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app.
Lessons
Get started with the Field Service mobile app
Customize and configure the mobile app
Integrate Remote Assist
After completing this module, students will be able to:
Customize and configure the Field Service mobile app
Integrate Remote Assist
Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders
Lessons
- Configure Field Service work orders
After completing this module, students will be able to:
Configure work orders
Manage inventory using inventory management and warehouse management
Make inventory adjustments and transfers
Module 6: Implement assets and connected devices
In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
Lessons
Customer assets
Create work orders from IoT data
After completing this module, students will be able to:
Create and associate customer assets
Create work orders from IoT data using Connected Field Service
Module 7: Microsoft Power Platform and Field Service
In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
Lessons
Create custom apps
Gather feedback with Customer Voice
After completing this module, students will be able to:
Create custom apps for Dynamics 365 Field Service
Gather customer feedback using Customer Voice
Other Trainings
Microsoft
105 Training Set
