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Microsoft Dynamics 365 Field Service

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force. Audience Profile This course...

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$2,380 USD GSA  $1,734.26
Course Code MB-240T00
Duration 4 days
Available Formats Classroom

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Audience Profile

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

Skills Gained

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.

Course Details

Outline

  • Work order management in Dynamics 365 Field Service
    • Overview of the Field Service work order lifecycle
    • Create and define work orders
    • Work with work order-related records
    • Create work orders with Field Service in Outlook
    • Collaborate on work orders with Microsoft Teams
    • Work with incidents
    • Scheduling considerations
    • Work with inventory and warehouses
    • Customer assets
    • Check your knowledge
  • Define agreements in Dynamics 365 Field Service
    • Create agreements
    • Booking setups
    • Define a recurrence pattern
    • Define invoices
    • Activate the agreement
    • Check your knowledge
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
    • Price lists
    • Create an entitlement
    • Create a work order and add work order products and services
    • Entitlement conflicts
    • Service-level agreements for work orders
    • Create service-level agreements
    • Check your knowledge
  • Incident types in Dynamics 365 Field Service
    • Define incident types
    • Create incident types
    • Use incident types
    • Check your knowledge
  • Inspections in Dynamics 365 Field Service
    • Create inspections
    • Associate inspections
    • Perform inspections
    • Check your knowledge
  • Customer assets in Dynamics 365 Field Service
    • Create customer assets
    • Associate customer assets
    • Set up customer asset hierarchies
    • Use functional locations
    • Check your knowledge
  • Configure bookable resources in Dynamics 365 Field Service
    • Overview of bookable resources
    • Setup and configuration
    • Define bookable resources
    • Work with crews, facilities, and pools
    • Configure entities for URS
    • Check your knowledge
  • Manage scheduling options in Dynamics 365 for Field Service
    • Overview of scheduling capabilities
    • Overview of the schedule board
    • Schedule and reschedule
    • Reschedule and move items
    • Check your knowledge
  • Customize the schedule board in Dynamics 365 Field Service
    • Work with multiple schedule boards
    • Schedule Board options
    • Design and use views with the Schedule Board
    • Configure schedule board filter queries
    • Check your knowledge
  • Deploying Resource Scheduling Optimization
    • Resource Scheduling Optimization overview
    • Setup and deployment options
    • RSO configuration options
    • Define optimization goals
    • Define optimization scopes
    • Define optimization schedules
    • Check your knowledge
  • Use Resource Scheduling Optimization for Dynamics 365 Field Service
    • Resource Scheduling Optimization scenarios
    • Use RSO from the schedule board
    • Work with locked bookings and resolve conflicts
    • Single resource scheduling
    • Troubleshooting tips
    • Check your knowledge
  • Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
    • Schedule multiple resources and facilities
    • Define resources
    • Work with fulfillment preferences
    • Work with requirement groups
    • Crew facility resource pool scheduling
    • Check your knowledge
  • Configure Microsoft Dynamics 365 Field Service
    • Key Field Service configuration considerations
    • Define Field Service products and services
    • Work with work order types, territories, and status settings
    • Resolutions
    • Define incident and service task types
    • Define account preferences
    • Configure Field Service settings
    • Check your knowledge
  • Work order management in Dynamics 365 Field Service
    • Overview of the Field Service work order lifecycle
    • Create and define work orders
    • Work with work order-related records
    • Create work orders with Field Service in Outlook
    • Collaborate on work orders with Microsoft Teams
    • Work with incidents
    • Scheduling considerations
    • Work with inventory and warehouses
    • Customer assets
    • Check your knowledge
  • Define agreements in Dynamics 365 Field Service
    • Create agreements
    • Booking setups
    • Define a recurrence pattern
    • Define invoices
    • Activate the agreement
    • Check your knowledge
  • Use service-level agreements and entitlements in Dynamics 365 Field Service
    • Price lists
    • Create an entitlement
    • Create a work order and add work order products and services
    • Entitlement conflicts
    • Service-level agreements for work orders
    • Create service-level agreements
    • Check your knowledge
  • Create custom apps for Dynamics 365 Field Service
    • Create apps from Power Apps
    • Deploy the customer experiences portal
    • Customize Dynamics 365 Field Service
    • Universal Resource Scheduling
    • Set up and customize schedule boards
    • Check your knowledge
  • Get started with the Dynamics 365 Field Service Mobile application
    • Deploy the mobile application
    • Work with the mobile application
    • Service customer assets
    • Work offline and update offline data
    • More mobile application capabilities
    • Check your knowledge
  • Customize and configure the Dynamics 365 Field Service Mobile application
    • Edit the mobile application
    • Offline configuration
    • Barcode scanning and global search
    • Audit locations
    • Configure push notifications
    • Check your knowledge
  • Get started with making Remote Assist calls
    • Remote Assist users and roles
    • Compare different device options
    • Make Remote Assist calls
    • Get answers to questions
    • Check your knowledge
  • Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
    • Application setup and user configuration
    • Make Remote Assist calls for Field Service work orders
    • Make Remote Assist calls
    • Use Field Service bookings on a HoloLens device
    • Check your knowledge
  • Explore Dynamics 365 Field Service
    • Describe use cases for Dynamics 365 Field Service
    • Explore a Dynamics 365 Field Service business scenario
    • Describe the work order lifecycle
    • Describe incident types and service tasks
    • Describe Copilot in Field Service
    • Describe inspections in Dynamics 365 Field Service
    • Describe the Dynamics 365 Field Service mobile app
    • Describe the Dynamics 365 Field Service app for Outlook for work order creation and scheduling
    • Knowledge check
    • Summary and resources
  • Describe Dynamics 365 Field Service scheduling capabilities and related apps
    • Describe resource and scheduling processes
    • Explore a Dynamics 365 Field Service-related apps business scenario
    • Describe asset management and customer assets
    • Describe Connected Field Service for Dynamics 365
    • Knowledge check
    • Summary and resources