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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. Skills Gained After...

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$2,295 USD GSA  $1,693.94
Course Code MB-240T00
Duration 3 days
Available Formats Classroom
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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.

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.

Who Can Benefit

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

Course Details

Outline


Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
Lesson

  • 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.
Lesson
  • 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
Lesson
  • 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.
Lesson
  • 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
Lesson
  • 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
Lesson
  • 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
Lesson
  • 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
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