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.
A basic understanding of Dynamics 365 features, functionality, and navigation
4 Days/Lecture & Lab
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
- Configure Field Service
- Resource scheduling configuration
- Defining and configuring bookable resources
- Configuring incidents
- Field Service Work Orders
- Field Service Agreements
- Inventory and Purchasing
- Field Service Mobile
- Universal Resource Scheduling
- Managing scheduling options
- Customizing the Schedule Board
- Advanced Scheduling Options