Microsoft Dynamics 365 >Dynamics 365 Field ServiceRegister

Microsoft Dynamics 365 Field Service

 

Course Outline

 

Module 1: Set up and Configure Field Service

 

Lessons

·        Perform Initial Configuration Steps

·        Configure Product and Service Pricing

·        Configure Bookable Resources

·        Configure Additional Options

·        Integrate Other Tools With Field Service

 

Module 2: Manage Work Orders

 

Lessons

·        Describe The Work Order Lifecycle

·        Create and Manage Work Orders

·        Manage Incidents

 

Module 3: Schedule and Dispatch Work Orders

 

Lessons

·        Manage Scheduling Options

·        Implement The Schedule Board

·        Implement The Schedule Assistant

·        Optimize Resource Scheduling

·        Configure Universal Scheduling

 

Module 4: Manage Field Service Mobility

 

Lessons

·        Install and Configure The Mobile App

·        Customize The Mobile App

·        Manage Mobile Projects

 

Module 5: Manage Inventory and Purchasing

 

Lessons

·        Manage Customer Assets

·        Manage Inventory

·        Managing Purchasing and Product Returns

 

Module 6: Manage The Connected Field Service Solution

 

Lesson

·        Configure The Connected Field Service Solution

·        Manage Devices

 

Module 7: Manage Agreements

 

Lesson

·        Create and Manage Agreements

·        Define and Create Bookings

·        Define and Create Invoices

ERP CRM Business Intelligence Business Analytics