The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they're onsite with customers fixing issues.
Training Duration: 3 Days
- Certificate Of Completion Available
- Group Private Class
- VILT Class Available
- SBL-Khas Claimable
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.
- 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.
Basic understanding of Dynamics 365 features, functionality, and navigation.
The prerequisites above can be achieved by completing the following courses:
This Dynamics 365 course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resourcesLessons
- 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 ordersLessons
- 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 ordersLessons
- 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 dataLessons
- 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 solutionLessons
- 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
MB-210T01: Microsoft Dynamics 365 Sales
Join our team of globally recognized experts as they take you step by step from lead to opportunity to closed deal. Using the application’s available automation and customization options you will learn how to enable sales staff to be their most productive selves.
MB-220T00: Microsoft Dynamics 365 MarketingThis course will review the marketing application configuration needed to drive business growth. It will also dive into lead management, marketing forms and pages, segmentation, and email marketing messages. All these pieces are tied together through interactive customer journey design, including event and survey configuration.
MB-230T01: Microsoft Dynamics 365 Customer Service
Join our team of globally recognized experts as they take you step by step from creating cases to interacting with customers to resolving those cases. Once you’ve resolved those cases you can learn from data analysis the key details to help you resolve similar cases faster or avoid new issues altogether.
This MB-240T00: Microsoft Dynamics 365 Field Service course prepares learners for the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification.
The MB-240 exam measures your ability to accomplish the following technical tasks: configure field service applications; manage work orders; schedule and dispatch work orders; manage the Dynamics 365 Field Service mobile app; manage inventory and purchasing; and managed Connected Field Service and customer assets; implement Microsoft Power Platform; and manage customer experiences.
Skills measured
- Configure field service applications (20-25%)
- Manage work orders (20-25%)
- Schedule and dispatch work orders (20-25%)
- Manage the Dynamics 365 Field Service mobile app (5-10%)
- Manage inventory and purchasing (1-5%)
- Managed Connected Field Service and customer assets (5–10%)
- Implement Microsoft Power Platform (5–10%)
- Manage customer experiences (5–10%)