1 - Configure Field Service
Introduction to field serviceDefining products and servicesDefining tax codes
2 - Resource scheduling configuration
Mapping and location informationConfiguring resource componentsDefining account preferences
3 - Defining and configuring bookable resources
Defining bookable resourcesResource pools, crews and facilities
4 - Configure Incidents
Creating an incidentUsing service tasks
5 - Inventory and Work Order Management
Configure Field Service work ordersCreating work ordersManaging work orders
6 - Field Service Agreements
Using field service agreementsSet up bookingsSet up invoices
7 - Inventory and Purchasing
Manage customer assetsManage inventoryPurchasing and returns
8 - Field Service Mobile
Field Service Mobile Application overviewInstall and deploy Field Service Mobile ProjectsManage Mobile ProjectsDeploy the Mobile client
9 - Universal Resource Scheduling
URS overview and configurationEnabling entities for URSEntity customization and automation considerations
10 - Managing scheduling options
Using the Schedule BoardScheduling itemsRescheduling and substituting resourcesCrew and resource pool scheduling
11 - Customizing the Schedule Board
Configure the schedule boardCreate additional schedule boardsLeverage Dynamics 365 views with the schedule boardConfigure schedule board queries and filtersWorking with requirement groups
12 - Advanced Scheduling Options
Working with resource scheduling optimizationDefining optimization goalsDefining optimization scopesDefining optimization profilesSingle resource scheduling
Actual course outline may vary depending on offering center. Contact your sales representative for more information.
Who is it For?
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Basic understanding of Dynamics 365 features, functionality, and navigation.