CRM Field Service

Duration: 3 Days

Summary

CRM for Dynamics 365 has continued to significantly enhance the Service functionality and specifically Field Service Management. In this three-day course, we will do a deep dive into CRM for Dynamics 365 Field Service. Through discussion, demo, and hands-on labs in a CRM for Dynamics 365 environment you will learn how to setup, plan, configure, and deploy the functionality in your organization, including the robust scheduling engine and mobile capabilities for field technicians.

Learn more about how this tool can help your organization.

Participants

This course is intended for CRM for Dynamics 365 Administrators, CRM for Dynamics 365 Power Users, and Subject Matter Experts (SMEs) looking to advance their knowledge or learn about FS functionality and capabilities in CRM for Dynamics 365. See the detailed agenda for specific skills needed for this course.

Topics Covered
  • Understand configuration and set up
  • Understand the concepts for the FS module including: resource set up, schedule board, service and incident type
  • Understand the administration and customization of the schedule board
  • Understand the mobile user interface

Recommended Prerequisites

Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful
  • Dynamics 365 University CRM Boot Camp is recommended

Related Certifications

The value of a Dynamics 365 University training is in the knowledge acquired, but there’s a professional and career value as well. Demonstrate expertise with achievements through PowerObjects. Learn More