Dynamics 365 Field Service

Duration: 2 days

4 x 4 hour sessions or 2 x 8.5 hour days

Summary

Microsoft Dynamics 365 Field Service empowers employees to deliver best in class onsite service to customer locations. This instructor-led course provides Dynamics 365 administrators and customizers with the knowledge and skills to setup and configure Field Service to take full advantage of the workflow automation, scheduling and mobility capabilities. Learn to configure and manage resources, scheduling, work orders and the mobile app through lecture, hands-on-labs, and real world scenarios.

Participants

This course is designed to support individuals who will be setting up, administrating, and maintaining Dynamics 365 Field Service for their organizations. This class is recommended for power users, administrators, and subject matter experts migrating from other Field Service solutions or as a first exposure to working with Field Service to fully grasp the functionality. Key stakeholders of processes may also attend in order to understand the capabilities of the application. The course is not recommended for application end-users, who will benefit more from training around the customized processes specific to their job role.

Topics Covered
  • Field Service Overview
  • Planning for Field Service
  • Field Service Configuration
  • Bookable Resources
  • Work Order Processing
  • Incidents and Service Tasks
  • Inspections and Agreements
  • Customer Assets & Inventory
  • Schedule Board and Bookings

Required Prerequisites

Participants are highly advised to be comfortable and confident with the following skills and concepts for a successful learning experience:

  • Boot Camp 100 – Introduction to Model-driven Apps or equivalent experience/skills

Recommended Prerequisites

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

  • Dynamics 365 Customer Service
  • Omnichannel for Customer Service
  • Boot Camp 200 – Dataverse Administration and Security
  • Boot Camp 300 – Dataverse System Customizer

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