Explore the fundamentals of Microsoft Dynamics 365 Field Service

After completing this module, you will be able to:

• Explain customer engagement
• Describe Microsoft Dataverse
• List the Dynamics 365 customer engagement apps
• Describe the common components and features of the Dynamics 365 customer engagement apps

After completing this module, you will be able to:

• Explain mobile workforce management strategies
• Explain key Industry and application terminology
• Get started with Dynamics 365 Field Service

After completing this module, you will be able to:

• Explain work order management capabilities of Dynamics 365 Field Service
• Differentiate options for creating work orders in Dynamics 365 Field Service
• Describe how to simplify work order creation in Dynamics 365 Field Service
• Explain inspections in Dynamics 365 Field Service

After completing this module, you will be able to:

• Explain the scheduling capabilities in Dynamics 365 Field Service
• Describe options for scheduling and rescheduling Items
• Describe Resource Scheduling Optimization use cases

After completing this module, you will be able to:

• Describe the inventory management capabilities in Dynamics 365 Field Service
• Explain inventory adjustments and transfers
• Describe purchasing and return capabilities in Dynamics 365 Field Service

• Describe the asset management capabilities in Dynamics 365 Field Service
• Explain how to use customer assets in Dynamics 365 Field Service
• Describe Connected Field Service

• Introduction
• Define customer engagement
• Describe Microsoft Dataverse
• Examine the customer engagement apps
• Work with customers and activities
• Explain how to search and filter data
• Examine the product catalog
• Review integration technologies and use cases
• Examine out-of-the-box reporting capabilities
• Knowledge check
• Summary

• Introduction
• Get introduced to field service
• Describe key field service industry terminology
• Examine a typical field service lifecycle
• Get started with Dynamics 365 Field Service
• Knowledge check
• Module summary

• Introduction
• Get introduced to work orders
• Explore work orders in Dynamics 365 Field Service
• Describe the lifecycle of a work order
• Describe how incident types are used in Dynamics 365 Field Service
• Describe inspections in Dynamics 365 Field Service
• Knowledge check
• Summary

• Introduction
• Describe the scheduling capabilities of Dynamics 365 Field Service
• Schedule qualified resources
• Work with the schedule board
• Review resource scheduling optimization use cases
• Knowledge check
• Summary

• Introduction
• Explore inventory management
• Explore warehouses and product inventory
• Describe inventory adjustments and transfers
• Explore purchase orders and returns
• Knowledge check
• Summary

• Introduction
• Describe the asset management capabilities of Dynamics 365 Field Service
• Identify use cases for customer assets
• Explore customer assets with Connected Field Service
• Knowledge check
• Summary