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Implement Microsoft Dynamics 365 Field Service

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Inventory Management Courses Service Management Courses Location Tracking Courses

Course Description

Overview

  • Module 1: One of the main advantages to Dynamics 365 Field Service is the ability to configure it based on your organization needs. This might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, sub-statuses, service territories, and account configuration that will support the desired Functionality.

    • In this module, you will:

    • Identify key service configuration considerations
    • Users and security roles
    • Define work order types, statuses and sub statuses
    • Define incident and service task types
    • Define Field Service products, services, and pricing options
    • Define service territories
    • Configure Field Service account preferences
  • Module 2: Manage work orders, agreements, and inventory in Field Service.

    • In this module, you will:

    • Identify the work order lifecycle
    • Identify the different options available for creating work orders
    • Use related records such as service accounts, incidents, products and services, and other items with work orders
    • Create and manage agreements
    • Define and manage inventory and warehouses
  • Module 3: Learn how to use Microsoft Power Platform to create custom apps for Microsoft Dynamics 365 Field Service. Prepare for MB-240.

    • In this module, you will:

    • Learn how to use Microsoft Power Platform to customize Dynamics 365 Field Service.
    • Learn how to create Microsoft Power Apps applications for Dynamics 365 Field Service.
    • Learn how to deploy the customer experiences homepages portal for Field Service.
    • Discover how to customize Field Service.
    • Learn how to set up and customize schedule boards.
    • Learn how to enable a custom table for scheduling.
  • Module 4: Microsoft Dynamics 365 Field Service Mobile app provides workers with tools to serve customers in the field. It provides work orders, lists of customer assets, accounts, contacts, and a daily schedule view.

    • In this module, you will:

    • Learn how to deploy and use the mobile application.
    • Learn about Service assets.
    • Use online and offline data.
  • Module 5: Learn how to customize and configure the Microsoft Dynamics 365 Field Service Mobile application forms, views, and site map.

    • In this module, you will:

    • Customize and edit the mobile application.
    • Configure offline data and barcodes.
    • Enable location tracking and push notifications.

Syllabus

  • Module 1: Configure Microsoft Dynamics 365 Field Service
    • Key Field Service configuration considerations
    • Define Field Service products and services
    • Work with work order types, territories, and status settings
    • Define incident and service task types
    • Define account preferences
    • Exercise - Configure Field Service settings
    • Check your knowledge
    • Summary
  • Module 2: Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service
    • Overview of the Field Service work order lifecycle
    • Create and define work orders
    • Work with work order-related records
    • Exercise - Create work orders
    • Work with agreements
    • Work with inventory and warehouses
    • Check your knowledge
    • Summary
  • Module 3: Create custom apps for Dynamics 365 Field Service
    • Introduction
    • Create apps from Power Apps
    • Deploy the customer experiences portal
    • Customize Dynamics 365 Field Service
    • Universal Resource Scheduling
    • Set up and customize schedule boards
    • Check your knowledge
    • Summary
  • Module 4: Get started with the Dynamics 365 Field Service Mobile application
    • Introduction
    • Deploy the mobile application
    • Work with the mobile application
    • Service customer assets
    • Work offline and update offline data
    • More mobile application capabilities
    • Check your knowledge
    • Summary
  • Module 5: Customize and configure the Dynamics 365 Field Service Mobile application
    • Introduction
    • Edit the mobile application
    • Offline configuration
    • Barcode scanning and global search
    • Audit locations
    • Configure push notifications
    • Check your knowledge
    • Summary

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