Manage work orders in Dynamics 365 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

In this module, you will:

• Learn about the purpose of incident types in Dynamics 365 Field Service.
• Learn how to create incident types.
• Create service tasks and use them in an incident type.
• Add products and services to an incident type.
• Define the duration of an incident type.
• Use incident types on work orders.

In this module, you will:

• Learn about the purpose of inspections in Dynamics 365 Field Service.
• Learn how to create inspections.
• Associate inspections with work orders and customer assets.
• Perform inspections by using the Field Service mobile app.

In this module, you will:

• Discover the purpose of customer assets in Field Service.
• Learn how to create customer assets.
• Learn how to associate customer assets with work orders.
• Learn how to configure customer asset hierarchies.
• Learn how to use functional locations.

• 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

• Introduction
• Define incident types
• Create incident types
• Use incident types
• Check your knowledge
• Summary

• Introduction
• Create inspections
• Associate inspections
• Perform inspections
• Check your knowledge
• Summary

• Introduction
• Create customer assets
• Associate customer assets
• Set up customer asset hierarchies
• Use functional locations
• Check your knowledge
• Summary