Course duration
- 3 days
Course Benefits
- Identify the key components involved in Field Service Implementations.
- Define the products and services that will be delivered to customers.
- Determine which pricing options to use in specific scenarios.
- Determine which resources are required.
Public expert-led online training from the convenience of your home, office or anywhere with an internet connection. Guaranteed to run .
Private classes are delivered for groups at your offices or a location of your choice.
Webucator is a Microsoft Certified Partner for Learning Solutions (CPLS). This class uses official Microsoft courseware and will be delivered by a Microsoft Certified Trainer (MCT).
Course Outline
- Configure Field Service
- Introduction to configuring Field Service
- Defining products and services
- Defining tax codes
- you will be able to:
- Create and manage products and services
- Configure tax codes for your organization
- Resource Scheduling Configuration efficiently.Lessons
- Mapping and location information
- Configuring resource components
- Defining account preferences
- you will be able to:
- Configure resource scheduling for your organization
- Define account preferences
- Enable location mapping
- Defining and Configuring Bookable Resources
- Defining bookable resources
- Resource pools, crews and facilities
- you will be able to:
- Define bookable resources
- Create pools and crews
- Manage facility records
- Configure Incidents
- Creating an incident
- Using service tasks
- you will be able to:
- Create an incident for common service tasks
- Schedule using incidents
- Inventory and Work Order Management
- Configure Field Service work orders
- Creating work orders
- Managing work orders
- you will be able to:
- Configure work orders
- Schedule resources using work orders
- Field Service Agreements
- Using Field Service agreements
- Set up bookings
- Set up invoices
- you will be able to:
- Use an agreement to schedule work orders
- Generate invoices for customers
- Inventory and Purchasing
- Manage customer assets
- Manage inventory
- Purchasing and returns
- you will be able to:
- Create customer asset records
- Manage inventory, purchasing and returns
- Field Service Mobile
- Mobile client overview
- Install and deploy Field Service mobile projects
- Manage mobile projects
- Deploy the mobile client
- you will be able to:
- Manage mobile projects
- Install and deploy the mobile client
- Describe the value of the mobile app for a mobile workforce
- Universal Resource Scheduling
- URS overview and configuration
- Enabling entities for URS
- Customize entities for URS
- you will be able to:
- Describe Universal Resource Scheduling
- Enable an entity for URS
- Managing Scheduling Options
- Using the schedule board
- Schedule items
- Rescheduling and substituting resources
- Crew and pool scheduling
- you will be able to:
- Configure and use the schedule board to schedule resources
- Reschedule work orders
- Substitute resources
- Customizing the Schedule Board
- Configure the board
- Create additional schedule boards
- Use views to enhance the schedule board
- Configuring schedule board queries and filters
- Working with requirement groups
- you will be able to:
- Customize the schedule board
- Create additional boards
- Add views to a schedule board
- Advanced Scheduling Options
- Working with resource scheduling optimization
- Defining optimization goals
- Defining optimization scopes
- Defining optimization profiles
- Single resource scheduling
- you will be able to:
- Define optimization for an organization
- Schedule single resources
- Connected Field Service
- Get started
- IoT Central with Connected Field Service
- Register and manage devices
Class Materials
Each student will receive a comprehensive set of materials, including course notes and all the class examples.
Experience in the following is required for this Dynamics 365 class:
- Basic understanding of Dynamics 365 features, functionality, and navigation. .
Instructor-led courses are offered via a live Web connection, at client sites throughout Europe, and at our Geneva Training Center.