Overview
About On-Demand Learning
TechSherpas 365’s On-Demand courses provide you with access to Microsoft official courseware materials and hands-on labs, empowering you to learn at your own pace. On-Demand allows you to design your training around your schedule, budget, and individual learning needs.
On-Demand Learning is a perfect solution for students who are unable to attend traditional instructor-led training due to schedule constraints. You receive the same materials and labs as an instructor-led course, with the added convenience of flexible scheduling and a lower price tag.
This On-Demand Course Includes:
- Microsoft Official Courseware License with Lifetime Access (and automatic version updates)
- Access to Hands-on Labs for 180 days
- Access to 3 hours of Instructor Time (upon request):
- One-on-one live instructor time geared towards your specific needs
- Scheduled in 1-hour increments
About This Course
Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.
Audience Profile
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Job role: Functional Consultant
Preparation for exam: MB-240
Features: none
Skills gained
- 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.
Description
Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
Lessons
- Configure Microsoft Dynamics 365 Field Service
- Configure bookable resources
- Schedule crews, facilities, and resource pools
After completing this module, students will be able to:
- Configure Field Service
- Configure bookable resources
- Configure and schedule crews, facilities and resource pools
Module 2: Manage work orders
In this module, we will explore work orders, incident types and inspections.
Lessons
- Work order management, agreements, inventory and purchasing
- Manage incident types
- Inspections
After completing this module, students will be able to:
- Handle work orders, agreements, inventory and purchasing
- Mange incident types
- Create and manage inspections
Module 3: Schedule and dispatch work orders
In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
Lessons
- Manage scheduling options
- Customize the schedule board
- Deploy Resource Scheduling Optimization (RSO)
After completing this module, students will be able to:
- Schedule and dispatch work orders
- Customize the schedule board
- Deploy RSO
Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app.
Lessons
- Get started with the Field Service mobile app
- Customize and configure the mobile app
- Integrate Remote Assist
After completing this module, students will be able to:
- Customize and configure the Field Service mobile app
- Integrate Remote Assist
Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders
Lessons
- Configure Field Service work orders
After completing this module, students will be able to:
- Configure work orders
- Manage inventory using inventory management and warehouse management
- Make inventory adjustments and transfers
Module 6: Implement assets and connected devices
In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
Lessons
- Customer assets
- Create work orders from IoT data
After completing this module, students will be able to:
- Create and associate customer assets
- Create work orders from IoT data using Connected Field Service
In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
Lessons
- Create custom apps
- Gather feedback with Customer Voice
After completing this module, students will be able to:
- Create custom apps for Dynamics 365 Field Service
- Gather customer feedback using Customer Voice
