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    Overview

    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

    Course outline

    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

    Module 7: Microsoft Power Platform and 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