Microsoft Dynamics 365
For Field Service
Overview
Course Objective
Configure Field Service: Set up products, services, and tax codes.
Resource Scheduling: Efficiently configure scheduling and location mapping.
Bookable Resources: Create and manage resource pools, crews, and facilities.
Incidents & Work Orders: Create incidents, configure, and manage work orders.
Field Service Agreements: Use agreements for scheduling and invoicing.
Inventory Management: Manage assets, inventory, and purchasing.
Field Service Mobile: Deploy and manage the mobile application for field service.
Universal Resource Scheduling (URS): Configure and customize URS for resource management.
Advanced Scheduling: Optimize and customize scheduling with the schedule board.
Who Should Attend
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Prerequisites
Training Calendar
Intake
Duration
Program Fees
Module
Module 1 - Configure Field Service
Lessons
• 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
Module 2 - Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and
learn how to configure the system to schedule resources 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
Module 3 - Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable
resources, including resource pools and crews.
Lessons
• Defining bookable resources
• Resource pools, crews and facilities
You will be able to:
• Define bookable resources
• Create pools and crews
• Manage facility records
Module 4 - Configure Incidents
In this module, we will learn how incidents can improve the scheduling
efficiency and consistency of your organization.
Lessons
• Creating an incident
• Using service tasks
You will be able to:
• Create an incident for common service tasks
• Schedule using incidents
Module 5 - Inventory and Work Order Management
In this module, we will learn how to create and use work orders to
schedule resources.
Lessons
• Configure Field Service work orders
• Creating work orders
• Managing work orders
You will be able to:
• Configure work orders
• Schedule resources using work orders
Module 6 - Field Service Agreements
In this module, we will introduce agreements, and learn how to
configure them for your organization.
Lessons
• 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
Module 7 - Inventory and Purchasing
In this module, we will learn about management of customer assets.
Lessons
• Manage customer assets
• Manage inventory
• Purchasing and returns
You will be able to:
• Create customer asset records
• Manage inventory, purchasing and returns
Module 8 - Field Service Mobile
In this module, we will learn how to use and configure the Field Service
Mobile application for a mobile workforce.
Lessons
• 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
Module 9 - Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource
Scheduling, and describe how it can be leveraged for an organization.
Lessons
• 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
Module 10 - Managing Scheduling Options
In this module, we will learn how to use the schedule board to
reschedule, substitute resources, and schedule pools and crews.
Lessons
• 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
Module 11 - Advanced Scheduling Options
In this module, we will learn how to configure the schedule board to
best meet the organization or scheduler’s needs.
Lessons
• 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
Module 11 - Customizing the Schedule Board
In this module, we will dive deeper into the options for customizing the
scheduling of work orders based on unique business requirements.
Lessons
• 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
FAQs
General Questions:
Q: What is the Microsoft Dynamics 365 for Field Service course about?
A: This 3-day course provides training on configuring and using Microsoft Dynamics 365 for Field Service, focusing on resource scheduling, work order management, inventory control, mobile solutions, and optimizing field service operations.
Q: Who should attend this course?
A: This course is ideal for IT professionals, Functional Consultants, and anyone involved in delivering Field Service solutions for large-scale organizations using Microsoft Dynamics 365.
Q: What are the prerequisites for this course?
A: Participants should have a basic understanding of Microsoft Dynamics 365, experience with IT systems and resource scheduling, and an interest in field service operations.
Q: How long is the course?
A: The course duration is 3 days.
Q: What key topics are covered in this course?
Key topics include:
Configuring Field Service and work orders
Resource scheduling and optimization
Managing inventory, assets, and mobile solutions
Field Service agreements and purchasing
Customizing and using the schedule board
Universal Resource Scheduling (URS)
Q: Will I receive a certification after completing the course?
A: While the course provides essential skills for using Microsoft Dynamics 365 for Field Service, it does not include a certification exam. A certificate of completion may be provided by the training provider.
Program Content & Skills:
Q: What skills will I gain from the Microsoft Dynamics 365 for Field Service course?
A: You will gain hands-on skills in configuring and managing Microsoft Dynamics 365 for Field Service, including resource scheduling, work order management, inventory control, setting up field service agreements, and utilizing mobile solutions for a mobile workforce.
Q: Will I learn how to optimize field service operations in this course?
A: Yes, the course covers optimization techniques such as automating resource scheduling, managing work orders and inventory, optimizing scheduling with Universal Resource Scheduling (URS), and improving mobile workforce management.
Q: Can I learn how to manage field service work orders in this course?
A: Yes, the course provides comprehensive training on managing work orders, including how to create, schedule, and track work orders, as well as handling service tasks and incidents.
Q: Is installation and configuration of the Field Service app covered in the course?
A: Yes, the course includes detailed coverage of configuring Microsoft Dynamics 365 for Field Service, including setting up work orders, service agreements, inventory management, and resource scheduling.
Q: Will I be able to apply Dynamics 365 for Field Service skills in real-world scenarios after the course?
A: Yes, the course is designed to provide practical, real-world skills for managing and optimizing field service operations using Microsoft Dynamics 365. After completing the course, you’ll be proficient in scheduling resources, managing work orders, field service agreements, and mobile applications in professional field service environments.
Submit your interest today !
