Microsoft Dynamics 365 Field Service

Course outline

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes

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
• Playbooks
• Integrated sales tools
• Module summary
• 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: Customizing the Schedule Board

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 12: Advanced Scheduling Options

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