Course Description
Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.
Course Outline
1 - Configure Microsoft Dynamics 365 Field Service
- Key Field Service configuration considerations
- Define Field Service products and services
- Work with work order types, territories, and status settings
- Resolutions
- Define incident and service task types
- Define account preferences
- Check your knowledge
2 - Configure bookable resources in Dynamics 365 Field Service
- Overview of bookable resources
- Setup and configuration
- Define bookable resources
- Work with crews, facilities, and pools
- Configure entities for URS
- Check your knowledge
3 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
- Schedule multiple resources and facilities
- Define resources
- Work with fulfillment preferences
- Work with requirement groups
- Crew facility resource pool scheduling
- Check your knowledge
4 - Work order management in Dynamics 365 Field Service
- Overview of the Field Service work order lifecycle
- Create and define work orders
- Work with work order-related records
- Work with incidents
- Scheduling considerations
- Work with inventory and warehouses
- Customer assets
- Check your knowledge
5 - Incident types in Dynamics 365 Field Service
- Define incident types
- Create incident types
- Use incident types
- Check your knowledge
6 - Inspections in Dynamics 365 Field Service
- Create inspections
- Associate inspections
- Perform inspections
- Check your knowledge
7 - Manage scheduling options in Dynamics 365 for Field Service
- Overview of scheduling capabilities
- Overview of the schedule board
- Schedule and reschedule
- Reschedule and move items
- Check your knowledge
8 - Customize the schedule board in Dynamics 365 Field Service
- Work with multiple schedule boards
- Schedule Board options
- Design and use views with the Schedule Board
- Configure schedule board filter queries
- Check your knowledge
9 - Deploying Resource Scheduling Optimization
- Resource Scheduling Optimization overview
- Setup and deployment options
- RSO configuration options
- Define optimization goals
- Define optimization scopes
- Define optimization schedules
- Check your knowledge
10 - Get started with the Dynamics 365 Field Service Mobile application
- Deploy the mobile application
- Work with the mobile application
- Service customer assets
- Work offline and update offline data
- More mobile application capabilities
- Check your knowledge
11 - Customize and configure the Dynamics 365 Field Service Mobile application
- Edit the mobile application
- Offline configuration
- Barcode scanning and global search
- Audit locations
- Configure push notifications
- Check your knowledge
12 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Application setup and user configuration
- Make Remote Assist calls for Field Service work orders
- Make Remote Assist calls
- Use Field Service bookings on a HoloLens device
- Check your knowledge
13 - Customer assets in Dynamics 365 Field Service
- Create customer assets
- Associate customer assets
- Set up customer asset hierarchies
- Use functional locations
- Check your knowledge
14 - Set up Field Service to create work orders from IoT data
- Installation and setup
- Configure Connected Field Service
- Device data
- Visualize device readings
- IoT alerts
- Mobile app
- Check your knowledge
15 - Create custom apps for Dynamics 365 Field Service
- Create apps from Power Apps
- Deploy the customer experiences portal
- Customize Dynamics 365 Field Service
- Universal Resource Scheduling
- Set up and customize schedule boards
- Check your knowledge
16 - Gather customer feedback with Dynamics 365 Customer Voice
- Create a project by using the support template
- Customize email templates with survey variables
- Configure Power Automate to send surveys after a case is resolved
- Create surveys for omnichannel surveys and satisfaction metrics
- Set up post chat surveys
- Check your knowledge
There are no prerequisites for this course.
Course Information
Length: 4 day
Format: Lecture and Lab
Delivery Method: n/a
Max. Capacity: 16
Schedule
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