Description

• 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. Introduction to configuring Field Service Defining products and services Defining tax codes
• 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. Mapping and location information Configuring resource components Defining account preferences
• 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. Defining bookable resources Resource pools, crews and facilities
• Module 4: 
• Configure Incidents In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization. Creating an incident Using service tasks
• Module 5: 
• Inventory and Work Order Management In this module, we will learn how to create and use work orders to schedule resources. Configure Field Service work orders Creating work orders Managing work orders
• Module 6: 
• Field Service Agreements In this module, we will introduce agreements, and learn how to configure them for your organization. Using Field Service agreements Set up bookings Set up invoices
• Module 7: 
• Inventory and Purchasing In this module, we will learn about management of customer assets. Manage customer assets 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. Mobile client overview Install and deploy Field Service mobile projects Manage mobile projects Deploy the mobile client
• 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. URS overview and configuration Enabling entities for URS Customize entities 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. Using the schedule board Schedule items Rescheduling and substituting resources Crew and pool scheduling
• 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. Configure the board Create additional schedule boards Use views to enhance the schedule board Configuring schedule board queries and filters Working with requirement groups
• 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. Working with resource scheduling optimization Defining optimization goals Defining optimization scopes Defining optimization profiles Single resource scheduling

Audience

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.