This course provides a basic overview of how to setup and configure Dynamics 365 for Field Service. Topics will include how to configure Products and Price Lists, setup and define Resources, as well as working with skills, and Territories. We will examine how to create Work Orders and provide tips and tricks to create them more efficiently. Additional considerations such as text messaging, and overview of Connected Field Service, and triggering communication will also be provided.
This course helps prepare you for exam MB2-877.
This course helps prepare you for assessment Microsoft Dynamics 365 for Field Service.
What are the goals for this course?
Describe factors for Planning Field Service Implementations
Explain Field Service Security Profiles
Detail Initial Configuration Settings
Explore how to use Products and Price Lists in Field Service
Demonstrate Setting up Field Service Resources
What are the prerequisites to consume this course?
Some basic experience using Windows applications
Knowledge of basic sales, marketing, and customer service roles in a business
Completed the Introduction to CRM course
Module 01: Setup and Configuration
- Planning for Field Service
- Field Service Security Roles
- Resource Scheduling
- Geo Location
- Field Service Administration
- Products and Services
- Prices Lists
- Tax Codes
- Bookable Resources
- Additional Configuration Considerations
- Organizational Units
- Characteristics and Skills
- Resource Roles and Categories
Module 02: Additional Considerations
- Universal Scheduling
- Connected Field Service
- Communication Considerations
- Glympse Integration
- Dynamics 365
- Dynamics 365