81065AE Microsoft Dynamics 365 for Field Service

81065AE

This Digital Learning course provides students with the tools to setup, configure and use Dynamics 365 for Field Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create supporting items, such as Products and Price Lists, Territories, and . In addition, topics such as Work Orders, Scheduling, Mobility, and Inventory and Purchasing are also reviewed.

This course helps prepare you for exam MB2-718.

WHAT ARE THE GOALS FOR THIS COURSE?

  • Define Field Service
  • Describe End to End Field Service
  • Plan for Field Service
  • Identify Field Service Security s
  • Configure initial settings
  • Use Products and Price Lists in Field Service
  • Set up and Define Field Service
  • Describe Work Order Life Cycle
  • Use Incident Types with Work Orders
  • Differentiate Customer Assets
  • Use Scheduling Options in Field Service
  • Use the Schedule Board
  • Use Schedule Assistant
  • Describe Resource Scheduling Optimization
  • Define Agreements in Field Service
  • Create and Manage Agreements
  • Describe Bookings
  • Process Invoices
  • Describe Mobility Options available with Dynamics 365
  • Use Field Service Mobile App
  • Perform Actions using the Mobile App
  • Describe how Customer Assets are used
  • Demonstrate Purchasing in Field Service
  • Manage Adjustments and Transfers
  • Handle Returns
  • Show More


Duration:

4 hrs 4 mins

Level:

200

ROLES

Application Consultant

Developer

Solution Architect

Technology Consultant

TRACKS

How to Configure

How to Customize

CAPABILITIES

Customer Service

General

Technology Platform

INDUSTRIES

Customer Service

General


WHAT ARE THE PREREQUISITES TO CONSUME THIS COURSE?

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015

It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM Customer Service and Sales training courses

Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality