Managed Business & IT Training Solutions

MBIT Training Ltd

Agreements, Inventory, and Purchasing in Microsoft Dynamics 365 for Field Service (81217)

This Digital Learning course provides students an overview of the inventory management and purchasing capabilities for Dynamics 365 for Field Service. Students will be shown how to manage inventory including transferring inventory between different warehouses. We will walk through the Purchase Order lifecycle process. Finally, students will see how agreements can be used to schedule preventative maintenance Work Orders.
SKU: 81217
GTIN: 81217
Manufacturer: Microsoft
£40.00 (GBP)

There is a different format for this course with more text and less videos. Please see course 81217BE.

This Digital Learning course provides students an overview of the inventory management and purchasing capabilities for Dynamics 365 for Field Service. Students will be shown how to manage inventory including transferring inventory between different warehouses. We will walk through the Purchase Order lifecycle process. Finally, students will see how agreements can be used to schedule preventative maintenance Work Orders.

This course helps prepare you for exam MB2-877.

This course helps prepare you for assessment Microsoft Dynamics 365 for Field Service.

Learning Objectives

  • Explain the Work Order Life Cycle
  • Review the Records that are Used With Work Orders
  • Explain Customer Assets in Field Service
  • Explain how to Create and Manage Agreements
  • Demonstrate how to Defining Bookings and Invoices
  • Explain how Customer Assets are used in Field Service
  • Explain the Purchasing Process
  • Describe how to Manage Adjustments and Transfers

Prerequisites

  • Some basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Completed the Introduction to CRM course