Managed Business & IT Training Solutions

MBIT Training Ltd

Microsoft Dynamics 365 for Field Service (81065)

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 Resources. In addition, topics such as Work Orders, Scheduling, Mobility, and Inventory and Purchasing are also reviewed.
SKU: 81065
GTIN: 81065
Manufacturer: Microsoft
£500.00 (GBP)

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 Resources. 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.

Learning Objectives

  • Define Field Service
  • Describe End to End Field Service
  • Plan for Field Service
  • Identify Field Service Security Profiles
  • Configure initial settings
  • Use Products and Price Lists in Field Service
  • Set up and Define Field Service Resources
  • 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

Prerequisites

  • 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