Managed Business & IT Training Solutions

MBIT Training Ltd

Setup and Configuration in Microsoft Dynamics 365 for Field Service (81219)

This Digital Learning 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.
SKU: 81219
GTIN: 81219
Manufacturer: Microsoft
£100.00 (GBP)

This Digital Learning 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.

Learning Objectives

  • 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

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