Microsoft Dynamics 365 for Field Service Online Training

Teacher

Firoz Muhammed

Dynamics 365 Field Service Certifications

Exam MB2-877: Microsoft Dynamics 365 for Field Service

Exam MB-240: Microsoft Dynamics 365 Field Service

As part of this online training course, you will learn how to implement and manage Microsoft Dynamics 365 for Field Service.

In this course, you will also learn the following:

Case integration with Customer Assets and Agreements
The complaint, Cause & Solution codes
Improved Case to Work Order integration
Customer Asset auto-numbering based on Asset Type & Asset Group
Customer Asset Warranty
Customer Asset Structure Designer
Customer Asset Templates & Designer
Customer Asset Properties
Customer Asset Address
Warranty Work Order integration
Customer Asset Address Work Order integration
Agreement Customer Asset Relation
Agreement Coverage
Coverage Work Order integration

Microsoft Dynamics 365 Field Service Training Course Benefits

Upon completion of this online course, you will accomplish the following: –

Enhance business operations using field service.
Improved visibility in Case Management of customer’s Installed Base and Agreements
Ability to set up the general Warranty Terms of your company, which can be applied to Customer Assets automatically
Automatic detection of Warranty in Work Orders
Ability to create Customer Asset structures via drag & drop in designer
Ability to define a Customer Asset specific address
Improved integration between Customer Assets and Agreements
Ability to set up the general Coverage Terms of your company, which can be applied to Agreements automatically
Automatic detection of Agreement Coverage in Work Orders
Improved efficiency on Work Order completion and posting

Course Features

Lectures 24
Quizzes 0
Duration 16 hours
Skill level All levels
Language English
Students 263
Assessments Self

Set up and configure Field Service 5
- Lecture1.1
  
  Perform initial configuration steps
- Lecture1.2
  
  Configure product and service pricing
- Lecture1.3
  
  Configure bookable resources
- Lecture1.4
  
  Configure additional options
- Lecture1.5
  
  Integrate other tools with Field Service
Manage work orders 3
- Lecture2.1
  
  Describe the work order life cycle
- Lecture2.2
  
  Create and manage work orders
- Lecture2.3
  
  Manage incidents
Schedule and dispatch work orders 5
- Lecture3.1
  
  Manage scheduling options
- Lecture3.2
  
  Implement the Schedule Board
- Lecture3.3
  
  Implement the Schedule Assistant.
- Lecture3.4
  
  Optimize resource scheduling
- Lecture3.5
  
  Configure universal scheduling
Manage Field Service mobility 3
- Lecture4.1
  
  Install and configure the mobile app
- Lecture4.2
  
  Customize the mobile app
- Lecture4.3
  
  Manage mobile projects
Manage inventory and purchasing 3
- Lecture5.1
  
  Manage customer assets
- Lecture5.2
  
  Manage inventory
- Lecture5.3
  
  Managing purchasing and product returns
Manage the Connected Field Service solution 2
- Lecture6.1
  
  Configure the Connected Field Service solution
- Lecture6.2
  
  Manage devices
Manage Agreements 3
- Lecture7.1
  
  Create and manage agreements
- Lecture7.2
  
  Define and create bookings
- Lecture7.3
  
  Define and create invoices

Firoz Muhammed

Firoz Muhammed who has 10 years of experience in the IT industry. A Certified Microsoft Dynamics 365 Customer Engagement Consultant and Corporate Trainer. He has been teaching and consultant for more than 9 years. He carries experience in areas of business development, consulting, application development and corporate training. He has worked for corporates-like MphasiS, Capgemini, Wipro and Accenture and presently working for Magnifez Technologies, an IT firm specified in Microsoft Dynamics technologies. He can be connected on [email protected] For training inquiries please mail to [email protected] or call +91 8008 048 446