81065 - Microsoft Dynamics 365 for Field Service (1 day)

Code: 81065
Course duration: 1 days
Price: $895

81065 - Dynamics 365 (CRM) Field Service for exam MB2-718 (1 day)

Course Description

This one-day training course provides you with the skills to manage the Field Service modules in Microsoft Dynamics 365. This course also covers CRM 2016 and earlier versions of Dynamics CRM.

You will learn the Field Service module of Dynamics 365.

This class uses the case study method of providing customer service.

This course is mapped to the exam MB2-718 Microsoft Dynamics 365 for Customer Service, which includes Field Service and Unified Service Desk.

Who Should Attend

This course is intended for Field Service Managers and Professional consultants, system integrators, or support professionals who need to work with Dynamics 365 or (CRM 2016) Field Service.

Course Outline:

Module 01: Introduction and Overview

Lessons

  • The case for field Service
  • Resource Management
  • Service Appointment Scheduling

Module 02: Setup and Configuration

Lessons

  • Security Roles
  • Administration Settings
  • Products and Services

Module 03: Work Order Management

Lessons

  • Creating Work Orders
  • Work Order Life Cycle
  • Incidents
  • Service Tasks

Module 04: Scheduling and Dispatching

Lessons

  • Manually Scheduling
  • The Schedule Assistant
  • Automatic Scheduling

Module 05: Agreements

Lessons

  • Creating Agreements
  • Agreements, Booking and Invoices
  • Scheduled Maintenance

Module 06: Mobility

Lessons

  • Field Service Mobile
  • Setting up Field Mobile
  • Managing Work orders

Module 07: Inventory and Purchasing

Lessons

  • Managing Customers Assets
  • Purchasing
  • Working with Inventory

Dynamics 365 for Customer Service Exam Review

This class uses the case study method of providing customer service.

This course covers the material in:

  • 81065: Microsoft Dynamics 365 for Field Service

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2018-02-12 09:00 to 2018-02-16 17:00
Attend Online
2018-02-12 09:00 to 2018-02-16 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-02-09
09:00 to 17:00
Newark, New Jersey (Virtual Instructor-Led)
2018-01-29 09:00 to 2018-02-02 17:00
Attend Online
2018-01-25 09:00 to 2018-01-26 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)

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