Dynamics 365 (CRM) Field Service 81557
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