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Microsoft

Explore the fundamentals of Microsoft Dynamics 365 Field Service

Microsoft via Microsoft Learn

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Overview

  • Module 1: Get introduced to the customer engagement apps

    • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Explore Dynamics 365 Field Service

    • After completing this module, you will be able to:

    • Explain mobile workforce management strategies
    • Explain key Industry and application terminology
    • Get started with Dynamics 365 Field Service
  • Module 3: Generate work orders in Dynamics 365 Field Service

    • After completing this module, you will be able to:

    • Explain work order management capabilities of Dynamics 365 Field Service
    • Differentiate options for creating work orders in Dynamics 365 Field Service
    • Describe how to simplify work order creation in Dynamics 365 Field Service
    • Explain inspections in Dynamics 365 Field Service
  • Module 4: Describe the scheduling capabilities of Dynamics 365 Field Service

    • After completing this module, you will be able to:

    • Explain the scheduling capabilities in Dynamics 365 Field Service
    • Describe options for scheduling and rescheduling Items
    • Describe Resource Scheduling Optimization use cases
  • Module 5: Examine the inventory management capabilities of Dynamics 365 Field Service

    • After completing this module, you will be able to:

    • Describe the inventory management capabilities in Dynamics 365 Field Service
    • Explain inventory adjustments and transfers
    • Describe purchasing and return capabilities in Dynamics 365 Field Service
  • Module 6: Review the asset management capabilities of Dynamics 365 Field Service
    • Describe the asset management capabilities in Dynamics 365 Field Service
    • Explain how to use customer assets in Dynamics 365 Field Service
    • Describe Connected Field Service

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Explore Dynamics 365 Field Service
    • Introduction
    • Get introduced to field service
    • Describe key field service industry terminology
    • Examine a typical field service lifecycle
    • Get started with Dynamics 365 Field Service
    • Knowledge check
    • Module summary
  • Module 3: Generate work orders in Dynamics 365 Field Service
    • Introduction
    • Get introduced to work orders
    • Explore work orders in Dynamics 365 Field Service
    • Describe the lifecycle of a work order
    • Describe how incident types are used in Dynamics 365 Field Service
    • Describe inspections in Dynamics 365 Field Service
    • Knowledge check
    • Summary
  • Module 4: Describe the scheduling capabilities of Dynamics 365 Field Service
    • Introduction
    • Describe the scheduling capabilities of Dynamics 365 Field Service
    • Schedule qualified resources
    • Work with the schedule board
    • Review resource scheduling optimization use cases
    • Knowledge check
    • Summary
  • Module 5: Examine the inventory management capabilities of Dynamics 365 Field Service
    • Introduction
    • Explore inventory management
    • Explore warehouses and product inventory
    • Describe inventory adjustments and transfers
    • Explore purchase orders and returns
    • Knowledge check
    • Summary
  • Module 6: Review the asset management capabilities of Dynamics 365 Field Service
    • Introduction
    • Describe the asset management capabilities of Dynamics 365 Field Service
    • Identify use cases for customer assets
    • Explore customer assets with Connected Field Service
    • Knowledge check
    • Summary

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