Become An Expert In Microsoft Dynamics 365 For Field Service

Install and configure Dynamics 365 field service, plan with essential questions, and manage security roles. Use the schedule board and schedule assistant to auto-allocate resources and automate agreements and invoicing.

Discover how Dynamics 365 field service schedules on-site resources, creates work orders from various sources, dispatches and delivers service, and manages inventory, purchasing, billing, and mobile apps.

Plan a field service implementation by defining service request intake, key work order details, scheduling processes, resource assignment, field agent workflows, on-site updates, verification, billing, inventory adjustments, and ERP integrations.

Install field service solution in the Dynamics 365 admin center by selecting the instance, accepting terms, and clicking install, then refresh to monitor progress and access work orders and scheduling.

Identify the five field service security roles and their administration tasks, then explore field service administration settings—work orders, purchases, agreements, and resource management.

Install the sample data to populate Dynamics 365 field service and project service automation, then configure users, work hours, and settings for realistic demos.

Learn how a work order relates to other entities by configuring types, categorization, priority, territory, incident types, products, services, service tasks, and resource scheduling.

Explore scenario-based setup in Dynamics 365 Field Service, including creating work orders from agreements, cases, or opportunities, and scheduling resources for preventive maintenance with pricing and service tasks.

Learn how to create a work order in Dynamics 365 field service, including manual creation, converting cases and opportunities, and auto-populated incident details, service tasks, and price list.

Learn to view and configure the schedule board in Dynamics 365 for Field Service, manage resource availability and live status, and use drag-and-drop scheduling with filters, views, and map view.

Automatically assign available resources to work orders with the schedule assistant, filtering by radius, start and end date, duration, certifications, skills, and resource type.

Learn how agreements automatically create work orders, bookings, and invoices for recurring maintenance, with start dates, price lists, and automatic scheduling.

Review the module to master planning, security roles, and schedule management; configure the schedule board and schedule assistant, automate work orders, bookings, and invoices through agreements and resource matching.

Explore the field service mobile app, its features and limitations; configure, download, install, and start using it, covering purchase orders, inventory transfers and adjustments, and returns to vendor or warehouse.

Explore field service mobility with field service mobile app to manage work orders, update status, and operate online or offline with synchronization to Dynamics 365 via Resco Mobile CRM platform.

Explore the purchase order process in Dynamics 365 field service, from creating and approving POs to receiving goods, recording receipts, and generating vendor bills to manage inventory and payments.

Learn how to manage inventory in the field service module by performing transfers between warehouses, making inventory adjustments, and tracking product inventory and reorder points.

Master processing returns in Dynamics 365 field service with RMA, including return to warehouse, return to vendor, and ownership changes via receipts and RTVs.

Identify mobile app features and limitations for field service, install and configure the app, and manage purchase orders, vendor communications, material receipts, billing, and inventory transfers, adjustments, and returns.

Explore dynamics 365 field service installation, planning, security roles, scheduling, agreements, mobile app setup, inventory handling, and returns, with exam prep notes and bonus practice tests for mb2-718.