Become An Expert In Microsoft Dynamics 365 For Field Service

Name: Become An Expert In Microsoft Dynamics 365 For Field Service
Rating: 3.8 (162 reviews)

Learn about Installing & Configuring Field Service in Microsoft Dynamics 365 And Become An Expert!

Created byOnline CRM Training (3E Consulting Private Limited), Learn MS Dynamics (www.learnmsdynamics.com)

Last updated 8/2019

English

What you'll learn

Learn every topic in detail for Microsoft Dynamics 365 For Customer Service (Install and configure Dynamics 365 Field Service - Part 5 of MB2-718)
Prepare for MB2-718 certification (Part 5/5) by watching videos and practising on Dynamics 365.
Able to learn from certification exam preparation notes for high chances of passing the MB2-718 certification
Be confident to configure Dynamics 365 for Customer Service (Take 2 Bonus Practice Tests - Only if you have taken all 5 parts of the MB2-718 course)

Course content

4 sections • 23 lectures • 2h 30m total length

Important - Must Read0:18
Welcome & What To Expect?3:41
Learn to install and configure Dynamics 365 field service, schedule resources with the schedule board and schedule assistant, manage work orders and agreements, and handle inventory and returns for MB2-718.
IMPORTANT: Dynamics 365 New Interface (Must Watch)4:38

Module Overview0:57
What Is Field Service?3:58
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 Implementation8:33
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.
Field Service Solution Installation5:35
Identify Security Roles and Administration Tasks17:04
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 Sample Data15:19
Identify Work Order Relationships2:48
Scenario & Basic Setup16:14
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.
Create Work Order10:19
View and Configure the Schedule Board13:00
Implement The Schedule Assistant5:23
Agreement Options12:39
Module Review1:36

Module Overview0:57
Field Service Mobility4:29
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.
Manage the Purchase Order Process7:56
Manage Inventory5:19
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.
Process Returns6:06
Module Review1:00
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.

Requirements

You should have basic knowledge of Microsoft Office applications like Outlook, Excel.
You should be comfortable in using Computer/Laptop and surf internet
Basic understanding of Microsoft Dynamics 365

Description

Do you want to become an expert in Microsoft Dynamics 365 For Field Service?

If yes, then this course is for you.

WHY TAKE THIS COURSE?

Did you know, Microsoft Dynamics 365 is a cloud based Enterprise Business Solution that help companies in Sales Force Automation, Improve Customer Experience, Field Service management, Project Service Automation, Manage Financials and Operations for any business?

Dynamics 365 is one of the primary focus of Microsoft and a lot of innovation is happening towards the improvement of this product and the companies who use Dynamics 365.

If you are a Consultant or an aspiring Consultant, then this course will help you understand Field Service of Dynamics 365.

So, go ahead, enroll in this course to become an expert.

Wish you all the very best.

Who this course is for:

Microsoft Dynamics professionals looking to learn Microsoft Dynamics 365 Customer Service and prepare for MB2-718 Certification Exam
Professionals who want to boost their career growth by passing MB2-718 (Microsoft Dynamics 365 For Customer Service) Certification (Any Technology or Business Field)
Microsoft Partners who want their employees to learn about Microsoft Dynamics 365 Customer Service and prepare for MB2-718 Certification

Become An Expert In Microsoft Dynamics 365 For Field Service

What you'll learn

Explore related topics

Course content

Part 5/5 - MB2-718 Certification Program3 lectures • 9min

Install and Configure Dynamics 365 Field Service13 lectures • 1hr 53min

Manage the Field Service Mobile App and other Field Service Features6 lectures • 26min

Next Steps1 lecture • 2min

Requirements

Description

Who this course is for: