Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
Lessons
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Configure Microsoft Dynamics 365 Field Service
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Configure bookable resources
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Schedule crews, facilities, and resource pools
After completing this module, students will be able to:
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Configure Field Service
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Configure bookable resources
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Configure and schedule crews, facilities and resource pools
Module 2: Manage work orders
In this module, we will explore work orders, incident types and inspections.
Lessons
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Work order management, agreements, inventory and purchasing
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Manage incident types
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Inspections
After completing this module, students will be able to:
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Handle work orders, agreements, inventory and purchasing
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Mange incident types
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Create and manage inspections
Module 3: Schedule and dispatch work orders
In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
Lessons
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Manage scheduling options
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Customize the schedule board
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Deploy Resource Scheduling Optimization (RSO)
After completing this module, students will be able to:
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Schedule and dispatch work orders
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Customize the schedule board
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Deploy RSO
Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app.
Lessons
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Get started with the Field Service mobile app
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Customize and configure the mobile app
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Integrate Remote Assist
After completing this module, students will be able to:
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Customize and configure the Field Service mobile app
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Integrate Remote Assist
Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders
Lessons
- Configure Field Service work orders
After completing this module, students will be able to:
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Configure work orders
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Manage inventory using inventory management and warehouse management
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Make inventory adjustments and transfers
Module 6: Implement assets and connected devices
In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
Lessons
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Customer assets
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Create work orders from IoT data
After completing this module, students will be able to:
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Create and associate customer assets
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Create work orders from IoT data using Connected Field Service
Module 7: Microsoft Power Platform and Field Service
In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
Lessons
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Create custom apps
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Gather feedback with Customer Voice
After completing this module, students will be able to:
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Create custom apps for Dynamics 365 Field Service
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Gather customer feedback using Customer Voice