Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.
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This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Basic understanding of Dynamics 365 features, functionality, and navigation.
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In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
In this module, we will learn how to create and use work orders to schedule resources.
In this module, we will learn about management of customer assets.
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Yes, this course helps prepare you for the “Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate” certification.
MB-200 and MB-240 (8557). It is required you pass both exams to achieve certification.
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