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.
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Job role: Functional Consultant
Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources:
Module 2: Manage work orders
In this module, we will explore work orders, incident types and 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:
Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app:
Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders:
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:
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:
This course is recommended preparation for exam MB-240.
Exam MB-240 leads (together with exam PL-200) to the certification Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate