Dynamics 365 for Field Service Online Training

Course Objective – Dynamics 365 for Field Service

Microsoft Dynamics 365 is the hottest technology in the market today and if you want to transition your career in Microsoft Dynamics, then there is no better time then today to learn and grow. Microsoft Dynamics 365 can be utilized for Sales Force Automation, Marketing Campaigns, complete Customer Service Management, Project Service Automation, Field Service, Financials, and Operations as out of the box functionalities.

Job Opportunities

Looking at the Dynamics 365 market forecast, it looks promising and the upward trend will keep progressing with time. Hence, the job trend or Market is not a short lived phenomenon as Dynamics 365 is here to stay. It has the potential to improve job prospects whether you are a fresher or an experienced professional. The average salary for Dynamics 365 professionals in the non-managerial role is 8.5 lakhs INR, whilst managers can earn an average of whopping 16 lakhs.

Course Duration

Total duration: 30 hours

Detailed course content

Module 1: Introduction

  • Overview
  • Work order management
  • Schedule board and dispatch
  • Resource management
  • Service locations and customer assets
  • Preventative maintenance
  • Inventory management
  • Customer billing
  • Mobile app
  • Two flavors of Dynamics 365 for Field Service

Module 2: What’s new in Dynamics 365 for Field Service and Dynamics 365 for Project Service Automation

  • New Field Resource hub app for field techs
  • Substitute Resource
  • Project Service Automation
  • Project Resource hub
  • Connected Field Service
  • Resource Scheduling Optimization
  • Universal Resource Scheduling Enhancements
  • Share the schedule board
  • Just me
  • Specific people
  • Everyone
  • Dim unavailable resources
  • Project Service Automation

Module 3: Install

  • Install Field Service (online)
  • Add user
  • Customize Field Service forms and reports

Module 4: Experiment with demo data

  • Experiment with demo data

Module 5: View user accounts and security roles

  • Field Service Administrator
  • Field Service Dispatcher
  • Field Service Resource
  • Field Service Inventory Purchase
  • To view or enter information for an existing user account

Module 6: Configure default settings

  • To set default settings Work Order / Booking
  • Schedule board setting
  • RMA
  • RTV
  • Agreement
  • Purchase
  • Inventory
  • Others
  • GPS Data

Module 7: Turn on auto geocoding

  • Turn on automatic geocoding
  • Geocode the address on a work order
  • Geocode the address on an account record

Module 8: Connected Field Service (IoT)

  • Prerequisites
  • Install Connected Field Service
  • Register devices that you want to monitor in Dynamics 365
  • Categorize devices
  • View device readings
  • Remotely send commands to a registered device
  • Create business process flows to automatically handle
  • incoming IoT alerts
  • View the IoT dashboard
  • Privacy notice

Module 9: Universal Resource Scheduling

  • Prerequisites
  • Enable scheduling for an entity
  • Edit or turn off scheduling for an entity

Module 10: Resource Scheduling Optimization

  • Prerequisites
  • Deploy (admin task)
  • Enable Resource Scheduling Optimization
  • Set latitude and longitude values
  • Assign security roles
  • Set up the system to automatically schedule multiple activities
  • Monitor Scheduling Optimization Request
  • Enable schedule optimization for an existing work order
  • Privacy notice

Module 11: Mobile app installation

  • Schedule something
  • Download and install the Resco Mobile Dynamics 365 Woodford mobile solution
  • Import the field service mobile project template into the Woodford solution

Module 12: Resource setup

  • Bookable resources
  • Bookable resource categories
  • Resource pay types
  • Characteristics

Module 13: Booking setup

  • Booking statuses
  • Booking rules
  • Territories
  • Postal codes

Module 14: Work order setup

  • Incident types
  • Priorities
  • Work order types
  • Work order sub-statuses
  • Service task types
  • Time groups

Module 15: Inventory set up

  • Create a product or service
  • Price list
  • Purchase order sub-statuses
  • Warehouse
  • Ship via
  • RMA sub-status
  • RTV sub-statuses

Module 16: Agreements and billing setup

  • Customer agreements
  • Agreement sub-statuses
  • Payment terms
  • Tax codes

Module 17: User Guide

  • Field Resource Hub User Guide

Trainer Profile

The trainer for this course has 9+ years experience in the IT industry. He is specialized in training business automation. Also, he has an excellent project management experience (PMP Certified) and he is a Microsoft Certified Trainer (MCT).
For training inquiries please mail to [email protected] or call +91  8008 048 446.

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