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Description
This Digital Learning course provides students with the tools to setup configure and use Dynamics 365 for Field Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create supporting items, such as Products and Price Lists, Territories, and Resources. In addition, topics such as Work Orders, Scheduling, Mobility, and Inventory and Purchasing are also reviewed.
This course helps prepare you for exam MB2-718.
What are the goals for this course?
- Define Field Service
- Describe End to End Field Service
- Plan for Field Service
- Identify Field Service Security Profiles
- Configure initial settings
- Use Products and Price Lists in Field Service
- Set up and Define Field Service Resources
- Describe Work Order Life Cycle
- Use Incident Types with Work Orders
- Differentiate Customer Assets
- Use Scheduling Options in Field Service
- Use the Schedule Board
- Use Schedule Assistant
- Describe Resource Scheduling Optimization
- Define Agreements in Field Service
- Create and Manage Agreements
- Describe Bookings
- Process Invoices
- Describe Mobility Options available with Dynamics 365
- Use Field Service Mobile App
- Perform Actions using the Mobile App
- Describe how Customer Assets are used
- Demonstrate Purchasing in Field Service
- Manage Adjustments and Transfers
- Handle Returns
- A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
- It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM Customer Service and Sales training courses
- Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Программа курса
Module 01: Introduction and Overview
- Field Service at a Glance
- Field Service Process Flow
- Field Service Demonstration
- Planning for Field Service
Module 02: Setup and Configuration
- Security Roles and Administration Settings
- Products and Services
- Bookable Resources
Module 03: Work Order Management
- Work Orders
- Work Order Life Cycle
- Work Order Relationships
- Accounts
- Incident Types
- Service Tasks Types
Module 04: Scheduling and Dispatching
- Schedule Board
- Manually Scheduling
- Resource Bookings
- Configuration Options
- Scheduling Assistant
Module 05: Agreements
- Overview of Agreements
- Creating and Managing Agreements
- Agreements Bookings and Invoices
- Creating Invoices
Module 06: Mobility
- Things to Consider
- Field Service Mobile
- Initial Configuration
- Managing Work Orders
Module 07: Inventory and Purchasing
- Customer Assets
- Purchasing
- Working with Inventory
- Processing Returns
- Things to Consider
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
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