Introduction to Dynamics 365 Enterprise for Field Service

About this Course

This 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


Learning Objectives

After attending this course, the students will be able to:


  •        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


In addition to their professional experience, students who attend this training should already have:

  • 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