Dynamics 365 Field Service training

Course Details

Title: T4D141 - Dynamics 365 for Field Service Certification Bootcamp
Duration: 3 days
Price: £1650

Please note: course content subject to change

About this Course:
This course teaches you how to use Field Service to increase customer satisfaction with intelligent scheduling, native mobile support, and remote asset monitoring and predictive services to help you get the job done right the first time.

This Bootcamp contains the following additional benefits to help you gain your certification:
Exam coaching classes, every evening during the Bootcamp.
The on-demand sitting of Exam MB2-877 Microsoft Dynamics 365 Field Service.
Free post course exam coaching sessions via Skype.
A free resit on Bootcamp course during the next 12 months.
An evening exam slot at our Pearson vue Test Centre *Only available at Bath Bootcamps*

Audience Profile
The course is principally aimed at managers, project managers, business analysts, consultants, developers and power end users who want to learn how to maximise their use of Dynamics 365 for Field Service for their own organisation's requirements.

Module 1: Overview of Dynamics 365 Field Services
- Service Agreements
- Schedule and Dispatch
- Inventory Management
- Mobile enhancements
- Connected Pro-Active Service
- 360 degree view of Customer Service

Module 2: Configuration
- Business Units, Organisational units and Territories
- Security roles
- Resource scheduling options
- Product and service categories

Module 3: Setup Products and Services
- Create a product or service
- Set up charges
- Create a work order price list
- Define tax codes

Module 4: Setup Resources
- Set up resource pay types
- Set up characteristics
- Resource locations
- Set up booking statuses
- Set up booking rules
- Set up territories
- Set up postal codes

Module 5: Work order setup
- Incident types
- Set priorities
- Create work order types
- Set up work order sub-statuses
- Set up service task types
- Set up time groups

Module 6: Agreements and billing setup
- Set up customer agreements
- Set up agreement sub-statuses
- Set up payment terms
- Set up tax codes

Module 7: Managing Work Orders
- Work Order Life Cycle
- Work Order Stages
- Create a work order
- Assign priority
- Close a work order
- Use status and sub-status

Module 8: Schedule and Dispatch
- Stages and steps of the scheduling process
- Schedule Board
- Schedule Assistant
- Optimise Scheduling
- Set up Universal Scheduling for an entity

Module 9: Manage Agreements
- Agreement bookings
- Agreement Invoices

Module 10: Purchasing and Inventory Management
- Customer Assets
- Product inventory
- Purchasing process
- Returns authorisation

Module 11: Mobile Field Service
- Installation of the mobile app
- Customising with security roles
- Mobile Projects

Module 12: Connected Field Service Solution
- Overview of service
- Configuration
- Managing devices

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.