Temario

Module 1:  Configure Field Service

• Introduction to field service
• Defining products and services
• Defining tax codes

Module 2: Resource scheduling configuration

• Mapping and location information
• Configuring resource components
• Defining account preferences

Module 3: Defining and configuring bookable resources

• Defining bookable resources
• Resource pools, crews and facilities

Module 4: Working with and configuring incidents

• Creating incidents
• Using service tasks
• Defining products, services and skills

Module 5: Field Service Work Orders

• Configure field service work orders
• Creating work orders
• Managing work orders

Module 6: Field Service Agreements

• Using field service agreements
• Set up bookings
• Set up invoices

Module 7: Inventory and Purchasing

• Manage customer assets
• Manage inventory
• Purchasing and returns

Module 8: Field Service Mobile

• Field Service Mobile Application overview
• Install and deploy Field Service Mobile Projects
• Manage Mobile Projects
• Deploy the Mobile client

Module 9: Universal Resource Scheduling

• URS overview and configuration
• Enabling entities for URS
• Entity customization and automation considerations

Module 10: Managing scheduling options

• Using the Schedule Board
• Scheduling items
• Rescheduling and substituting resources
• Crew and resource pool scheduling

Module 11: Customizing the Schedule Board

• Configure the schedule board
• Create additional schedule boards
• Leverage Dynamics 365 views with the schedule board
• Configure schedule board queries and filters
• Working with requirement groups

Module 12: Resource Scheduling Optimization

• Resource Scheduling Optimization overview
• Defining optimization goals
• Defining optimization scopes
• Defining optimization profiles