Course Overview
1 - Work order management in Dynamics 365 Field Service
- Overview of the Field Service work order lifecycle
- Create and define work orders
- Work with work order-related records
- Create work orders with Field Service in Outlook
- Work with incidents
- Scheduling considerations
- Work with inventory and warehouses
- Customer assets
2 - Define agreements in Dynamics 365 Field Service
- Create agreements
- Booking setups
- Define a recurrence pattern
- Define invoices
- Activate the agreement
3 - Use service-level agreements and entitlements in Dynamics 365 Field Service
- Price lists
- Create an entitlement
- Create a work order and add work order products and services
- Entitlement conflicts
- Service-level agreements for work orders
- Create service-level agreements
4 - Incident types in Dynamics 365 Field Service
- Define incident types
- Create incident types
- Use incident types
5 - Inspections in Dynamics 365 Field Service
- Create inspections
- Associate inspections
- Perform inspections
6 - Customer assets in Dynamics 365 Field Service
- Create customer assets
- Associate customer assets
- Set up customer asset hierarchies
- Use functional locations
7 - Configure bookable resources in Dynamics 365 Field Service
- Overview of bookable resources
- Setup and configuration
- Define bookable resources
- Work with crews, facilities, and pools
- Configure entities for URS
8 - Manage scheduling options in Dynamics 365 for Field Service
- Overview of scheduling capabilities
- Overview of the schedule board
- Schedule and reschedule
- Reschedule and move items
9 - Customize the schedule board in Dynamics 365 Field Service
- Work with multiple schedule boards
- Schedule Board options
- Design and use views with the Schedule Board
- Configure schedule board filter queries
10 - Deploying Resource Scheduling Optimization
- Resource Scheduling Optimization overview
- Setup and deployment options
- RSO configuration options
- Define optimization goals
- Define optimization scopes
- Define optimization schedules
11 - Use Resource Scheduling Optimization for Dynamics 365 Field Service
- Resource Scheduling Optimization scenarios
- Use RSO from the schedule board
- Work with locked bookings and resolve conflicts
- Single resource scheduling
- Troubleshooting tips
12 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
- Schedule multiple resources and facilities
- Define resources
- Work with fulfillment preferences
- Work with requirement groups
- Crew facility resource pool scheduling
13 - Configure Microsoft Dynamics 365 Field Service
- Key Field Service configuration considerations
- Define Field Service products and services
- Work with work order types, territories, and status settings
- Resolutions
- Define incident and service task types
- Define account preferences
- Configure Field Service settings
14 - Work order management in Dynamics 365 Field Service
- Overview of the Field Service work order lifecycle
- Create and define work orders
- Work with work order-related records
- Create work orders with Field Service in Outlook
- Work with incidents
- Scheduling considerations
- Work with inventory and warehouses
- Customer assets
15 - Define agreements in Dynamics 365 Field Service
- Create agreements
- Booking setups
- Define a recurrence pattern
- Define invoices
- Activate the agreement
16 - Use service-level agreements and entitlements in Dynamics 365 Field Service
- Price lists
- Create an entitlement
- Create a work order and add work order products and services
- Entitlement conflicts
- Service-level agreements for work orders
- Create service-level agreements
17 - Create custom apps for Dynamics 365 Field Service
- Create apps from Power Apps
- Deploy the customer experiences portal
- Customize Dynamics 365 Field Service
- Universal Resource Scheduling
- Set up and customize schedule boards
18 - Get started with the Dynamics 365 Field Service Mobile application
- Deploy the mobile application
- Work with the mobile application
- Service customer assets
- Work offline and update offline data
- More mobile application capabilities
19 - Customize and configure the Dynamics 365 Field Service Mobile application
- Edit the mobile application
- Offline configuration
- Barcode scanning and global search
- Audit locations
- Configure push notifications
20 - Get started with making Remote Assist calls
- Remote Assist users and roles
- Compare different device options
- Make Remote Assist calls
- Get answers to questions
21 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
- Application setup and user configuration
- Make Remote Assist calls for Field Service work orders
- Make Remote Assist calls
- Use Field Service bookings on a HoloLens device
22 - Explore Dynamics 365 Field Service
- Describe use cases for Dynamics 365 Field Service
- Explore a Dynamics 365 Field Service business scenario
- Describe the work order lifecycle
- Describe incident types and service tasks
- Describe Copilot in Field Service
- Describe inspections in Dynamics 365 Field Service
- Describe the Dynamics 365 Field Service mobile app
- Describe the Dynamics 365 Field Service app for Outlook for work order creation and scheduling
23 - Describe Dynamics 365 Field Service scheduling capabilities and related apps
- Describe resource and scheduling processes
- Explore a Dynamics 365 Field Service-related apps business scenario
- Describe asset management and customer assets
- Describe Connected Field Service for Dynamics 365
