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Microsoft

Explore the fundamentals of Microsoft Dynamics 365 Field Service

Microsoft via Microsoft Learn

Overview

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  • This module introduces Dynamics 365 Field Service. It starts with an overview of the typical field service lifecycle, and then discusses how to manage work orders and inspections in Dynamics 365 Field Service. Learners are introduced to the Dynamics 365 Field Service mobile app, which allows technicians to work effectively and efficiently in the field.

    After completing this module, you'll be able to:

    • Describe a typical field service lifecycle.

    • Examine the lifecycle of a work order.

    • Explain inspections.

    • Describe the Field Service mobile app.

  • This module introduces learners to the scheduling capabilities of Dynamics 365 Field Service. It also discusses asset management and Connected Field Service.

    After completion of this module, you'll be able to:

    • Describe the scheduling capabilities available in Dynamics 365 Field Service.

    • Schedule qualified resources.

    • Describe the available asset management capabilities.

    • Explain the relationship between Customer Assets and Connected Field Service.

    • Describe the Scheduling Operations Agent.

Syllabus

  • Explore Dynamics 365 Field Service
    • Introduction
    • Describe use cases for Dynamics 365 Field Service
    • Describe the work order lifecycle
    • Describe incident types and service tasks
    • Describe Copilot in Dynamics 365 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
    • Module assessment
    • Summary and resources
  • Describe Dynamics 365 Field Service scheduling capabilities and related apps
    • Introduction
    • Describe resource and scheduling processes
    • Describe asset management and customer assets
    • Describe Connected Field Service for Dynamics 365
    • Module assessment
    • Summary and resources

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