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- One of the main advantages to Dynamics 365 Field Service is the ability to configure it based on your organization needs. Configuration options might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, substatuses, service territories, and account configuration that will support the desired Functionality.
In this module, you will:
- Identify key service configuration considerations.
- Users and security roles.
- Define work order types, statuses and sub statuses.
- Define incident and service task types.
- Define Field Service products, services, and pricing options.
- Define service territories.
- Configure Field Service account preferences.
- Manage work orders in Field Service.
In this module, you'll:
- Identify the work order lifecycle
- Identify the different options available for creating work orders
- Use related records such as service accounts, incidents, products and services, and other items with work orders
- Apply entitlements
- Create and manage agreements
- Create and manage service level agreements (SLAs) for work orders
- Create work orders with Field service in Outlook
- Define and manage inventory and warehouses
- Learn how to define agreements in Dynamics 365 Field Service.
In this module, you'll:
- Learn about creating agreements and booking setups.
- Define a recurrence pattern and invoices.
- Activate agreements.
- Learn about service-level agreements and entitlements in Dynamics 365 Field Service.
In this module, you'll:
- Learn about price lists.
- Create entitlements and work orders.
- Learn about service-level agreements.
- Learn how to use Microsoft Power Platform to create custom apps for Microsoft Dynamics 365 Field Service. Prepare for MB-240.
In this module, you'll:
- Learn how to use Microsoft Power Platform to customize Dynamics 365 Field Service.
- Learn how to create Microsoft Power Apps applications for Dynamics 365 Field Service.
- Learn how to deploy the customer experiences homepages portal for Field Service.
- Discover how to customize Field Service.
- Learn how to set up and customize schedule boards.
- Learn how to enable a custom table for scheduling.
- Microsoft Dynamics 365 Field Service Mobile app provides workers with tools to serve customers in the field. It provides work orders, lists of customer assets, accounts, contacts, and a daily schedule view.
In this module, you will:
- Learn how to deploy and use the mobile application.
- Learn about Service assets.
- Use online and offline data.
- Learn how to customize and configure the Microsoft Dynamics 365 Field Service Mobile application forms, views, and site map.
In this module, you'll:
- Customize and edit the mobile application.
- Configure offline data and barcodes.
- Enable location tracking and push notifications.
