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- Start your Dynamics 365 Field Service journey by configuring the foundational records, settings, and AI-enabled experiences that drive efficient service delivery.
By the end of this module, you'll be able to:
- Describe what Dynamics 365 Field Service is and how it delivers business value across service industries.
- Identify the key decisions that shape a successful Field Service implementation.
- Configure products, services, price lists, and other core operational records.
- Set up work order types, substatuses, territories, and account preferences to reflect your service model.
- Define incident types and service tasks that drive consistency across work orders.
- Locate and apply the Field Service settings that govern day-to-day operations, including Copilot configuration.
- Master the work order lifecycle in Dynamics 365 Field Service — from creation through completion — and learn how inventory, related records, and Copilot support efficient service delivery.
By the end of this module, you'll be able to:
- Describe the work order lifecycle and the status changes that occur at each stage.
- Create work orders manually and identify when to convert from a case, opportunity, or agreement.
- Configure work order types, priorities, service territories, and account relationships.
- Apply incident types to pre-populate work orders with the right products, services, and tasks.
- Track inventory across warehouses and use adjustments and transfers to keep stock accurate.
- Use Copilot to summarize work order status, ask natural language questions, and prepare for service visits.
- Eliminate manual work order creation by configuring agreements that automatically generate recurring work orders, bookings, and invoices in Dynamics 365 Field Service.
By the end of this module, you'll be able to:
- Identify when agreements are the right tool for a recurring service scenario.
- Create an agreement and configure its service account, price list, and service period.
- Build booking setups that control what work orders are generated, when, and how far in advance.
- Apply recurrence patterns to define the exact cadence of service delivery and billing.
- Associate incident types with booking setups to pre-populate generated work orders.
- Configure invoice setups that bill customers on an independent recurring schedule.
- Activate an agreement and verify that booking dates are generating as expected.
- 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.
