Microsoft Dynamics 365 for Field Service Course Overview

Microsoft Dynamics 365 for Field Service Course Overview

Retired Course - Click the button below to access the latest updated version of this course.

Unlock the potential of Microsoft Dynamics 365 for Field Service with our comprehensive course designed to elevate your skills in field service management. This course provides in-depth instruction across six essential modules, including configuring field service applications, managing work orders, and optimizing resource scheduling. You'll learn to create and manage work orders, implement the Schedule Board, and configure mobile applications for on-the-go efficiency. Gain practical experience in managing inventory, purchasing, and customer assets, ensuring you're equipped to drive operational success. By the end of this course, you’ll be prepared to apply your knowledge effectively in real-world scenarios, enhancing your organization's field service capabilities.

Purchase This Course

Fee On Request

  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Guaranteed-to-Run (GTR)
  • Classroom Training fee on request
  • Select Date
    date-img
  • CST(united states) date-img

Select Time


♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

  • Live Training (Duration : 16 Hours)
  • Per Participant
  • Classroom Training fee on request

♱ Excluding VAT/GST

You can request classroom training in any city on any date by Requesting More Information

Request More Information

Email:  WhatsApp:

Course Prerequisites

To successfully undertake the Microsoft Dynamics 365 for Field Service course, it is recommended that students possess the following minimum prerequisites:


  • Basic understanding of Microsoft Dynamics 365 concepts and functionalities.
  • Familiarity with general business processes related to field service operations.
  • Knowledge of customer relationship management (CRM) principles.
  • Basic computing skills and comfort with utilizing software applications.

These prerequisites will help ensure that you have a foundational understanding that can enhance your learning experience in the course.


Target Audience for Microsoft Dynamics 365 for Field Service

Microsoft Dynamics 365 for Field Service equips professionals with the skills to effectively manage field operations, enhance customer service, and optimize resource efficiency in their organizations.


  • Field Service Managers
  • Customer Service Managers
  • Operations Managers
  • IT Managers
  • Business Analysts
  • Supply Chain Managers
  • Resource Planners
  • Inventory Managers
  • Help Desk Technicians
  • Sales Representatives
  • Project Managers
  • System Administrators
  • Mobile App Developers
  • Product Managers
  • Technical Support Specialists


Learning Objectives - What you will Learn in this Microsoft Dynamics 365 for Field Service?

Introduction

The Microsoft Dynamics 365 for Field Service course equips learners with the skills to efficiently configure and manage field service operations, focusing on work orders, scheduling, mobility, inventory, and asset management.

Learning Objectives and Outcomes

  • Configure general settings for field service applications.
  • Understand and manage the work order lifecycle effectively.
  • Create and oversee work orders along with incident management.
  • Utilize various scheduling tools, including the Schedule Board and Schedule Assistant.
  • Implement Resource Scheduling Optimization (RSO) for efficient resource allocation.
  • Set up and manage the field service mobile application.
  • Oversee inventory practices and purchasing processes.
  • Develop and manage customer agreements to maintain service quality.
  • Manage and track customer assets proficiently.
  • Gain hands-on experience in field service operation management using Dynamics 365.

Suggested Courses

What other information would you like to see on this page?
USD