Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Lessons
- Introduction to configuring Field Service
- Defining products and services
- Defining tax codes
you will be able to:
- Create and manage products and services
- Configure tax codes for your organization
Module 2: Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
Lessons
- Mapping and location information
- Configuring resource components
- Defining account preferences
you will be able to:
- Configure resource scheduling for your organization
- Define account preferences
- Enable location mapping
Module 3: Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
Lessons
- Defining bookable resources
- Resource pools, crews and facilities
you will be able to:
- Define bookable resources
- Create pools and crews
- Manage facility records
Module 4: Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Lessons
- Creating an incident
- Using service tasks
you will be able to:
- Create an incident for common service tasks
- Schedule using incidents
Module 5: Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.
Lessons
- Configure Field Service work orders
- Creating work orders
- Managing work orders
you will be able to:
- Configure work orders
- Schedule resources using work orders
Module 6: Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.
Lessons
- Using Field Service agreements
- Set up bookings
- Set up invoices
you will be able to:
- Use an agreement to schedule work orders
- Generate invoices for customers
Module 7: Inventory and Purchasing
In this module, we will learn about management of customer assets.
Lessons
- Manage customer assets
- Manage inventory
- Purchasing and returns
you will be able to:
- Create customer asset records
- Manage inventory, purchasing and returns
Module 8: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Lessons
- Mobile client overview
- Install and deploy Field Service mobile projects
- Manage mobile projects
- Deploy the mobile client
you will be able to:
- Manage mobile projects
- Install and deploy the mobile client
- Describe the value of the mobile app for a mobile workforce
Module 9: Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
Lessons
- URS overview and configuration
- Enabling entities for URS
- Customize entities for URS
you will be able to:
- Describe Universal Resource Scheduling
- Enable an entity for URS
Module 10: Managing Scheduling Options
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
Lessons
- Using the schedule board
- Schedule items
- Rescheduling and substituting resources
- Crew and pool scheduling
you will be able to:
- Configure and use the schedule board to schedule resources
- Reschedule work orders
- Substitute resources
Module 11: Customizing the Schedule Board
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.
Lessons
- Configure the board
- Create additional schedule boards
- Use views to enhance the schedule board
- Configuring schedule board queries and filters
- Working with requirement groups
you will be able to:
- Customize the schedule board
- Create additional boards
- Add views to a schedule board
Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Lessons
- Working with resource scheduling optimization
- Defining optimization goals
- Defining optimization scopes
- Defining optimization profiles
- Single resource scheduling
you will be able to:
- Define optimization for an organization
- Schedule single resources
