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Overview
Microsoft Dynamics 365 Field Services provides schedulers within an organisation to schedule work for Field based Engineering Technicians to record work activities for Customers, either home or business locations. Maintain Work Orders, Schedules and Resources. Manage Customer accounts and potential work, both opportunities and leads. Service Delivery Agreements and Inventories and Purchasing.
Profile: This one day course is designed to provide an overview of an end to end service built on Microsoft Dynamics 365, Field Service capabilities include optimising schedules, equipping a mobile workforce, managing assets and processing orders and invoices.
Target Audience
Schedulers, supervisors and managers who are responsible for associate Field Technicians; to complete their daily tasks, manage assets, maintain customer records, processing orders and invoices and maintain Warehouse supplies.
Prerequisites
In-depth exposure to any of the Office products is not required.
Learning Outcomes
- Account and Contact Management
- Work Orders
- Schedule Board
- Resources
- Time Off Requests
- Agreements
- Invoices
- Purchases Orders
- Customer Assets
- Warehouse
Course Outline
Module 1: Introduction of Field Service in Dynamics 365
- The main Field Service Entities
- Navigating in Field Service for Dynamics
- Creating Custom Views
Module 2: Account and Contact Management
- Account Lists
- Create New Accounts
- Contact Lists
- Create New Contacts
Module 3: Work Orders
- An Overview of Work Orders
- Work Order Lifecycle
- Create Work Orders
- Work Order Types and Incident Types
Module 4: Schedule Board
- Overview of Scheduling Board
- Configure the Filter and MA View
- Schedule Board Settings
Module 5: Resources and Scheduling
- Overview of Resources
- Create a Bookable Resource
- Set the Working Hours
- Schedule a Resource Manually and with the Scheduling Assistant
Module 6: Time Off Requests
- Overview of Time Off Request
- Submit Time Off Request
Module 7: Agreements
- Overview of Customer Agreements
- Create a Customer Agreement
- Add Incidents to an Agreement
- Add Invoice to a Customer Agreement
Module 8: Inventory Management
- Overview of Customer Assets
- Create Customer Assets
Module 9: Purchase Orders
- Overview of Purchase Orders
- Create a Purchase Order
- Receipt a Purchase Order
Module 10: Warehouse
- Overview of Warehouse Inventory
- Create an Inventory Transfer
- Returning Products
- Return to Vendor (RTV)
- Return to Manufacturer Authorisation (RMA)