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MB2-718/81065: Microsoft Dynamics 365 for Field Service

Module 01: Introduction and Overview

  • Module Overview
  • Field Service at a Glance
  • Field Service Process Flow
  • Field Service Demonstration
  • Planning for Field Service
  • Module Review
  • Quiz Test Your Knowledge

Module 02: Setup and Configuration

  • Module Overview
  • Security Roles and Administration Settings
  • Practice: Install Dynamics 365 for Field Service Trial Solution
  • Practice: Install Dynamics 365 for Field Service Demo Data
  • Products and Services
  • Bookable Resources
  • Practice: Configure Dynamics 365 for Field Service
  • Module Review
  • Quiz Test Your Knowledge

Module 03: Work Order Management

  • Module Overview
  • Work Orders
  • Practice: Create and Modify Work Order Types
  • Work Order Life Cycle
  • Work Order Relationships
  • Accounts
  • Incident Types
  • Practice: Create an Incident Type called Service Printer
  • Service Tasks Types
  • Module Review
  • Quiz Test Your Knowledge

Module 04: Scheduling and Dispatching

  • Module Overview
  • Practice: Create a Work Order
  • Schedule Board
  • Manually Scheduling
  • Resource Bookings
  • Practice: Schedule Work Orders using the Schedule Board
  • Configuration Options
  • Scheduling Assistant
  • Module Review
  • Quiz Test Your Knowledge

Module 05: Agreements

  • Module Overview
  • Overview of Agreements
  • Creating and Managing Agreements
  • Practice: Create a New Agreement
  • Agreements Bookings and Invoices
  • Practice: Setup an Automated Booking for the Agreement
  • Creating Invoices
  • Module Review
  • Quiz Test Your Knowledge

Module 06: Mobility

  • Module Overview
  • Things to Consider
  • Field Service Mobile
  • Initial Configuration
  • Managing Work Orders
  • Module Review
  • Quiz Test Your Knowledge

Module 07: Inventory and Purchasing

  • Module Overview
  • Customer Assets
  • Purchasing
  • Working with Inventory
  • Processing Returns
  • Things to Consider
  • Module Review
  • Quiz Test Your Knowledge

Module 08: Course Review

  • Course Review

This course is intended for Application Consultant, Solution Architect, Technology Consultant

 

Yêu cầu cơ bản/Prerequisites

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM Customer Service and Sales training courses
  • Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
  • Define Field Service
  • Describe End to End Field Service
  • Plan for Field Service
  • Identify Field Service Security Profiles
  • Configure initial settings
  • Use Products and Price Lists in Field Service
  • Set up and Define Field Service Resources
  • Describe Work Order Life Cycle
  • Use Incident Types with Work Orders
  • Differentiate Customer Assets
  • Use Scheduling Options in Field Service
  • Use the Schedule Board
  • Use Schedule Assistant
  • Describe Resource Scheduling Optimization
  • Define Agreements in Field Service
  • Create and Manage Agreements
  • Describe Bookings
  • Process Invoices
  • Describe Mobility Options available with Dynamics 365
  • Use Field Service Mobile App
  • Perform Actions using the Mobile App
  • Describe how Customer Assets are used
  • Demonstrate Purchasing in Field Service
  • Manage Adjustments and Transfers
  • Handle Returns
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