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MB2-877/81217: Agreements, Inventory, and Purchasing in Microsoft Dynamics 365 for Field Service

This course provides students an overview of the inventory management and purchasing capabilities for Dynamics 365 for Field Service. Students will be shown how to manage inventory including transferring inventory between different warehouses. We will walk through the Purchase Order lifecycle process. Finally, students will see how agreements can be used to schedule preventative maintenance Work Orders.

This course helps prepare you for exam MB2-877

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

Yêu cầu cơ bản/Prerequisites

  • Some basic experience using Windows applications
  • Knowledge of basic sales, marketing, and customer service roles in a business
  • Completed the Introduction to CRM course
  • Explain the Work Order Life Cycle
  • Review the Records that are Used With Work Orders
  • Explain Customer Assets in Field Service
  • Explain how to Create and Manage Agreements
  • Demonstrate how to Defining Bookings and Invoices
  • Explain how Customer Assets are used in Field Service
  • Explain the Purchasing Process
  • Describe how to Manage Adjustments and Transfers 


Module 01: Work Order Management

  • Module Overview
  • Work Orders
  • Work Order Life Cycle
  • Work Order Relationships
  • Create a Work Order
  • Demonstration: Create a Work Order
  • Work Order Status
  • Demonstration: Work Order Status
  • Additional Fields of Note
  • Set Priorities
  • Incident Types
  • Demonstration: Incident Types
  • Service Tasks Types
  • Demonstration: Service Tasks Types
  • Closing Work Orders
  • Demonstration: Close Work Orders
  • Module Review

Module 02: Agreements in Field Service

  • Module Overview
  • Agreements
  • Defining Agreements
  • Demonstration: Defining Agreements
  • Agreements Bookings Setup
  • Demonstration: Agreements Bookings Setup
  • Setting Up and Defining Invoices
  • Demonsrtation: Setting Up and Defining Invoices
  • Things to Consider
  • Module Review

Module 03: Inventory and Purchasing

  • Module Overview
  • Customer Assets
  • Managing Inventory
  • Demonstration: Managing Inventory
  • Purchasing
  • Demonstration: Purchasing
  • Processing Returns
  • Things to Consider
  • Module Review

Module 04: Course Review

  • Course Review
  • Bonus Activity
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