Configuring Dynamics 365 for Field Service


All'interno della categoria: Dynamics 365

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

After completing this course, you will be able to:

  • Identify the key components involved in Field Service Implementations.

  • Define the products and services that will be delivered to customers.

  • Determine which pricing options to use in specific scenarios.

  • Determine which resources are required.

  • Configure the system to support resource needs.

  • Define commonly reported issues and template them for easier consumption.

Course Outline
Module 1: Configure Field Service

  • Introduction to field service

  • Defining products and services

  • Defining tax codes
    Module 2: Resource scheduling configuration

  • Mapping and location information

  • Configuring resource components

  • Defining account preferences
    Module 3: Defining and configuring bookable resources

  • Defining bookable resources

  • Resource pools, crews and facilities
    Module 4: Working with and configuring incidents

  • Creating incidents

  • Using service tasks

  • Defining products, services and skills

Prezzo di listino

320,00 EUR + IVA


  • 7 ore


Basic understanding of Dynamics 365 features, functionality, and navigation.

Date a calendario

Anche on-site

Tutti i nostri corsi sono erogabili anche in modalitĂ  on-site, personalizzati secondo le esigenze.

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