Class Central is learner-supported. When you buy through links on our site, we may earn an affiliate commission.

Microsoft

Explore the fundamentals of Microsoft Dynamics 365 Field Service

Microsoft via Microsoft Learn

Overview

Prepare for a new career with $100 off Coursera Plus
Gear up for jobs in high-demand fields: data analytics, digital marketing, and more.
  • Module 1: Get introduced to the customer engagement apps
  • After completing this module, you will be able to:

    • Explain customer engagement
    • Describe Microsoft Dataverse
    • List the Dynamics 365 customer engagement apps
    • Describe the common components and features of the Dynamics 365 customer engagement apps
  • Module 2: Explore Dynamics 365 Field Service
  • After completing this module, you will be able to:

    • Explain mobile workforce management strategies
    • Explain key Industry and application terminology
    • Get started with Dynamics 365 Field Service
  • Module 3: Generate work orders in Dynamics 365 Field Service
  • After completing this module, you will be able to:

    • Explain work order management capabilities of Dynamics 365 Field Service
    • Differentiate options for creating work orders in Dynamics 365 Field Service
    • Describe how to simplify work order creation in Dynamics 365 Field Service
    • Explain inspections in Dynamics 365 Field Service
  • Module 4: Describe the scheduling capabilities of Dynamics 365 Field Service
  • After completing this module, you will be able to:

    • Explain the scheduling capabilities in Dynamics 365 Field Service
    • Describe options for scheduling and rescheduling Items
    • Describe Resource Scheduling Optimization use cases
  • Module 5: Examine the inventory management capabilities of Dynamics 365 Field Service
  • After completing this module, you will be able to:

    • Describe the inventory management capabilities in Dynamics 365 Field Service
    • Explain inventory adjustments and transfers
    • Describe purchasing and return capabilities in Dynamics 365 Field Service
  • Module 6: Review the asset management capabilities of Dynamics 365 Field Service
    • Describe the asset management capabilities in Dynamics 365 Field Service
    • Explain how to use customer assets in Dynamics 365 Field Service
    • Describe Connected Field Service

Syllabus

  • Module 1: Get introduced to the customer engagement apps
    • Introduction
    • Define customer engagement
    • Describe Microsoft Dataverse
    • Examine the customer engagement apps
    • Work with customers and activities
    • Explain how to search and filter data
    • Examine the product catalog
    • Review integration technologies and use cases
    • Examine out-of-the-box reporting capabilities
    • Knowledge check
    • Summary
  • Module 2: Explore Dynamics 365 Field Service
    • Introduction
    • Get introduced to field service
    • Describe key field service industry terminology
    • Examine a typical field service lifecycle
    • Get started with Dynamics 365 Field Service
    • Knowledge check
    • Module summary
  • Module 3: Generate work orders in Dynamics 365 Field Service
    • Introduction
    • Get introduced to work orders
    • Explore work orders in Dynamics 365 Field Service
    • Describe the lifecycle of a work order
    • Describe how incident types are used in Dynamics 365 Field Service
    • Describe inspections in Dynamics 365 Field Service
    • Knowledge check
    • Summary
  • Module 4: Describe the scheduling capabilities of Dynamics 365 Field Service
    • Introduction
    • Describe the scheduling capabilities of Dynamics 365 Field Service
    • Schedule qualified resources
    • Work with the schedule board
    • Review resource scheduling optimization use cases
    • Knowledge check
    • Summary
  • Module 5: Examine the inventory management capabilities of Dynamics 365 Field Service
    • Introduction
    • Explore inventory management
    • Explore warehouses and product inventory
    • Describe inventory adjustments and transfers
    • Explore purchase orders and returns
    • Knowledge check
    • Summary
  • Module 6: Review the asset management capabilities of Dynamics 365 Field Service
    • Introduction
    • Describe the asset management capabilities of Dynamics 365 Field Service
    • Identify use cases for customer assets
    • Explore customer assets with Connected Field Service
    • Knowledge check
    • Summary

Reviews

Start your review of Explore the fundamentals of Microsoft Dynamics 365 Field Service

Never Stop Learning.

Get personalized course recommendations, track subjects and courses with reminders, and more.

Someone learning on their laptop while sitting on the floor.