- 12 Sections
- 40 Lessons
- 12 Hours
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- Module 1: Configure Field Service3 ItemsIn this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
- Module 2: Resource Scheduling Configuration3 ItemsIn this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
- Module 3: Defining and Configuring Bookable Resources2 ItemsIn this module, we will learn how to create and manage bookable resources, including resource pools and crews.
- Module 4: Configure Incidents2 ItemsIn this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
- Module 5: Inventory and Work Order Management3 ItemsIn this module, we will learn how to create and use work orders to schedule resources.
- Module 6: Field Service Agreements3 ItemsIn this module, we will introduce agreements, and learn how to configure them for your organization.
- Module 7: Inventory and Purchasing3 ItemsIn this module, we will learn about management of customer assets.
- Module 8: Field Service Mobile4 ItemsIn this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
- Module 9: Universal Resource Scheduling3 ItemsIn this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
- Module 10: Managing Scheduling Options4 ItemsIn this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
- Module 11: Customizing the Schedule Board5 ItemsIn this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs
- Module 12: Advanced Scheduling Options5 ItemsIn this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Defining products and services
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