- 12 Sections
- 40 Lessons
- 12 Hours
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- Module 1: Configure Field ServiceIn this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.3
- Module 2: Resource Scheduling ConfigurationIn this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.3
- Module 3: Defining and Configuring Bookable ResourcesIn this module, we will learn how to create and manage bookable resources, including resource pools and crews.2
- Module 4: Configure IncidentsIn this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.2
- Module 5: Inventory and Work Order ManagementIn this module, we will learn how to create and use work orders to schedule resources.3
- Module 6: Field Service AgreementsIn this module, we will introduce agreements, and learn how to configure them for your organization.3
- Module 7: Inventory and PurchasingIn this module, we will learn about management of customer assets.3
- Module 8: Field Service MobileIn this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.4
- Module 9: Universal Resource SchedulingIn this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.3
- Module 10: Managing Scheduling OptionsIn this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.4
- Module 11: Customizing the Schedule BoardIn this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs5
- Module 12: Advanced Scheduling OptionsIn this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.5