Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Field Service

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Free Online Course: Microsoft Dynamics 365 Fundamentals (CRM): Explore Dynamics 365 Field Service provided by Microsoft Learn is a comprehensive online course, which lasts for 3-4 hours worth of material. The course is taught in English and is free of charge.

Overview
    • 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