Dynamics 365 for Field Service enables companies to provide on-site service to customers, and manage a mobile workforce. This course will guide you through the fundamentals of this important part of the platform.
When you think of customer service, you might think of a call center where customer service reps provide assistance over the phone. But for some companies and industries, that service extends beyond the office, and technicians are sent into the field to make service calls. That’s what the Field Service application is all about: delivering on-site service to your customers and managing a mobile workforce.
In this course, Microsoft Dynamics 365 for Field Service, you’ll learn the fundamentals of this important part of Dynamics 365. First, you’ll become familiar with the core entities used in the Field Service app, with a special focus on Work Orders. You’ll learn how to create and schedule work orders, and then see how a field technician would use the Field Service Mobile app to complete work on-site. Next, you’ll explore ways to automate some of the data entry work, using incident types and agreements. Finally, you’ll get an overview of how assets, inventory, and purchasing work in Field Service.
When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Field Service, and how to use it to provide great on-site service to your customers.
Amber is a Microsoft Certified Trainer and Microsoft Certified Professional Developer with 15+ years experience working with and teaching Microsoft technologies. She also focuses on professional skills, bridging the gap between techies and non-techies. For her work as a training leader, Amber received Training magazine's 2013 Emerging Training Leader award.