Description

This training program helps organizations to improve their position in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This training program will equip Professionals with the skills necessary to identify and configure the primary components that are used to deliver Field Service and mobile solutions. Primary topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This training program helps Professionals better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

 

Radiant Teachlearning offers Microsoft Dynamics 365 Field Service Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 3 days

 

Learning Objectives

After accomplishing this training program, Professionals will be able to:

  • Identify the primary components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

Pre-requisite

Audience Profile

This training program is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Course Content

Lesson 1: Configure Field Service

In this introductory lesson, we will introduce primary concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

Professionals will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization

 

Lesson 2: Resource Scheduling Configuration

In this lesson, we will explore the concept of resource scheduling, and learn way to configure the system to schedule resources efficiently.

Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Professionals will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping

 

Lesson 3: Defining and Configuring Bookable Resources

In this lesson, we will learn way to create and manage bookable resources, including resource pools and crews.

Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

Professionals will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records

 

Lesson 4: Configure Incidents

In this lesson, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

  • Creating an incident
  • Using service tasks

Professionals will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents

 

Lesson 5: Inventory and Work Order Management

In this lesson, we will learn way to create and use work orders to schedule resources.

Lessons

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

Professionals will be able to:

  • Configure work orders
  • Schedule resources using work orders

 

Lesson 6: Field Service Agreements

In this lesson, we will introduce agreements, and learn way to configure them for your organization.

Lessons

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

Professionals will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers

 

Lesson 7: Inventory and Purchasing

In this lesson, we will learn about management of customer assets.

Lessons

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Professionals will be able to:

  • Create customer asset records
  • Manage inventory, purchasing and returns

 

Lesson 8: Field Service Mobile

In this lesson, we will learn way to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

Professionals will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce

 

Lesson 9: Universal Resource Scheduling

In this lesson, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

Professionals will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS

 

Lesson 10: Managing Scheduling Options

In this lesson, we will learn way to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

Professionals will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources

 

Lesson 11: Customizing the Schedule Board

In this lesson, we will learn way to configure the schedule board to best meet the organization or scheduler’s needs.

Lessons

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

Professionals will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board

 

Lesson 12: Advanced Scheduling Options

In this lesson, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

Professionals will be able to:

  • Define optimization for an organization
  • Schedule single resources

FAQs

Q: How do I install field services in Dynamics 365?

 

A: You can also get Field Service from this Dynamics 365 purchasing page. User have to add a Field Service trial to an existing Dynamics 365 organization by selecting the option of Settings > Microsoft AppSource. After that user have to search for Field Service trial and then select Dynamics 365 Field Service trial, and at last select Free Trial.

 

Q: How do I upgrade field services in Dynamics 365?

 

A: Go to Admin. Then go to the Dynamics 365 Admin Center. After that select and highlight the atmosphere which has the Field Service app user want to upgrade. In the list of solutions user can easily find and select the Field Service app.

 

Q: What are the new features in Dynamics 365?

 

A: New CRM Features in Dynamics 365 Version 9.0:-

  • Unified Client Interface. 
  • Web Client Refresh
  • Multi-Select Option Sets
  • Activity Timeline
  • LinkedIn Sales Navigator

 

Q: What if I/we have doubts after attending your training program?

 

A: Radiant team of experts would be available on the email Support@radianttechlearning.com to answer your technical queries, even after the training program.

We also conduct a 3 – 4 hours online session after 2 weeks of the training program, to respond on your queries & project assigned to you.  

 

Q: If I face technical difficulty during the class what should I do?

 

A: Technical issues are unpredictable and might occur with you as well. Participants have to ensure that they have the system with required configuration with good internet speed to access online labs.  

If the problem still persists or you face any challenge during the class then you can report to us or your trainer. In that case Radiant would provide you the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use. 

 

Q: Does this training program include any project?

 

A: Yes, Radiant will provide you the most updated, high valued and relevant real time projects and case studies in each training program. 

We included projects in each training program from fundamental level to advance level so that you don’t have to face any difficulty in future. You will work on highly exciting projects and that will upgrade your skill, knowledge and industry experience.

 

Q: How the training will be delivered or conducted?

 

A: Radiant Techlearning offers customized training delivery solutions for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

Dedicated Classroom Training program

Onsite: To meet the needs & expectations of our corporate clients all over the world, our expert will travel all the way to your location to deliver the training program at a premise of your choice & convenience. 

Offsite: Our client and Individual professionals across the world travel all the way to India to attend our classroom training sessions. We assist them in services like accommodation, Airport pick & drop, daily cab & Visa assistance. 

Public Batches: Corporates & Individual professionals across the world can nominate their employees or themselves in our classroom or online public batches. Our public batches would have limited number of participants to ensure individual attention. As the participants are from different background and companies, you learn from everyone’s experience. 

On-the-Job Learning: Our team of consultant would help you to execute end-to-end project and simultaneously learn the technology.  

 

Q: What is the benefit of doing training from Radiant Techlearning?

 

A: Radiant Techlearning is receptive to new ideas and always believes in a creative approach that makes learning easy and effective. We stand strong with highly qualified & certified technology Consultants, trainers and developers who believe in amalgamation of practical and creative training to groom the technical skills.

Our training programs are practical oriented with 70% – 80% hands on the training technology tool.  Our training program focuses on one-on-one interaction with each participant, latest content in curriculum, real time projects and case studies during the training program. 

Our experts will also share best practices & will give you guidance to score high & perform better in your certification exams. 

To ensure your success, we provide support session even after the training program. 

You would also be awarded with a course completion certificate recognized by the industry after completion of the course & the assignment.

 

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