Module 1: Configure Field Service

• In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
• Lessons
• Configure Microsoft Dynamics 365 Field Service
• Configure bookable resources
• Schedule crews, facilities, and resource pools

Module 2: Manage work orders

• In this module, we will explore work orders, incident types and inspections.
• Lessons
• Work order management, agreements, inventory and purchasing
• Manage incident types
• Inspections

Module 3: Schedule and dispatch work orders

• In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
• Lessons
• Manage scheduling options
• Customize the schedule board
• Deploy Resource Scheduling Optimization (RSO)

Module 4: Field Service Mobile App

• In this module, we will learn how customize and configure the Field Service mobile app.
• Lessons
• Get started with the Field Service mobile app
• Customize and configure the mobile app
• Integrate Remote Assistt

Module 5: Manage inventory and purchasing

• In this module, we will learn how to manage inventory and purchasing in work orders
• Lessons
• Configure Field Service work orders

Module 6: Implement assets and connected devices

• In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
• Lessons
• Customer assets
• Create work orders from IoT data

Module 7: Microsoft Power Platform and Field Service

• In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
• Lessons
• Create custom apps

Gather feedback with Customer Voice