Erfahren Sie, wie Sie eine Dynamics 365 for Field Service-Implementierung effektiv konfigurieren, um die verfügbaren Tools und Funktionen zur effizienten Verwaltung mobiler Mitarbeiter zu optimieren.

Dieser Training richtet sich an IT-Experten mit Erfahrung oder Interesse an der Bereitstellung von Field Service-Lösungen für Großkunden.

Configure Microsoft Dynamics 365 Field Service

    Key Field Service configuration considerations
    Define Field Service products and services
    Work with work order types, territories, and status settings
    Resolutions
    Define incident and service task types
    Define account preferences

Configure bookable resources in Dynamics 365 Field Service

    Overview of bookable resources
    Setup and configuration
    Define bookable resources
    Work with crews, facilities, and pools
    Configure entities for URS
    Check your knowledge

Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

    Schedule multiple resources and facilities
    Define resources
    Work with fulfillment preferences
    Work with requirement groups
    Crew facility resource pool scheduling

Work order management in Dynamics 365 Field Service

    Overview of the Field Service work order lifecycle
    Create and define work orders
    Work with work order-related records
    Work with incidents
    Scheduling considerations
    Work with inventory and warehouses
    Customer assets

Incident types in Dynamics 365 Field Service

    Define incident types
    Create incident types
    Use incident types
    Check your knowledge

Inspections in Dynamics 365 Field Service

    Create inspections
    Associate inspections
    Perform inspections

Manage scheduling options in Dynamics 365 for Field Service

    Overview of scheduling capabilities
    Overview of the schedule board
    Schedule and reschedule
    Reschedule and move items

Customize the schedule board in Dynamics 365 Field Service

    Schedule Board options
    Design and use views with the Schedule Board
    Configure schedule board filter queries

Deploying Resource Scheduling Optimization

    Setup and deployment options
    RSO configuration options
    Define optimization goals
    Define optimization scopes
    Define optimization schedules

Get started with the Dynamics 365 Field Service Mobile application

    Deploy the mobile application
    Work with the mobile application
    Service customer assets
    Work offline and update offline data
    More mobile application capabilities

Customize and configure the Dynamics 365 Field Service Mobile application

    Edit the mobile application
    Offline configuration
    Barcode scanning and global search
    Audit locations
    Configure push notifications

Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

    Application setup and user configuration
    Make Remote Assist calls for Field Service work orders
    Make Remote Assist calls
    Use Field Service bookings on a HoloLens device

Customer assets in Dynamics 365 Field Service

    Create customer assets
    Associate customer assets
    Set up customer asset hierarchies
    Use functional locations

Set up Field Service to create work orders from IoT data

    Installation and setup
    Configure Connected Field Service
    Device data
    Visualize device readings
    IoT alerts
    Mobile app

Create custom apps for Dynamics 365 Field Service

    Create apps from Power Apps
    Deploy the customer experiences portal
    Customize Dynamics 365 Field Service
    Universal Resource Scheduling
    Set up and customize schedule boards

Gather customer feedback with Dynamics 365 Customer Voice

    Create a project by using the support template
    Customize email templates with survey variables
    Configure Power Automate to send surveys after a case is resolved
    Create surveys for omnichannel surveys and satisfaction metrics
    Set up post chat surveys