Work order and delivery execution for Dynamics 365 for Field Service (MB-240T02-A)

Learn how the work order and inventory management tools in Dynamics 365 for Field Service can be leveraged to efficiently deliver and execute work being delivered by a mobile work force.

Basic understanding of Dynamics 365 features, functionality, and navigation.
Course Objectives
After completing this course, you will be able to:
  • Identify the key areas involved in a work order lifecycle. 
  • Generate agreements that can be used to automatically create work orders.   
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle. 
  • Deploy and Configure the Field Service Mobile Application.
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Course Outline

Module 1: Field Service Work Orders

  • Configure field service work orders
  • Creating work orders
  • Managing work orders

Module 2: Field Service Agreements

  • Using field service agreements
  • Set up bookings
  • Set up invoices

Module 3: Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 4: Field Service Mobile

  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client