IMPORTANT NOTE: All course deliveries taking place on 12/13/2019 or later for this course, all deliveries for this course shall correspond to "Legacy Field Service" or "Legacy FS" which shall also be delivered on the Dynamics 365 (CRM) "classic view" (i.e. not the Unified Interface). - if you want the modern Unified Interface view class and the modern Field Service class, please request the new custom class by clicking this link and submitting the form.

This workshop provides you with the skills you need to manage the Field Service modules in Microsoft Dynamics 365 (CRM 2016). Your organization may already own Field Service but you need to know how to set it up.

This 1 day, instructor-led, workshop provides you with the skills to administer and maintain Field Service. Additionally, this workshop, is useful for individuals who manage the Dynamics 365 (CRM) infrastructure or develop applications to extend Dynamics 365 (CRM).

Corresponding Exam: MB2-877: Microsoft Dynamics 365 for Field Service

Who should Attend:

If your organization is using Dynamics 365 or CRM 2016 you need to learn how to use the Field Service application. This workshop helps Field Service Managers, Professional consultants, system integrators, and support professionals who work with Dynamics 365 or (CRM 2016).

After completing this workshop, students will be able to:

Course Outline

Module 1: Introduction to Dynamics 365 Field Service


Module 2: Setup and Configuration


Module 3: Work Order Management


Module 4: Agreements


Module 5: Scheduling and Dispatching


Module 6: Inventory and Purchasing


Module 7: Mobility


Module 8: Field Service and Customer Service


Module 9: Review Workshop

Strongly recommended prerequisites

This course strongly recommends that you meet the following prerequisites:

IMPORTANT: Please be informed that for the purposes of our Policies, this entire package is considered as a "consulting" and "custom training" package, with all elements being considered as "consulting" and "custom training."

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