DYNAMICS 365 FIELD SERVICE FUNCTIONAL CONSULTANT  TRAINING IN PUNE | ONLINE

Duration of Training  :  40 hrs

Batch type  :  Weekdays/Weekends

Mode of Training  :  Classroom/Online/Corporate Training

Why Radical Technologies

Configure field service applications

Define and configure core field service components

– Define and configure key required security roles
– Configure territories, postal codes, and organizational units
– Configure characteristics and proficiency models
– Implement resource roles and categories
– Enable conditional Field Service settings
– Enable Microsoft Teams Integration

Configure product and service pricing

– Define required product and service types
– Configure minimum charge amounts and durations
– Determine how pricing rules affect the price that is applied to a product on a work order
– Associate products and services with price lists
– Define tax codes

Configure bookable resources

– Manage bookable resources
– Configure geocoding
– Define start and end locations for resources
– Determine the types of addresses to use
– Configure pay types and rates
– Configure working hours and working hour templates
– Manage time off requests
– Enable technician time tracking

Schedule multiple resources

– Determine the types of resources required
– Describe use cases for resource pools, crews, and Requirement groups
– Define Requirement groups and Requirement group templates
– Set up resource pools and crews

Integrate other tools with Dynamics 365 Field Service

– Implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service
– Configure and use Dynamics 365 Remote Assist one-time call
– Use Dynamics 365 Guides with work orders

Create and configure field service visualizations

– Configure dashboards
– Design and create field service charts
– Design reports by using the Report wizard
– Design, create, and share Power BI reports and dashboards
– Understand the key Field Service Analytics and Insights work order summary metrics

Manage work orders

Describe the work order lifecycle

– Configure work orders, including work order types and work order resolutions
– Configure work order lifecycle stages
– Configure booking status and work order status values
– Configure uses and capabilities for billing accounts, service accounts, and functional locations

Create and manage work orders

– Create a work order
– Add status and sub-status information to a work order
– Organize work orders and resources by geography
– Associate a work order with a price list, Service Level Agreement, and entitlement
– Close a work order
– Collaborate on work orders by using Microsoft Teams
– Prepare work order summary reports
– Configure work order resolutions
– Manage work order costs using not-to-exceed

Manage incidents

– Configure incident types and suggestions
– Assign requirement group templates to incident types
– Add service tasks to incidents
– Add products and services to incidents

Create and manage agreements

– Determine when to use agreements
– Define and configure agreement preferences and settings
– Configure automatic generation of work orders
– Configure booking preferences
– Configure agreement invoicing
– Create entitlements for agreements

Manage inspections

– Create inspections and ad hoc inspections
– Associate inspections with work orders and customer assets
– Describe use cases for analyzing results of inspections
– Create inspection templates
– Run reports on inspections

Schedule and dispatch work orders

Manage scheduling options

– Schedule work orders by using the schedule board and schedule assistant
– Determine when to use each scheduling option
– Configure fulfillment preferences
– Configure quick scheduling (“quick book”)

Implement schedule boards

– Identify features and uses for Booking Requirements view
– Implement the integrated map feature
– Manually schedule work orders
– Reassign and reschedule work orders
– Move incomplete work orders
– Generate driving instructions for field agents

Manage schedule boards

– Describe use cases for multiple schedule boards
– Configure schedule boards
– Customize a schedule board

Implement the Schedule Assistant

– Apply constraints to resource queries
– Filter data
– Specify a search radius
– Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

– Describe use cases for Universal Resource Scheduling
– Describe the role of resource requirements in scheduling
– Enable scheduling for a table
– Configure geocoding for a custom table
– Manage work hours calendar for requirements
– Describe booking timestamps, booking journals, and actuals

Manage the Dynamics 365 Field Service mobile app

Describe the capabilities of the mobile app

– Deploy the mobile app
– Complete work orders
– Service and maintain customer assets

Set up the mobile app

– Configure security roles
– Customize the mobile app including forms, views, pages, and site maps
– Enable and configure location tracking and geofencing
– Configure offline profiles and synchronization features
– Configure deep linking
– Configure push notification
– Configure barcode features

Manage inventory and purchasing

Manage inventory and warehouses

– Set up inventory and warehouses
– View product inventory
– Adjust inventory levels
– Transfer inventory between warehouses
– Manually update inventory by using inventory journals

Manage purchasing and product returns

– Describe the purchase order process
– Create purchase orders
– Create a list of receivable products for a purchase order
– Determine product return options
– Create return merchandise authorizations (RMAs)
– Create return to vendor (RTV) transactions
– Finalize returns

Manage Connected Field Service and customer assets

Implement Connected Field Service

– Describe IoT deployment options
– Identify use cases for Connected Field Service
– Manage and associate IoT devices
– Configure security roles for Connected Field Service

Define and configure customer assets

– Describe uses for customer assets
– Create and manage customer assets
– Configure products to enable automatic creation of customer assets
– Associate work orders with customer assets
– Create child assets
– Configure 3D asset models
– Define functional locations

Implement Microsoft Power Platform

Configure model-driven apps

– Create and configure forms
– Create and configure views
– Configure site maps

Create custom apps and automation

– Create task-specific canvas apps and custom pages
– Embed apps in Dynamics 365 Field Service
– Use custom Power Automate cloud flows to automate tasks and enhance Field Service

Manage customer experiences

Configure Microsoft Power Pages

– Configure Field Service customer experience portal
– Configure self-service scheduling
– Configure pre-built Power Automate flows
– Track technician location

Capture customer feedback by using Customer Voice

– Create a survey
– Trigger distribution of a survey
– Apply formatting and branding to a survey
– Describe and analyze survey results including CSAT and Net Promoter Score (NPS)
– Describe survey elements including question types

Learn Dynamics 365 Field Service Functional Consultant – Course in Pune with Training, Certification & Guaranteed Job Placement Assistance!

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