Implementing Microsoft Dynamics 365 for Field Service

Intermediate
Functional Consultant
Dynamics 365
Field Service
Customer Engagement

Field service companies often realize they need help as they discover that workflow inefficiencies are preventing growth and limiting revenue. Taking the right steps to configure Dynamics 365 for Field Service will save you time during your implementation.

Prerequisites:

  • Familiarity with Microsoft Dynamics 365 applications

Modules in this learning path

Configure Microsoft Dynamics 365 for Field Service

One of the main advantages to Dynamics 365 for Field Service is the ability to configure it based on your organization needs. This might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, sub-statuses, service territories, and account configuration that will support the desired Functionality.

Work order management, agreements, inventory, and purchasing in Microsoft Dynamics 365 for Field Service

Leverage agreements to assist in creating Work Orders on a predefined schedule such as in preventative maintenance scenarios. Additionally, by leveraging inventory, they can more effectively manage inventory levels at warehouses and ensure that technicians have what they need to deliver services to their customer while in the field. Dynamics 365 has several foundational elements that can be configured to better tailor a Field Service implementation to meet the desired needs of an organization.

Get started with Microsoft Dynamics 365 for Field Service Mobile

Deploying field service mobile consists of identifying the features needed, installing and configuring the mobile application and creating and defining mobile projects. Along with this, you’ll publish mobile projects, and customize mobile projects in this module.

Deliver a customized mobile experience in Microsoft Dynamics 365 for Field Service

The Field Service mobile application provides the flexibility to customize the application based on needs of an organization. Customers may what things like color coded views, interactive views to simplify data intake, bar code scanning, or even the ability to automate specific functionality with scripting. These asks can be easily delivered with some additional customizations.