When you think of customer service, you might think of a call center where customer service reps provide assistance over the phone. But for some companies and industries, that service extends beyond the office, and technicians are sent into the field to make service calls. That’s what the Field Service application is all about: delivering on-site service to your customers and managing a mobile workforce. In this course, Microsoft Dynamics 365 for Field Service, you’ll learn the fundamentals of this important part of Dynamics 365. First, you’ll become familiar with the core entities used in the Field Service app, with a special focus on Work Orders. You’ll learn how to create and schedule work orders, and then see how a field technician would use the Field Service Mobile app to complete work on-site. Next, you’ll explore ways to automate some of the data entry work, using incident types and agreements. Finally, you’ll get an overview of how assets, inventory, and purchasing work in Field Service. When you’re finished with the course, you’ll have a foundational understanding of Dynamics 365 for Field Service, and how to use it to provide great on-site service to your customers.
Author Name: Amber Israelsen
Author Description:
Amber has been a software developer and technical trainer for over two decades, sharing her expertise in AI, machine learning, AWS, and Power Apps with students around the world. She has a knack for making complex tech topics easy to grasp, whether you’re a developer, designer, or business professional. Amber holds certifications in machine learning, AWS, and various Microsoft technologies, including her experience as a former Microsoft Certified Trainer. With a strong background in visual com… more