81219. Настройка и конфигурирование Microsoft Dynamics 365 для Выездного Обслуживания

Длительность курса 1 день/8 академ. часов.

17 850.00 Р


This course provides a basic overview of how to setup and configure Dynamics 365 for Field Service. Topics will include how to configure Products and Price Lists, setup and define Resources, as well as working with skills, and Territories. We will examine how to create Work Orders and provide tips and tricks to create them more efficiently. Additional considerations such as text messaging, and overview of Connected Field Service, and triggering communication will also be provided.

This course helps prepare you for exam MB2-877.

This course helps prepare you for assessment Microsoft Dynamics 365 for Field Service.

What are the goals for this course?

Describe factors for Planning Field Service Implementations

Explain Field Service Security Profiles

Detail Initial Configuration Settings

Explore how to use Products and Price Lists in Field Service

Demonstrate Setting up Field Service Resources

What are the prerequisites to consume this course?

Some basic experience using Windows applications

Knowledge of basic sales, marketing, and customer service roles in a business

Completed the Introduction to CRM course

Module 01: Setup and Configuration

  • Planning for Field Service
  • Field Service Security Roles
  • Resource Scheduling
  • Geo Location
  • Field Service Administration
  • Products and Services
  • Prices Lists
  • Tax Codes
  • Bookable Resources
  • Additional Configuration Considerations
  • Organizational Units
  • Characteristics and Skills
  • Resource Roles and Categories

Module 02: Additional Considerations

  • Universal Scheduling
  • Connected Field Service
  • Communication Considerations
  • Glympse Integration
Выездное обслуживание:
  • Dynamics 365
Установка, настройка:
  • Dynamics 365