CRM Education for Microsoft Dynamics 365

CRM Field Service Training

CRM Field Service for Dynamics 365

Duration: 3 Days
CRM for Dynamics 365 has continued to significantly enhance the Service functionality and specifically Field Service Management.  In this three-day course, we will do a deep dive into CRM for Dynamics 365 Field Service.  Through discussion, demo, and hands-on labs in a CRM for Dynamics 365 environment you will learn how to setup, plan, configure, and deploy the functionality in your organization, including the robust scheduling engine and mobile capabilities for field technicians.

Learn more about how this tool can help your organization.

This course is intended for CRM for Dynamics 365 Administrators, CRM for Dynamics 365 Power Users, and Subject Matter Experts (SMEs) looking to advance their knowledge or learn about FS functionality and capabilities in CRM for Dynamics 365.  See the detailed agenda for specific skills needed for this course.

Recommended Prerequisites
Prerequisites are recommendations, and while not required, they are highly advised to ensure a successful learning experience:

  • Understanding of data or relational databases is helpful
  • Dynamics 365 University CRM Boot Camp is recommended

Topics Covered

Understand configuration and set up

Understand the concepts for the FS module including: resource set up, schedule board, service and incident type

Understand the administration and customization of the schedule board

Understand the mobile user interface

Upcoming Field Service Trainings