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Work order and delivery execution for Dynamics 365 for Field Service

Learn how to the work order and inventory management tools available in Dynamics 365 for Field Service can be leveraged to efficiently deliver and execute work being delivered by a mobile work force.

Course Overview

More and more organizations are relying on mobile work forces to deliver their products and services to their customer. Dynamics 365 for Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in efficiently identifying and scheduling resources as well as assisting in managing workloads for mobile workers.

This course, regardless of you experience with Dynamics 365’s Field Service application will equip students with the skills necessary to deliver and execute identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying what a typical work order lifecycle looks like as well as the organizational considerations that will drive configuration decisions. Additionally, it will focus on common components that are commonly used and are related to work orders including agreements, inventory components, and purchasing, as well as mobility strategies.

This course helps students better understand the bigger picture and end goals focused around work order delivery and execution that aid in designing more efficient solutions that align with customer and organizational goals.

What You’ll Learn:

After completing this course, you will be able to:

  • Identify the key areas involved in a work orders lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application


Before attending this course, students must have:

  • Basic understanding of Dynamics 365 features, functionality, and navigation.
  • Familiarity with Dynamics 365 configuration is helpful.


Module 1: Field Service Work Orders

After completing this module, students will be able to.

  • Configure Field Service Work Orders
    • Work Order Lifecycle
    • Work Order Scheduling
    • Work Order Statuses
  • Creating Work Orders
    • Options for creating Work Orders
    • Manual Work Order Creation
    • Creating Work Orders from other records
    • Work Order creation Considerations
  • Managing Work Orders
    • Work Order Related Information
    • Working with Incidents
    • Using Territories, Priorities, and Preferences
    • Closing Work Orders

Module 2: Field Service Agreements

After completing this module, students will be able to.

  • Using Field Service Agreements
    • Agreement Overview
    • Determining when Agreements are a good fit
    • Defining Agreements
    • Working with Agreement Statuses
  • Setup Bookings
    • Work Order Settings
    • Booking Settings
    • Defining Recurrence Patterns
    • Adding Incidents
  • Setup Invoices
    • Add Invoice Products
    • Define a Schedule
    • Activating agreements

Module 3: Inventory & Purchasing

After completing this module, students will be able to.

  • Manage Customer Assets
    • Overview of Customer Assets
    • Defining Customer Assets
    • Manual Creation
    • Auto Creation
    • Customer Assets and Work Orders
  • Manage Inventory
    • Defining Warehouses
    • Working with Product Inventory
    • Inventory Adjustments and Transfers
  • Purchasing and Returns
    • Working with Purchase orders
    • Creating Purchase Orders
    • Purchase order Approval
    • Receive PO Products
    • Merchandise Returns

Module 4: Field Service Mobile

After completing this module, students will be able to.

  • Field Service Mobile Application Overview
    • Mobile Application Overview
    • Navigating the Application
    • Working with Bookings
    • Time Off Requests
    • Using the Interactive Map
  • Install and Deploy Field Service Mobile Projects
    • Getting Started deploying the Mobile Application
    • Understanding Version Numbers
    • Importing the Customization solution
    • Activating Mobile Licenses
  • Manage Mobile Projects
    • Importing Field Service Projects
    • Defining Project Priorities
    • Working with Security Roles
    • Editing Mobile Projects
    • Project Configuration
  • Deploy the Mobile Client
    • Finding the Mobile Application
    • Configuring the Mobile Application