Module 1: Configure Bookable Resources in Dynamics 365 Field Service

• Overview of Bookable Resources
• Setup and Configuration
• Define Bookable Resources
• Work with Crews, Facilities, and Pools
• Configure Entities for URS

Module 2: Schedule Crews, Facilities, and Resource Pooling in Dynamics 365 Field Service

• Schedule Multiple Resources and Facilities
• Define Resources
• Work with Fulfillment Preferences
• Work with Requirement Groups
• Crew Facility Resource Pool Scheduling

Module 3: Work Order Management in Dynamics 365 Field Service

• Overview of the field Service Work Order Lifecycle
• Create and Define Work Orders
• Work with Work Order-Related Records
• Work with Incidents
• Scheduling Considerations
• Work with Inventory and Warehouses
• Customer Assets

Module 4: Incident Types in Dynamics 365 Field Service

• Define Incident Types
• Create Incident Types
• Use Incident Types

Module 5: Inspections in Dynamics 365 Field Service

• Create Inspections
• Associate Inspections
• Perform Inspections

Module 6: Manage Scheduling Options in Dynamics 365 for Field Service

• Overview of Scheduling Capabilities
• Overview of the Schedule Board
• Schedule and Reschedule
• Reschedule and Move Items

Module 7: Customize the Schedule Board in Dynamics 365 Field Service

• Work with Multiple Schedule Boards
• Schedule Board Options
• Design and Use Views with the Schedule Board
• Configure Schedule Board Filter Queries

Module 8: Deploying Resource Scheduling Optimization

• Resource Scheduling Optimization Overview
• Setup and Deployment Options
• RSO Configuration Options
• Define Optimization Goals
• Define Optimization Scopes
• Define Optimization Schedules

Module 9: Get Started with the Dynamics 365 Field Service Mobile Application

• Deploy the Mobile Application
• Work with the Mobile Application
• Service Customer Assets
• Work Offline and Update Offline Data
• More Mobile Application Capabilities

Module 10: Customize and Configure the Dynamics 365 Field Service Mobile Application

• Edit the Mobile Application
• Offline Configuration
• Barcode Scanning and Global Search
• Audit Locations
• Configure Push Notifications

Module 11: Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

• Application Setup and User configuration
• Make Remote Assist Calls for Field Service Work Orders
• Make Remote Assist Calls
• Use Field Service Bookings on a HoloLens Device

Module 12: Customer Assets in Dynamics 365 Field Service

• Create Customer Assets
• Associate Customer Assets
• Set up Customer Asset Hierarchies
• Use Functional Locations

Module 13: Set up Field Service to Create Work Orders from IoT Data

• Installation and Setup
• Configure Connected Field Service
• Device Data
• Visualize Device Readings
• IoT Alerts
• Mobile App

Module 14: Create Custom Apps for Dynamics 365 Field Service

• Create Apps from Power Apps
• Deploy the Customer Experiences Portal
• Customize Dynamics 365 Field Service
• Universal Resource Scheduling
• Set up and Customize Schedule Boards

Module 15: Gather Customer Feedback with Dynamics 365 Customer Voice

• Create a Project by Using the Support Template
• Customize Email Templates with Survey Variables
• Configure Power Automate to Send Surveys After a Case is Resolved
• Create Surveys for Omnichannel Surveys and Satisfaction Metrics
• Set up Post Chat Surveys