[Free] Field Service In Dynamics 365 Ce Complete Tutorial

Field Service in Dynamics 365 CE and end to end tutorial – Free Course

What you’ll learn

  • Field Service – Installation
  • Field Service – Configuration
  • Field Service – Mobile Apps
  • Field Service – Work Order
  • Field Service – Bookings
  • Field Service – End to End Demo

Requirements

  • Basic understanding on CRM
  • Basics of Sales App in Dynamics 365

Description

This course will cover the details of field service in dynamics 365 and will also learn how to set up dynamics 365 Field service model driven app and also will see how can I install Dynamics 365 field service mobile, we will also learn how bookings works, work order, schedule board and also the end to end implementation of dynamics 365 per service.

The Dynamics 365 Field Service business application helps organizations deliver onsite service to customer locations. The application combines workflow automation, scheduling algorithms, and mobility to set up mobile workers for success when they’re onsite with customers fixing issues.

The Field Service application enables you to:

  • Improve first-time fix rate

  • Complete more service calls per technician per week

  • Manage follow-up work and take advantage of upsell and cross sell opportunities

  • Reduce travel time, mileage, and vehicle wear and tear

  • Organize and track resolution of customer issues

  • Communicate an accurate arrival time to customers

  • Provide accurate account and equipment history to the field technician

  • Keep customers updated with the status of their service call and when it’s resolved

  • Schedule onsite visits when it’s convenient for the customer

  • Avoid equipment downtime through preventative maintenance

  • Here are some examples of the types of organizations that use the application to manage their field service:

    • Manufacturing – A medical device manufacturer sells machines to hospitals and clinics, and uses the application to manage maintenance services over the lifetime of the machines.

    • Utilities – A fiber optic cable utility company uses the application to respond to outages by dispatching technicians to problem areas.

    • Health care – An in-home health care service provider uses the application to schedule and dispatch healthcare workers to administer medicine and other care to multiple patients.

    • Equipment maintenance – A facilities manager uses the application to deliver maintenance and repair services for heating and cooling equipment.

Author(s): Sanjaya Prakash Pradhan
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