Program Outline
Implement field service solutions using Microsoft Dynamics 365 Field Service
Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.
Delivery
Virtual, On-site, or Hybrid
Duration
4 days
Product
Dynamics 365
Role
Functional Consultant
Microsoft
Business ApplicationsDynamics 365 Field Service Functional Consultant Associate
Dynamics 365
Best Fit
Audience Profile
Who This Program Is For
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Overview
Program Summary
Warning This certification, related exam, and renewal assessments will retire on June 30, 2026.
Course Outline
Complete Module Sequence
Review the full module sequence for this program, including the primary topic coverage in each module where available.
1Module 1
Implement Microsoft Dynamics 365 Field Service
+
Module 1
Implement Microsoft Dynamics 365 Field Service
Field service companies often realize they need help as they discover that workflow inefficiencies are preventing growth and limiting revenue. Taking the right steps to configure Dynamics 365 Field Service will save you time during your implementation.
- Configure Microsoft Dynamics 365 Field Service
- Work order management in Dynamics 365 Field Service
- Define agreements in Dynamics 365 Field Service
- Use service-level agreements and entitlements in Dynamics 365 Field Service
- Create custom apps for Dynamics 365 Field Service
- Get started with the Dynamics 365 Field Service Mobile application
- Customize and configure the Dynamics 365 Field Service Mobile application
2Module 2
Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
+
Module 2
Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
Schedule anything to the right resource for any job or task with ease. Universal Resource Scheduling (URS) is a Dynamics 365 solution that allows organizations from different industries with different scenarios.
- Configure bookable resources in Dynamics 365 Field Service
- Manage scheduling options in Dynamics 365 for Field Service
- Customize the schedule board in Dynamics 365 Field Service
- Deploying Resource Scheduling Optimization
- Use Resource Scheduling Optimization for Dynamics 365 Field Service
- Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
3Module 3
Manage work orders in Dynamics 365 Field Service
+
Module 3
Manage work orders in Dynamics 365 Field Service
Do you use work orders to manage engagements with your customers? This learning path discusses how to use and manage work orders using Dynamics 365 Field Service.
- Work order management in Dynamics 365 Field Service
- Define agreements in Dynamics 365 Field Service
- Use service-level agreements and entitlements in Dynamics 365 Field Service
- Incident types in Dynamics 365 Field Service
- Inspections in Dynamics 365 Field Service
- Customer assets in Dynamics 365 Field Service
4Module 4
Solve problems in real time with Dynamics 365 Remote Assist
+
Module 4
Solve problems in real time with Dynamics 365 Remote Assist
Empower technicians to collaborate more efficiently by working together from different locations with Dynamics 365 Remote Assist on HoloLens, HoloLens 2, Android, or iOS devices. This Learning Path starts with an introduction to Remote Assist and then moves into integrating Remote Assist with Dynamics 365 Field Service.
- Get started with making Remote Assist calls
- Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
Coverage Areas
Topic Coverage
Coverage Item 1
Configure field service applications
Coverage Item 2
Manage work orders and customer assets
Coverage Item 3
Schedule and dispatch work orders
Coverage Item 4
Manage the Field Service mobile app
Coverage Item 5
Manage inventory and purchasing by using the built-in inventory management system
Coverage Item 6
Implement Microsoft Power Platform
Customization
Adapt This Program for Your Team
We can adapt this program around your team structure, platform priorities, delivery goals, and the scenarios your people need to work through in practice.
- •Align labs to your Microsoft tenant and workload scenarios
- •Add readiness checks and exam preparation reviews
- •Extend delivery with role-specific implementation workshops
