Learn the fundamentals of Microsoft Dynamics 365 Field Service: This learning path introduces learners to Dynamics 365 Field Service. Be sure to check back as we grow our catalog. Looking for training outside of documentation? Here are some of our training resources, including free self-paced content on Microsoft Learn, instructor-led training, and certifications, organized by role. Take a look at the following video for a full walkthrough of Field Service and its functionality. General Field Service implementation best practices. It also points toward extensibility and developer instructions. The purpose of this section is to provide implementation guidance and best practices, both technical and strategic. Step 6: Connected Field Service on the mobile app. Step 5: Create IoT alerts and convert them to work orders. 
Step 1: Installation and setup - Connected Field Service for Azure IoT Hub. Quickstart: Auto schedule a list of work orders. What is Resource Scheduling Optimization?. Overview of inventory, purchasing, and returnsĪutomated scheduling (Resource Scheduling Optimization). The purpose of this section is to help you explore all the features of Field Service and configure more detailed scenarios and business requirements. Add a customer, location, and related account details to a work order. Create work order templates with incident types. Universal Resource Scheduling for Field Service. 
Quickstart - Create and schedule a work order. The purpose of this section is to help you configure work order management, which is a core capability of Field Service. Get started with Microsoft Dynamics 365 Field Service mobile app. 
The purpose of this section is to help you set up a Field Service environment.
Set up Connected Field Service with Azure IoTCentral. Module 10: Set up and use Dynamics 365 Remote Assist with Field Service. Module 9a: Automated scheduling scenarios with Field Service. Module 8b: Set up automatic scheduling for work orders. Module 6: Dynamics 365 Field Service mobile app (Microsoft Power Platform). Using Field Service work orders, scheduling, mobile app, reporting, and more. Provide proactive maintenance with Dynamics 365 Field Service. Transform field service with Microsoft Dynamics 365. Deliver connected customer service with Dynamics 365 Field Service. 
Watch a short video (3:51) on the benefits of Dynamics 365 Field Service. The purpose of this section is to understand what Dynamics 365 Field Service is and why it's valuable to customers. Resourcesīefore we begin, here are the top places for information about Field Service: Not sure what you're looking for, where to begin, or how to improve your Field Service knowledge? Use this guide to see a bird's eye view of the Dynamics 365 Field Service resources.
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