Description.
This course provides students an overview of the inventory management and purchasing capabilities for Dynamics 365 for Field Service. Students will be shown how to manage inventory including transferring inventory between different warehouses. We will walk through the Purchase Order lifecycle process. Finally, students will see how agreements can be used to schedule preventative maintenance Work Orders.
This course helps prepare you for assessment Microsoft Dynamics 365 for Field Service.
What are the goals for this course?
- Explain the Work Order Life Cycle
- Review the Records that are Used With Work Orders
- Explain Customer Assets in Field Service
- Explain how to Create and Manage Agreements
- Demonstrate how to Defining Bookings and Invoices
- Explain how Customer Assets are used in Field Service
- Explain the Purchasing Process
- Describe how to Manage Adjustments and Transfers
- Some basic experience using Windows applications
- Knowledge of basic sales, marketing, and customer service roles in a business
- Completed the Introduction to CRM course
What are the prerequisites to consume this course?
Module 01: Work Order
- Work Orders
- Work Order Life Cycle
- Work Order Relationships
- Create a Work Order
- Work Order Status
- Additional Fields of Note
- Set Priorities
- Incident Types
- Service Tasks Types
- Closing Work Orders
Module 02: Agreements in Field Service
- Agreements
- Defining Agreements
- Agreements Bookings Setup
- Setting Up and Defining Invoices
- Things to Consider
Module 03: Inventory and Purchasing
- Customer Assets
- Managing Inventory
- Purchasing
- Processing Returns
- Things to Consider
Выездное обслуживание:
- Dynamics 365