Course Outline

Module 1: Configure Field Service

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

Module 2: Resource Scheduling Configuration

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

Module 3: Defining and Configuring Bookable Resources

  • Defining bookable resources
  • Resource pools, crews and facilities

Module 4: Configure Incidents

  • Creating an incident
  • Using service tasks

Module 5: Inventory and Work Order Management

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

Module 6: Field Service Agreements

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

Module 7: Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

Module 8: Field Service Mobile

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

Module 9: Universal Resource Scheduling

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

Module 10: Managing Scheduling Options

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

Module 11: Customizing the Schedule Board

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

Module 12: Advanced Scheduling Options

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

Module 13: Connected Field Service

  • Get started
  • IoT Central with Connected Field Service
  • Register and manage devices
  21 Hours
 

Number of participants


Starts

Ends


Dates are subject to availability and take place between 09:30 and 16:30.
Open Training Courses require 5+ participants.

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