Dynamics 365 Field Service Functional Consultant Associate

2 – 3 weeks
Flexible Schedule

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Summary of the Curriculum

This course covers implementation and managing end-to-end field service operations using Dynamics 365 Field Service. You’ll learn how to configure resources, work orders, scheduling, and inventory. Topics include mobile workforce setup, remote assist integrations, customer asset management, and IoT-based service automation. You’ll also explore Connected Field Service, resource scheduling optimization, and Microsoft Power Platform integrations. Ideal for professionals aiming to streamline service delivery and boost operational efficiency.

Relevant Industries

Facilities Management, Utilities, Manufacturing, Telecom, Healthcare Equipment Services, IT Support. 

Overview of Technology

Dynamics 365 Field Service is part of Microsoft’s CRM suite and focuses on delivering on-site service. It includes tools for intelligent scheduling, mobile task execution, asset tracking, and preventive maintenance. The course also integrates with Power Automate, Remote Assist, and Dynamics 365 Customer Service.

Enrollment Process

  • Sign up on the platform and choose your preferred batch.
  • Start your classes on the scheduled date .
  • Get access to learning materials and project dashboards.
  • Begin your training journey with expert-led sessions.
  • Apply your learning through real-world case studies and projects,

 

Detailed Course Curriculum

  1. Configure Field Service Applications (20–25%)
  • Configure the default administration areas of the Field Service application 
  • Set up resources and scheduling options 
  • Configure service agreements and booking setups 
  • Customize the schedule board 
  • Configure incident types and inspections 
  • Integrate with other Microsoft solutions (e.g., Microsoft Power Platform, Dynamics 365 Customer Service, Microsoft 365 apps, Dynamics 365 Remote Assist, Dynamics 365 Guides) 

 

  1. Manage Work Orders and Customer Assets (25–30%)
  • Create and manage work orders throughout their lifecycle 
  • Define and manage agreements 
  • Manage customer assets and build a service history 
  • Set up and manage incident types 
  • Gather customer feedback using Dynamics 365 Customer Voice 

 

  1. Schedule and Dispatch Work Orders (15–20%)
  • Schedule resources to meet customer requirements 
  • Optimize resource allocation by matching skills, location, and availability 
  • Schedule crews, facilities, and resource pooling 
  • Deploy and configure Resource Scheduling Optimization 
  • Manage bookings and dispatch work orders 

 

  1. Manage the Field Service Mobile App (5–10%)
  • Install and configure the Field Service mobile app 
  • Customize and configure the mobile experience for frontline workers 
  • Enable mobile workers to access and update work orders, assets, and inventory on the go 

 

  1. Manage Inventory and Purchasing by Using the Built-in Inventory Management System (5–10%)
  • Track and manage inventory, warehouses, and purchasing processes 
  • Integrate inventory management with work orders and resource scheduling 

 

  1. Implement Microsoft Power Platform (5–10%)
  • Enhance Field Service with Power Platform components (Power Automate, Power Apps) 
  • Create custom apps and automation to extend Field Service functionality 
  • Integrate Connected Field Service for IoT device monitoring and proactive service 

 

Additional Knowledge Areas 

  • Understanding of field service principles, industry terminology, and best practices 
  • Familiarity with the work order lifecycle and uses for Microsoft 365 Copilot in Field Service 
  • Ability to collaborate with solution architects and developers for advanced customizations 

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