Overview

Skills at a glanceConfigure field service applications (20-25%)Manage work orders and customer assets (25-30%)Schedule and dispatch work orders (15-20%)Manage the Field Service mobile app (5-10%)Manage inventory and purchasing by using the built-in inventory management system (5-10%)Implement Microsoft Power Platform (5-10%)Configure field service applications (20-25%)Configure core Field Service componentsConfigure key required security rolesConfigure territories, postal codes, and organizational unitsConfigure characteristics and proficiency modelsImplement resource roles and categoriesModify default Field Service settingsConfigure trades and trade coveragesConfigure not-to-exceed valuesConfigure Copilot summaryConfigure product and service pricingCreate and configure required product and service typesConfigure minimum charge amounts and durationsDetermine how pricing rules affect the price that is applied to a product on a work orderAssociate products and services with price listsConfigure bookable resourcesCreate and manage bookable resources, including frontline workersConfigure start and end locations for resourcesConfigure pay types and ratesConfigure working hours and working hour templatesManage time off requestsEnable technician time trackingConfigure facilities and equipmentConfigure scheduling of multiple resourcesConfigure and apply Requirement group templatesSet up resource pools and crewsSchedule and visualize pools, crews, and Requirement groups on the schedule boardIntegrate other tools with Field ServiceImplement Dynamics 365 Remote Assist for use with Field ServiceSet up and use Dynamics 365 Remote Assist one-time callUse Dynamics 365 Guides with work ordersManage work orders and customer assets (25-30%)Configure the work order lifecycleConfigure work order types and work order resolutionsConfigure booking status and work order sub-status valuesCreate and manage work ordersCreate a work orderAdd status and sub-status information to a work orderOrganize work orders and resources by geographyAssociate a work order with a price list, service-level agreement, and entitlementClose a work order, including attaching a work order resolutionCreate a work order by using Microsoft 365 Copilot in OutlookManage incidentsConfigure incident types and suggestionsAssign requirement group templates to incident typesAdd service tasks to incidentsAdd products and services to incidentsCreate and manage agreementsConfigure agreementsConfigure automatic generation of work ordersConfigure agreement booking setupConfigure agreement invoicingCreate entitlements for agreementsManage inspectionsCreate inspection templatesAssociate inspections with work orders and customer assetsCreate inspections without work ordersConfigure customer assetsCreate and manage customer assetsConfigure products to enable automatic creation of customer assetsCreate child assetsConfigure 3D asset modelsCreate and manage functional locationsConfigure properties and property templatesSchedule and dispatch work orders (15-20%)Manage scheduling optionsSchedule work orders by using the schedule board and schedule assistantConfigure fulfillment preferencesConfigure quick scheduling ("quick book")Configure resource requirements for multi-day schedulingConfigure, customize, and manage schedule boardsConfigure and manage schedule boards, including customizing viewsConfigure the Requirements panelConfigure the integrated map featureCustomize a schedule boardConfigure the schedule assistantConfigure schedule assistant settingsApply filtering constraintsTroubleshoot the schedule assistantConfigure Universal Resource SchedulingEnable scheduling for a table, including configuring the metadataConfigure geocoding for a custom tableConfigure booking timestamps, booking journals, and actualsManage the Field Service mobile app (5-10%)Deliver work orders by using the mobile appComplete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reportsService and maintain customer assets, including IoT devicesPerform inspections, including adding ad hoc inspectionsManage working offlinePerform time entryLaunch related apps, including Dynamics 365 Remote Assist and GuidesSet up the mobile appConfigure security rolesCustomize the mobile app including forms, views, pages, and navigationEnable and configure location tracking and geofencingConfigure offline profiles and synchronization featuresConfigure push notificationsConfigure barcode featuresInstall the mobile appConfigure technician service reportsManage inventory and purchasing by using the built-in inventory management system (5-10%)Manage inventory and warehousesSet up inventory and warehousesView product inventoryAdjust inventory levelsTransfer inventory between warehousesManually update inventory by using inventory journalsManage purchasing and product returnsCreate purchase ordersCreate a list of receivable products for a purchase orderCreate return merchandise authorizationsCreate return to vendor transactionsFinalize returnsImplement Microsoft Power Platform (5-10%)Configure model-driven appsCreate and configure formsCreate and configure viewsConfigure navigationCreate custom apps and automationsCreate task-specific canvas apps and custom pagesEmbed apps in Field ServiceUse Power Automate cloud flows to automate tasks and enhance Field Service

Skills

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