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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
