Microsoft Dynamics 365 Field Service

1 Day Course
Hands On
Official Microsoft Curriculum

Book Now - 1 Delivery Method Available:

Classroom Virtual Classroom Private Group - Virtual Self-Paced Online


Microsoft Dynamics 365 Field Services provides schedulers within an organisation to schedule work for Field based Engineering Technicians to record work activities for Customers, either home or business locations. Maintain Work Orders, Schedules and Resources. Manage Customer accounts and potential work, both opportunities and leads. Service Delivery Agreements and Inventories and Purchasing.

This one day course is designed to provide an overview of an end to end service built on Microsoft Dynamics 365, Field Service capabilities include optimising schedules, equipping a mobile workforce, managing assets and processing orders and invoices.


  • Account and Contact Management
  • Work Orders
  • Schedule Board
  • Resources
  • Time Off Requests
  • Agreements
  • Invoices
  • Purchases Orders
  • Customer Assets
  • Warehouse

Target Audience

Schedulers, supervisors and managers who are responsible for associate Field Technicians; to complete their daily tasks, manage assets, maintain customer records, processing orders and invoices and maintain Warehouse supplies.

Training Partners

We work with the following best of breed training partners using our bulk buying power to bring you a wider range of dates, locations and prices.


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Introduction of Field Service in Dynamics 365 (3 topics)

  • The main Field Service Entities
  • Navigating in Field Service for Dynamics
  • Creating Custom Views

Account and Contact Management (4 topics)

  • Account Lists
  • Create New Accounts
  • Contact Lists
  • Create New Contacts

Work Orders (4 topics)

  • An Overview of Work Orders
  • Work Order Lifecycle
  • Create Work Orders
  • Work Order Types and Incident Types

Schedule Board (3 topics)

  • Overview of Scheduling Board
  • Configure the Filter and MA View
  • Schedule Board Settings

Resources and Scheduling (4 topics)

  • Overview of Resources
  • Create a Bookable Resource
  • Set the Working Hours
  • Schedule a Resource Manually and with the Scheduling Assistant

Time Off Requests (2 topics)

  • Overview of Time Off Request
  • Submit Time Off Request

Agreements (4 topics)

  • Overview of Customer Agreements
  • Create a Customer Agreement
  • Add Incidents to an Agreement
  • Add Invoice to a Customer Agreement

Inventory Management (2 topics)

  • Overview of Customer Assets
  • Create Customer Assets

Purchase Orders (3 topics)

  • Overview of Purchase Orders
  • Create a Purchase Order
  • Receipt a Purchase Order

Warehouse (5 topics)

  • Overview of Warehouse Inventory
  • Create an Inventory Transfer
  • Returning Products
  • Return to Vendor (RTV)
  • Return to Manufacturer Authorisation (RMA)


In-depth exposure to any of the Office products is not required.

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