Introduction

Completed

Dynamics 365 Field Service provides organizations with the tools necessary to deliver onsite services to their customers and manage their mobile workforce. Field Service provides tools that assist with standard field service activities. These activities include:

  • creating work orders.
  • scheduling and dispatching technicians.
  • executing on work orders.
  • managing and servicing assets.
  • managing inventory and billing.

Dynamics 365 Field Service helps equip technicians with what they need to increase first-time fix rates.

This module introduces Dynamics 365 Field Service and how organizations can use it to support field service scenarios. Additionally, it explains how this functionality helps businesses make better decisions quickly, by bringing together a complete end-to-end solution.

After completing this module, you'll be able to:

  • Describe field service.
  • Describe a typical field service lifecycle.
  • Describe incident types and service tasks.
  • Describe inspections.
  • Explain the Dynamics 365 Field Service mobile application.
  • Describe how to use Copilot for faster work order creation and scheduling.

Now let's get started.