MEAPSA

Work order management in Dynamics 365 Field Service

Use agreements to help creating Work Orders on a predefined schedule such as in preventative maintenance scenarios. Additionally, by using inventory, they can more effectively manage inventory levels at warehouses and ensure that technicians have what they need to deliver services to their customer while in the field. Dynamics 365 has several foundational elements that can be configured to better tailor a Field Service implementation to meet the desired needs of an organization.

Functional Consultant

Dynamics 365

Field Service

Module Objectives

In this module, you will:

Identify the work order lifecycle
Identify the different options available for creating work orders
Use related records such as service accounts, incidents, products and services, and other items with work orders
Apply entitlements
Create and manage agreements
Create and manage service level agreements (SLAs) for work orders
Define and manage inventory and warehouses

Units

Overview of the Field Service work order lifecycle min
Create and define work orders min
Work with work order-related records min
Work with incidents min
Scheduling considerations min
Work with inventory and warehouses min
Customer assets min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of how to navigate the Dynamics 365 application. An understanding of the Field Service application is helpful.