About this course
This two-day instructor-led course introduces participants to the Field Service Module in Microsoft Dynamics CRM. The course focuses on Field Service module functionality and on participants with a role in mobile workforce organisations.
This course demonstrates the Field Service capabilities to provide a complete Field Service management solution, including service locations, customer assets, preventative maintenance, work order management, resource management, product inventory, scheduling and dispatch, mobility, collaboration, customer billing, and analytics.
This training will be given by a certified trainer from Admiral Dynamics, in cooperation with knowledge center SBM. Therefore, subscriptions will be done through the SBM website.
This course is intended for organizations who plan to implement, use, maintain, or support Microsoft Dynamics CRM in their organization.
The course is intended for key users, field service dispatchers and service managers who use Microsoft Dynamics CRM Field Service module to maintain, plan and support their Field Service activities through automation of Field Service business processes and Mobility Workforce Management tools.
This hands-on course gives an overview of the Field Service module within Microsoft Dynamics CRM.
- Introduction to Field Service
- Integration with Customer Service Management Module
- Resource and Skills Management
- Service Tasks and Incident Types
- Territory Management
- Work Order & Agreement Management
- Service and Billing Accounts
- Customer Equipment
- Price Lists and Products/Services Catalogue
- Configuring and Using the Scheduler Board
- Using the mobile app in the Field
- Purchase & Inventory Management
When acquiring new skills, learning by doing is the best method. Hands-on exercises are an important part of the training.
The participant needs working knowledge on Dynamics CRM, Microsoft Windows, Microsoft Outlook, Microsoft Word and Microsoft Excel.
It is recommended to follow the course “Analyse your data” first, which will give you a more complete view on the possibilities for this and other modules. Check out our events page for the exact dates of this course.
This training will be given in Dutch.
The CRM trainer will alternate his/her explanation of CRM concepts and demos (50% of the course) with hands-on exercises (50%).
Important: Participants should bring their own laptop. Each student will get access to an individual online Microsoft Dynamics demo environment.
Maximum number of students is limited to 12, because of didactic reasons.
Tip: This training can also be organised as an inhouse/customised training! Please get in touch if this would be more appropriate for your company.
Date and location
|23 November 2018||SBM, Tramstraat 63, 9052 Gent (Zwijnaarde)|
|30 November 2018||SBM, Tramstraat 63, 9052 Gent (Zwijnaarde)|
- Session 1: Friday 23/11/2018, 9:00 – 12:00
- Session 2: Friday 23/11/2018, 13:00 – 16:00
- Session 3: Friday 30/11/2018, 9:00 – 12:00
- Session 4: Friday 30/11/2018, 13:00 – 16:00
600 euro per participant (VAT exclusive).
Questions or other requirements?
Do you have questions about this session? Want to know more about other courses? Would you like to receive an in-house/customised training?
Don’t hesitate to contact us, we are happy to help you.