Microsoft Dynamics 365 Field Service Training in Germany

  • Learn via: Classroom
  • Duration: 4 Days
  • Level: Intermediate
  • Price: From €3,757+VAT
We can host this training at your preferred location. Contact us!

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Audience profile

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Accessing your courseware and registering attendance with Microsoft

To access your Official Curriculum (MOC) course materials you will need a Microsoft.com/Learn account. In Learn you will also be able to register your completion of the event and receive your achievement badge. You will be issued with a unique code during your event.

After completing this course, you will be able to:

  • Identify the key components involved in Field Service Implementations.
  • Define the products and services that will be delivered to customers.
  • Determine which pricing options to use in specific scenarios.
  • Determine which resources are required.

Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

you will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization

Module 2: Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping

Module 3: Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

you will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records

Module 4: Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

  • Creating an incident
  • Using service tasks

you will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents

Module 5: Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.

Lessons

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

you will be able to:

  • Configure work orders
  • Schedule resources using work orders

Module 6: Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers

Module 7: Inventory and Purchasing
In this module, we will learn about management of customer assets.

Lessons

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

you will be able to:

  • Create customer asset records
  • Manage inventory, purchasing and returns

Module 8: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

you will be able to:

  • Describe Universal Resource Scheduling
  • Enable an entity for URS

Module 10: Managing Scheduling Options
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

you will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources

Module 11: Customizing the Schedule Board
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.

Lessons

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

you will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board

Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

you will be able to:

  • Define optimization for an organization
  • Schedule single resources


Contact us for more detail about our trainings and for all other enquiries!

Upcoming Trainings

Join our public courses in our Germany facilities. Private class trainings will be organized at the location of your preference, according to your schedule.

Classroom / Virtual Classroom
01 August 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
04 August 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
08 August 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
21 August 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
03 September 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
03 September 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
19 September 2024
Berlin, Hamburg, Münih
4 Days
Classroom / Virtual Classroom
07 Oktober 2024
Berlin, Hamburg, Münih
4 Days
Microsoft Dynamics 365 Field Service Training Course in Germany

The Federal Republic of Germany is the second most populous country in Europe and is located in Central Europe. The official language of the country is German. Germany is one of the richest countries in the world. The main exports of the country include motor vehicles and iron and steel products.

Here are some fun facts about Germany:
The fairy tale writer, the Brothers Grimm, came from Germany and wrote many famous stories such as Cinderella, Snow White, and Sleeping Beauty.
Germany is home to the largest theme park in Europe, the Europa-Park.
The famous composer Ludwig van Beethoven was born in Germany.
The Autobahn, the German highway system, is known for having no general speed limit.


Berlin was divided by the Berlin Wall from 1961 to 1989. Known for its street art, Berlin has many colorful murals and graffiti throughout the city. Also, Berlin is home to many famous museums, such as the Pergamon Museum and the Museum Island. Many clubs and bars stay open until the early hours of the morning in this big city.

Another popular city is Munich, which is famous for its Oktoberfest beer festival that attracts millions of visitors every year. Munich is also home to many historic buildings, including Nymphenburg Palace and the Marienplatz town square.

The country's capital and largest city is Berlin, however Frankfurt is considered to be the business and financial center of Germany. It is home to the Frankfurt Stock Exchange, the European Central Bank, and many other financial institutions. Because of its central location within Europe and its status as a major financial hub, Frankfurt is often referred to as the "Mainhattan," a play on the city's name and its association with the Manhattan financial district in New York City.

Frankfurt is also a major transportation hub, with the largest airport in Germany and one of the largest in Europe, Frankfurt Airport. Additionally, it is a popular destination for tourists, with its historic city center, beautiful parks, and vibrant cultural scene.

Some of the top German technology companies like Siemens AG, Bosch, SAP SE, Deutsche Telekom, Daimler AG and Volkswagen has business centers in Frankfurt. The country has a strong tradition of engineering and innovation, and is home to many other world-class technology companies and research institutions.

Tailored to meet the specific needs of Germany, Bilginç IT Academy combines cutting-edge training methodologies with our comprehensive range of Certification Exam preparation courses and accredited corporate training programs. Experience a transformative approach to IT training that will redefine your expectations.
By using this website you agree to let us use cookies. For further information about our use of cookies, check out our Cookie Policy.