Курс "81065 Microsoft Dynamics 365 для выездного обслуживания"
Код: 81065 Специализация: Microsoft Dynamics 365
Продолжительность - 1 день
Производится набор группы
Стоимость:
20 000 руб.
Description
This Digital Learning course provides students with the tools to setup configure and use Dynamics 365 for Field Service. The focus is on the using and understanding how the platform tools that are provided can be leveraged to create supporting items, such as Products and Price Lists, Territories, and Resources. In addition, topics such as Work Orders, Scheduling, Mobility, and Inventory and Purchasing are also reviewed.
This course helps prepare you for exam MB2-718.
What are the goals for this course?
Define Field Service
Describe End to End Field Service
Plan for Field Service
Identify Field Service Security Profiles
Configure initial settings
Use Products and Price Lists in Field Service
Set up and Define Field Service Resources
Describe Work Order Life Cycle
Use Incident Types with Work Orders
Differentiate Customer Assets
Use Scheduling Options in Field Service
Use the Schedule Board
Use Schedule Assistant
Describe Resource Scheduling Optimization
Define Agreements in Field Service
Create and Manage Agreements
Describe Bookings
Process Invoices
Describe Mobility Options available with Dynamics 365
Use Field Service Mobile App
Perform Actions using the Mobile App
Describe how Customer Assets are used
Demonstrate Purchasing in Field Service
Manage Adjustments and Transfers
Handle Returns
A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM Customer Service and Sales training courses
Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality
Программа курса
Module 01: Introduction and Overview
Field Service at a Glance
Field Service Process Flow
Field Service Demonstration
Planning for Field Service
Module 02: Setup and Configuration
Security Roles and Administration Settings
Products and Services
Bookable Resources
Module 03: Work Order Management
Work Orders
Work Order Life Cycle
Work Order Relationships
Accounts
Incident Types
Service Tasks Types
Module 04: Scheduling and Dispatching
Schedule Board
Manually Scheduling
Resource Bookings
Configuration Options
Scheduling Assistant
Module 05: Agreements
Overview of Agreements
Creating and Managing Agreements
Agreements Bookings and Invoices
Creating Invoices
Module 06: Mobility
Things to Consider
Field Service Mobile
Initial Configuration
Managing Work Orders
Module 07: Inventory and Purchasing
Customer Assets
Purchasing
Working with Inventory
Processing Returns
Things to Consider
Облачный сервис Microsoft Dynamics 365 объединил в себе самые последние CRM- и ERP-решения компании для комплексного и более продуктивного управления бизнесом, включая контроль рабочего процесса, распределение ресурсов, формирование различных видов финансовой отчетности, а также повышение качества предоставляемых организацией услуг, анализ клиентской активности или планирование продаж.
Пользователи сервиса Microsoft Dynamics 365 могут использовать широкие возможности интегрированных аналитических инструментов Power BI и сервисов продвинутой аналитики из «облака» Microsoft Azure Cortana Intelligence Suite для оптимизации производства, получения детализированных рыночных прогнозов и создания актуальных, учитывающих множество экономических факторов, маркетинговых планов.
По окончании авторизованного курса Microsoft выдаётся международный сертификат Microsoft
