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Drive Team Excellence with Microsoft Dynamics 365 Field Service Corporate Training

Empower your teams with expert-led on-site, off-site, and virtual Microsoft Dynamics 365 Field Service Training through Edstellar, a premier corporate training provider for organizations globally. Designed to meet your specific training needs, this group training program ensures your team is primed to drive your business goals. Help your employees build lasting capabilities that translate into real performance gains.

Microsoft Dynamics 365 Field Service is a powerful tool designed to optimize the efficiency of field service operations in an organization. This Microsoft Dynamics 365 Field Service training course introduces teams to the essentials of the service, emphasizing its importance in streamlining field operations, managing resources effectively, and enhancing customer satisfaction. It's not just about learning a system but transforming how organizations handle their field services.

The Edstellar instructor-led Microsoft Dynamics 365 Field Service training course stands out for its practical, industry-focused approach. Delivered virtually/onsite, our training is led by industry experts with domain experience, ensuring the curriculum is relevant and customizable to meet your organization's specific needs. Our training empowers professionals to leverage Microsoft Dynamics 365 Field Service to its fullest potential, enhancing individual and team performance.

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Delivery Capability Across 100+ Countries & 10+ Languages
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Key Skills Employees Gain from instructor-led Microsoft Dynamics 365 Field Service Training

Microsoft Dynamics 365 Field Service skills corporate training will enable teams to effectively apply their learnings at work.

  • Customer Experience Management
    Customer Experience Management involves designing and improving customer interactions to enhance satisfaction. This skill is important for roles in marketing, sales, and support, as it drives loyalty and revenue.
  • Field Operations Optimization
    Field Operations Optimization involves enhancing efficiency and productivity in on-site operations. This skill is important for roles in logistics and supply chain management, ensuring streamlined processes and cost savings.
  • Resource Utilization Management
    Resource Utilization Management involves optimizing the use of resources to enhance efficiency and productivity. This skill is important for project managers and operations leaders to ensure cost-effectiveness and timely project delivery.
  • Inventory and Logistics Management
    Inventory and Logistics Management involves overseeing stock levels and supply chain processes. This skill is important for ensuring timely delivery, reducing costs, and enhancing customer satisfaction in roles like supply chain manager and logistics coordinator.
  • Troubleshooting Techniques
    Troubleshooting Techniques involve systematic problem-solving to identify and resolve issues efficiently. This skill is important for IT support roles, ensuring minimal downtime and optimal performance.
  • Real-time Data Analysis
    Real-Time Data Analysis involves processing and interpreting data as it is generated. This skill is important for roles like data analysts and business intelligence professionals, enabling timely decision-making and strategic insights.

Key Learning Outcomes of Microsoft Dynamics 365 Field Service Training Workshop for Employees

Upon completing Edstellar’s Microsoft Dynamics 365 Field Service workshop, employees will gain valuable, job-relevant insights and develop the confidence to apply their learning effectively in the professional environment.

  • Enhance customer experiences by managing field service interactions and resolutions using Dynamics 365 tools
  • Streamline field operations through optimized scheduling and resource allocation, directly impacting operational efficiency
  • Maximize resource utilization by leveraging Dynamics 365 to manage inventory, logistics, and field staff deployment effectively
  • Elevate service quality by implementing advanced techniques for troubleshooting and problem-solving in field service scenarios
  • Improve decision-making by analyzing and utilizing real-time data and analytics within Dynamics 365 for strategic field service management

Key Benefits of the Microsoft Dynamics 365 Field Service Group Training with Instructor-led Face to Face and Virtual Options

Attending our Microsoft Dynamics 365 Field Service group training classes provides your team with a powerful opportunity to build skills, boost confidence, and develop a deeper understanding of the concepts that matter most. The collaborative learning environment fosters knowledge sharing and enables employees to translate insights into actionable work outcomes.

  • Develops proficiency in utilizing real-time data for informed decision-making
  • Enhances ability to streamline workflows and increase operational efficiency
  • Provides insights into maximizing the use of mobile technologies for field service
  • Equips the team with advanced techniques for efficient resource scheduling and management
  • Empowers professionals with the skills to optimize customer engagement and service delivery

Topics and Outline of Microsoft Dynamics 365 Field Service Training

Our virtual and on-premise Microsoft Dynamics 365 Field Service training curriculum is structured into focused modules developed by industry experts. This training for organizations provides an interactive learning experience that addresses the evolving demands of the workplace, making it both relevant and practical.

  1. Configuring the Microsoft Dynamics 365 field services
    • Setting up field service parameters
    • Understanding user roles and permissions
    • Customizing work order forms and fields
  2. Configuring bookable resources
    • Defining and categorizing resource types
    • Managing resource profiles and skills
    • Scheduling parameters for resource availability
  3. Scheduling resource pools, facilities, and crews
    • Strategies for organizing resource pools
    • Facility scheduling and management
    • Crew assignments and coordination
  1. Work order management
    • Creating and updating work orders
    • Automating work order processes
    • Monitoring and tracking work order status
  2. Agreements, inventory, and purchasing
    • Establishing service agreements
    • Effective inventory management practices
    • Streamlining the purchasing process
  3. Managing incident types
    • Identifying and categorizing incidents
    • Creating templates for common incidents
    • Linking incidents to work orders
  4. Inspections
    • Designing and implementing inspection processes
    • Integrating inspections with work orders
    • Utilizing inspection data for service improvement
  1. Managing scheduling options
    • Exploring different scheduling methodologies
    • Customizing scheduling parameters
    • Balancing workload and resources
  2. Customizing the schedule boards
    • Personalizing schedule board layouts
    • Implementing filters and views
    • Integrating real-time data and updates
  3. Deploying the resource scheduling optimization
    • Understanding optimization goals and constraints
    • Setting up optimization profiles
    • Monitoring and refining optimization results
  1. Getting started with the Field Service Mobile App
    • Initial setup and configuration
    • Navigating the mobile app interface
    • Essential features and functionalities
  2. Customizing and configuring the mobile app
    • Tailoring the app to specific business needs
    • Implementing custom fields and workflows
    • Ensuring data synchronization and security
  3. Integrating the Remote Assist
    • Setting up Remote Assist with Field Service
    • Conducting remote support sessions
    • Leveraging AR technology for field services
  1. Configuring the Field Service work orders
    • Linking inventory management to work orders
    • Automating parts and materials requisition
    • Tracking inventory usage and replenishment
  1. Customer assets
    • Cataloging and managing customer assets
    • Asset lifecycle tracking
    • Integrating assets with service processes
  2. Creating work orders from IoT data
    • Leveraging IoT for proactive service
    • Automating work order creation from IoT alerts
    • Analyzing IoT data for service insights
  1. Creating custom apps
    • Utilizing Power Apps for custom solutions
    • Designing user-friendly interfaces
    • Integrating apps with Field Service data
  2. Gathering feedback from the Customer Voice
    • Implementing feedback mechanisms
    • Analyzing customer feedback for service improvement
    • Integrating Customer Voice with Field Service operations

Who Can Take the Microsoft Dynamics 365 Field Service Training Course

The Microsoft Dynamics 365 Field Service training program can also be taken by professionals at various levels in the organization.

  • Field Service Managers
  • Service Technicians
  • CRM Managers
  • Operations Managers
  • Support Coordinators
  • Business Analysts
  • Application Consultants
  • Service Delivery Managers
  • Technical Support Specialists
  • Field Service Supervisors
  • Solution Architects
  • Data Analysts

Prerequisites for Microsoft Dynamics 365 Field Service Training

Professionals who have a basic understanding of CRM systems and general field service processes can take the Microsoft Dynamics 365 Field Service training.

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Corporate Group Training Delivery Modes
for Microsoft Dynamics 365 Field Service Training

At Edstellar, we understand the importance of impactful and engaging training for employees. As a leading Microsoft Dynamics 365 Field Service training provider, we ensure the training is more interactive by offering Face-to-Face onsite/in-house or virtual/online sessions for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

Virtual Microsoft Dynamics 365 Field Service Training

Edstellar's Microsoft Dynamics 365 Field Service virtual/online training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
On-site Microsoft Dynamics 365 Field Service Training

Edstellar's Microsoft Dynamics 365 Field Service inhouse face to face instructor-led training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
Off-site Microsoft Dynamics 365 Field Service Training

Edstellar's Microsoft Dynamics 365 Field Service offsite face-to-face instructor-led group training offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Microsoft Dynamics 365 Field Service Corporate Training

Looking for pricing details for onsite, offsite, or virtual instructor-led Microsoft Dynamics 365 Field Service training? Get a customized proposal tailored to your team’s specific needs.

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        Edstellar: Your Go-to Microsoft Dynamics 365 Field Service Training Company

        Experienced Trainers

        Our trainers bring years of industry expertise to ensure the training is practical and impactful.

        Quality Training

        With a strong track record of delivering training worldwide, Edstellar maintains its reputation for its quality and training engagement.

        Industry-Relevant Curriculum

        Our course is designed by experts and is tailored to meet the demands of the current industry.

        Customizable Training

        Our course can be customized to meet the unique needs and goals of your organization.

        Comprehensive Support

        We provide pre and post training support to your organization to ensure a complete learning experience.

        Multilingual Training Capabilities

        We offer training in multiple languages to cater to diverse and global teams.

        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "The Microsoft Dynamics 365 Field Service course revolutionized how I approach my daily responsibilities. As a Field Service Consultant, understanding advanced methodologies was essential, and this training delivered real-world experience. My productivity and technical capabilities have increased dramatically since applying these concepts. The instructor's insights on interactive labs have proven instrumental in my professional advancement.”

        Alphonso Hawkins

        Field Service Consultant,

        Global Technology Solutions Provider

        "The Microsoft Dynamics 365 Field Service training provided critical insights into practical applications that enhanced my consulting capabilities. As a Solutions Architect, I now leverage real-world case studies with exercises on expert-led workshops prepared me perfectly for real-world client scenarios. Our solution delivery efficiency and quality have increased substantially across the board, demonstrating immediate value from this investment.”

        Meng Peng

        Solutions Architect,

        IT Services and Solutions Provider

        "This Microsoft Dynamics 365 Field Service course provided our team with comprehensive strategic frameworks capabilities we immediately put into practice. As a Service Operations Manager managing complex technical processes that significantly enhanced our delivery capacity. Our stakeholder satisfaction and NPS scores reached unprecedented all-time highs. The training fundamentally improved our team's performance metrics and overall efficiency.”

        Vimala John

        Service Operations Manager,

        Technology Consulting Services Company

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Get Your Team Members Recognized with Edstellar’s Course Certificate

        Upon successful completion of the training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Certificate of Excellence

        We have Expert Trainers to Meet Your Microsoft Dynamics 365 Field Service Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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