Drive Team Excellence with Microsoft Dynamics 365 Field Service Corporate Training

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.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
""""

Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • 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.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning 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 Should Attend?

This program suits professionals at many levels across the organization, including:

  • 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

What are the Prerequisites?

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

Request a Quote for your Corporate Training Requirements

Valid number

Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Microsoft Dynamics 365 Field Service Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Microsoft Dynamics 365 Field Service Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Microsoft Dynamics 365 Field Service Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

Request a Group Training Quote
""
How Many Team Members Need Training?
Please select an option or fill in the custom field.
"'

Is Your Corporate Training Requirement Only for Microsoft Dynamics 365 Field Service?

Please select at least one course.
""
Add the List of Training Workshops
search icon

      Please select the course

      No. of Courses selected: 0

      Clear

      Upload a CSV

      Send us your Training Requirements in 3 Easy steps

      1. 1
      2. 2
        Add the required training workshops
      3. 3
        Upload to get a quick quote or email it to contact@edstellar.com

      ""

      Looking for a Complete Package?

      Looking for a one-time pricing option for all your annual training requirements?

      View Corporate Training Packages
      ""
      Select the Option that Best Describes Your Corporate Training Requirement

      Please select an option or choose from the recurring options.
      ""
      Verify and Submit Your Request

      Review Your Corporate Training Selection Summary

      Training Program: Microsoft Dynamics 365 Field Service Training

      1. No of Team Members

      2. Selected Training Preference

      3. Selected Recurring Sessions

      1

      Review your Requirements

      Training Workshops Selected :


        Excel
        File has been
        successfully uploaded.
        Fill the form to submit
 your details
        Submit Your Professional Contact Information
        Valid number
        We've received your enquiry. Our team will be in touch soon.
        Oops! Something went wrong while submitting the form.
        Starter
        120 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        64 hours of group training (includes VILT/In-person On-site)

        Tailored for SMBs

        Growth
        320 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        160 hours of group training (includes VILT/In-person On-site)

        Ideal for growing SMBs

        Enterprise
        800 licences

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        400 hours of group training (includes VILT/In-person On-site)

        Designed for large corporations

        Custom
        Unlimited licenses

        Tailor-Made Trainee Licenses with Our Exclusive Training Packages!

        View Package

        Unlimited duration

        Designed for large corporations

        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "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

        Recognition That Motivates Your Team

        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.

        Recognition That Motivates Your Team

        Other Related Corporate Training Courses