As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:
- Schedule resources to meet customer requirements.
- Optimize resources by matching skills, locations, and availability.
- Equip frontline workers with the information and tools to deliver great service.
- Build a service history of customer assets.
You’re responsible for:
- Configuring the default administration areas of the Field Service application.
- Configuring resources and scheduling.
- Configuring service agreements and booking setups.
- Managing work orders, incident types, and bookings.
- Managing customer assets.
- Installing and configuring the Field Service mobile app.
- Enhancing Field Service based on customer requirements.
As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:
- Microsoft Power Platform
- Dynamics 365 Customer Service
- Microsoft 365 apps
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
You should understand:
- Industry terminology
- Field service processes
- Work order lifecycle
- Uses for Copilot in Field Service
- Best practices