Exercise - Configure Dynamics 365 Field Service
Contoso Health Services wants to ensure they're providing their customer's the service they deserve, and that their field technicians are equipped with the necessary information needed while working in the field. Based on the requirements defined below, you'll need to create a solution that meets the needs of the customers.
Contoso Health Services installs the following home healthcare equipment:
PRO-MONITOR 2000: Most advanced monitoring equipment.
- Takes 7 hours to install
- Requires the technician bring the following products
- PRO-MONITOR 2000 Unit
- PRO-MONITOR 2000 Backup Battery
- PRO-MONITOR 2000 Vitals Monitor
- In addition, the following services are performed
- Power System Test: 1 hr - $150
- The technician must perform the following tasks
- Unbox and layout new equipment – one hour
- Run Line test – 30 Mins
- Install Monitoring System – 5 hours
- Test System – 15 Mins
- Customer Signature & Wrap Up – 15 mins
- Any Technician Installing the system must have the following:
- Level 3 Installation
- Pro Monitor Skills
PRO-MONITOR 1000: Mid-Tier monitoring equipment.
- Takes 5 hours to install
- Requires the technician bring the following products
- PRO-MONITOR 2000 Unit
- PRO-MONITOR 2000 Backup Battery
- PRO-MONITOR 2000 Vitals Monitor
- In addition, the following services are performed
- Power System Test: 1 hr - $150
- The technician must perform the following tasks
- Unbox and layout new equipment – one hour
- Run Line test – 30 Mins
- Install Monitoring System – three hours
- Test System – 15 Mins
- Customer Signature & Wrap Up – 15 mins - Any Technician Installing the system must have the following:
- Level 2 Installation
- Pro Monitor Skills
Specification
You've been tasked with configuring Dynamics 365 Field Service to meet the needs of Contoso Health Services based on the details above. You'll need to ensure you're accomplishing the following.
- Configure Products:
- You'll need to configure the Product Catalog and Price Lists to support the products you sell. You'll need to define and assign the correct field service types to the following items.
- PRO-MONITOR 2000 Unit
- PRO-MONITOR 2000 Backup Battery
- PRO-MONITOR 2000 Vitals Monitor
- PRO-MONITOR 2000 Unit
- PRO-MONITOR 2000 Backup Battery
- PRO-MONITOR 2000 Vitals Monitor
- Power System Test
- Price Lists will need to be created that include the different Field Service Products and Services:
- You'll need to configure the Product Catalog and Price Lists to support the products you sell. You'll need to define and assign the correct field service types to the following items.
- Define Work Order Types:
- You'll need to define the following work order types
- Installation
- Home Visit
- Preventative Maintenance
- Emergency Service
- You'll need to define the following work order types
- Define Incident Types:
- You'll need to create the necessary Incident types based on the Information provided above:
- PRO-MONITOR 2000 Install
- PRO-MONITOR 1000 Install
- System not able to read patient vitals
- Loss of Power
- Patient vitals Alarm triggered
- You'll need to create the necessary Incident types based on the Information provided above:
- Create Service Tasks:
- You'll need to define the following Service Tasks
- Unbox and layout new equipment – one hour
- Run Line test – 30 Mins
- Install Monitoring System – 5 hours
- Test System – 15 Mins
- Customer Signature & Wrap Up – 15 mins
- You'll need to define the following Service Tasks
Check your work
To validate that you've completed the work to the requirements, Lets create a new case record test functionality out by following these steps.
- Open the Dynamics 365 Field Service application. Create a new work order. Select one of the defined incident types. Verify that the information is populating correctly. Save and Close your new Work Order.