Configure Microsoft Dynamics 365 Field Service

  • Module
  • 11 Units
Intermediate
Business User
Functional Consultant
Dynamics 365
Field Service

This is the first module in the Dynamics 365 Field Service learning path. Build the foundation your service operation needs by configuring the records, settings, and AI-enabled experiences that control how work is created, assigned, and delivered.

Learning objectives

By the end of this module, you'll be able to:

  • Describe what Dynamics 365 Field Service is and how it delivers business value across service industries.
  • Identify the key decisions that shape a successful Field Service implementation.
  • Configure products, services, price lists, and other core operational records.
  • Set up work order types, substatuses, territories, and account preferences to reflect your service model.
  • Define incident types and service tasks that drive consistency across work orders.
  • Locate and apply the Field Service settings that govern day-to-day operations, including Copilot configuration.

Prerequisites

Basic familiarity with Dynamics 365 navigation. No prior Field Service experience is required.

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