Manage work orders in Dynamics 365 Field Service
Do you use work orders to manage engagements with your customers? This learning path discusses how to use and manage work orders using Dynamics 365 Field Service.
Prerequisites
- Basic knowledge of the Dynamics 365 Field Service app.
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Modules in this learning path
Use agreements to help creating Work Orders on a predefined schedule such as in preventative maintenance scenarios. Additionally, by using inventory, they can more effectively manage inventory levels at warehouses and ensure that technicians have what they need to deliver services to their customer while in the field. Dynamics 365 has several foundational elements that can be configured to better tailor a Field Service implementation to meet the desired needs of an organization.
This module examines the process of creating agreements in Dynamics 365 Field Service.
This module examines how to set up service-level agreements and entitlements in Dynamics 365 Field Service.
Define and create incident types to use as templates when you are creating work orders in Dynamics 365 Field Service.
Learn how to create and perform inspections in Dynamics 365 Field Service.
Learn how to create and associate customer assets with work orders in Dynamics 365 Field Service.