Configure Microsoft Dynamics 365 Field Service
One of the main advantages to Dynamics 365 Field Service is the ability to configure it based on your organization needs. Configuration options might include Identifying key configuration considerations, defining products and services, and other related factors and the defining the necessary Work Order Types, substatuses, service territories, and account configuration that will support the desired Functionality.
Learning objectives
In this module, you will:
- Identify key service configuration considerations.
- Users and security roles.
- Define work order types, statuses and sub statuses.
- Define incident and service task types.
- Define Field Service products, services, and pricing options.
- Define service territories.
- Configure Field Service account preferences.
Prerequisites
A basic understanding of how to navigate the Dynamics 365 application. A basic understanding of what the Field Service application does and what it's used for is also helpful.