CRM Tip of the Day - Field Service

CRM Tip of the Day - Field Service cover image


Looking for a quick way to get up to speed on Dynamics 365 for Field Service? From getting around in Field Service to working with Connected Field Service, we took all of the best of CRM tip of the Day videos on Dynamics 365 for Field Service and put them in one place.


What you will Learn.

These videos start with the basics in Field Service from getting around in the application to understanding how to the schedule board works. From there, we will look at how to leverage many different features such as Incidents, and Agreements to assist in and simplify Work Order creation. Finally we will provide you with a look into how to work with Connected Field Service for Dynamics 365.


Derik Bormann

Derik Bormann

Derik is a regular contributor to CRM Tip of Day Derik is also a Microsoft MVP

Course Module Details

Introduction to Dynamics 365 for Field Service (16 Minutes)

In this opening module, we will provide you with a Overview for Dynamics 365 for Field Service functionality. Explore ho to get around in the application, as well as the basic features used to create and schedule Work Orders.

  • Overview Video
  • Overview Resources
Working with Incidents (8 Minutes)

Incidents in Field Service, can be thought of as templates that can be used to simplify pre-populate items (Tasks, Products, Services, Skills, etc.) on Work Orders based on commonly reported issues.

  • Creating Incident Types
  • Incident Resources
Working with Agreements (8 Minutes)

Agreements can be used as preventative maintenance contracts. They can be used to trigger Work Order creation on a specified schedule as well as to define and trigger customer invoices on a pre-defined schedule.

  • Creating and Defining Agreements
  • Agreement Resources
Universal Resource Scheduling (12 Minutes)

With Dynamics 365's Universal Resource Scheduling (formally called Unified Scheduling) you have the ability to enable and schedule non Field Service & Project Service entities for use with the Schedule Board.

  • Enabling an Entity for Unified Scheduling
  • Universal Scheduling Resources
Connected Field Service (18 Minutes)

Dynamics 365's Connect Field Service provide the ability to capture and act on events from IoT enabled devices from within Dynamics 365 for Field Service.

  • Getting Started with Connected Field Service
  • Connected Field Service Resources