Dynamics 365 Field Service Fit: 2-Day Workshop

Agenda

Day 1

Objective of the workshop, procedure, timeline

Service Process Overview

Overview of the entire service process and classification of the individual sub-processes.

Master Data Part 1 + 2 Content:

Customers, contacts, tasks, article master, customer systems, warehouses, contracts / maintenance contracts, price lists

Ticket Systems Part 1 + 2 Content:

Ticket, queues, entrances, automation, feedback, status, fields, knowledge base, SLA, remote video support, question tree / stages, automatic caller ID, email, request

Service Order Part 1 + 2 Content:

Fields, types, status, sub-status, priority, address, material, times, service tasks, checklists, incident types, skills, areas, reports, expenses, weekly reports

Disposition Content:

Resources, resource categories, bookings, booking status, booking requirements, calendars, views, boards, rules

Day 2

Warehouse Content:

Vehicle warehouse, RMA, orders, deposits, repostings

Mobile Part 1+ 2 Content:

Information, mission, order, attachment, online / offline, non-productive, expenses, weekly reports, stock, signature, status

Other Content:

Customer surveys, portals (service partners)

Interface Content:

Access SAP, other systems, data migration