Dynamics 365 Field Service in Action: From Service Request to Invoice
Dynamics 365 Field Service in Action: From Service Request to Invoice Join this session for a practical, end-to-end walkthrough of Microsoft Dynamics 365 Field Service from a functional perspective. Rather than focusing on configuration or building the solution from scratch, we’ll follow a real-world service scenario and explore how Field Service supports the complete service lifecycle. Starting with a customer reporting an HVAC issue, we’ll move through customer assets, work orders, incident types, scheduling, resource requirements, technician bookings, the Field Service mobile experience, service completion and invoicing. By the end of the session, you’ll have a clear understanding of how the core Dynamics 365 Field Service components work together to manage field operations and deliver a connected service experience. In this session, you’ll learn how to: Understand the core Dynamics 365 Field Service lifecycle Manage customers and customer assets Create and work with Work Orders and Incident Types Schedule the right technician using Resource Requirements and the Schedule Board Follow the technician experience from Scheduled to Completed Record service tasks, products, services and technician updates Review completed work and understand the Work Order posting and invoicing process This session is ideal for Dynamics 365 consultants, functional consultants, Power Platform professionals, developers, students, and anyone looking to understand Dynamics 365 Field Service from an end-to-end business process perspective.
