Train Your Users
on Dynamics 365
Field Service
- Reduce service delays
- Enhance field productivity
- Lower operational costs
Training on Field Service
Field service teams operate in real-time, on-site environments where fast response times and accurate issue resolution are critical. Without proper Dynamics 365 Field Service training, inefficient scheduling, mismanaged work orders, and lack of mobile proficiency can lead to service delays, increased costs, and lower customer satisfaction.
Learners
The Field Service team operates in dynamic, on-the-go environments, handling service requests, troubleshooting, repairs, and parts management to ensure timely on-site support.
- Field Service Managers
- Spare Parts Managers
- Field Service Supervisors
- Dispatchers
- Field Service Technicians
Topics
Training in this area focuses on real-time responsiveness and mobility, ensuring field service teams can efficiently manage assets, dispatch technicians, and resolve issues on-site to maximize customer satisfaction.
- Account Management
- Contact Management
- Asset Management
- Parts Management
- Service Agreements
- Dispatching
- Work Order Lifecycle
Customizations
Dynamics 365 Field Service offers both browser and mobile access, with highly configurable interfaces that reduce the need for heavy customizations while allowing companies to personalize the experience for field technicians.
Challenges
This area comes with a few challenges.
Field technicians rely on mobile access for scheduling, troubleshooting, and service updates; the solution must be intuitive and easy to use to maximize productivity in the field.
Field service teams depend on efficient scheduling, parts availability, and billing support from the back office; misalignment can cause delays and disrupt service delivery.
Training Approach
Here’s how to prepare these learners for success.
A large, mobile workforce requires flexible, on-demand learning; a training platform ensures field technicians can access the latest training anytime, anywhere.
With highly configurable tools and varied field resolutions, custom courses help standardize best practices and train technicians efficiently at scale.
Building technician confidence in front of customers starts with a strong foundation in an online platform, reinforced by hybrid training to address exceptions through instructor-led sessions.
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