Microsoft Dynamics 365 Field Service Training
Customer Service is one of the three key functional areas under customer engagement besides sales, and customer service functions. In our platform, you can access more than 1,300+ micro-courses, 90+ learning paths, and 220+ assessments across a dozen functions and deliver both standard content and custom content.
Microsoft Dynamics 365 Field Service Training
Microsoft Dynamics 365 Field Service
Field service is critical for companies that rely on technicians to service and maintain equipment in the field. It ensures that technicians are efficiently scheduled and dispatched and provides real-time updates on the status of service requests. By streamlining these processes, field service helps companies provide better service to their customers, ultimately leading to increased customer satisfaction and loyalty. Typical roles under this function are field service managers, schedulers, and field service technicians.
Dynamics 365 Field Service training covers account management, contact management, asset management, service agreement management, work order life cycle from creation to completion, and scheduling/dispatching.
Since most service functions are done remotely on the field, the core team needs to be trained at the beginning of the project to create easy-to-use processes for others. Once the work order flow has been set up in Dynamics 365, the larger audience namely field service technicians can be trained in groups based on the organizational, territorial, and product structures.
Dynamics 365 Field Service can be accessed through both a browser and a mobile device. Both interfaces are highly configurable eliminating the need for heavy customizations. Personalization capabilities allow companies to tailor the application experience for field service staff.
An online training platform can be utilized at the start of the project to provide core team members with training on standard field service functions. From there, tailored field service experiences can be created for various service groups within the organization. The end-user base, consisting of a large number of field service technicians located in various locations with differing schedules, can then be trained on these processes. The use of an online platform for training is convenient and cost-effective, given the size and diversity of the learner group
The unique thing about field service management is the remote nature of the work. The field service technicians should feel empowered to do their job effectively and efficiently. The configuration of an intuitive mobile experience and delivery of convenient remote training is important to deliver smooth field service without hampering performance.