Configure field service applications (20–25%)

Manage work orders (20–25%)

Schedule and dispatch work orders (25–30%)

Manage the Field Service mobile app (5–10%)

Manage inventory and purchasing by using the built-in inventory management system (5–10%)

Manage Connected Field Service and customer assets (5–10%)

Implement Microsoft Power Platform (5–10%)

Define and configure key required security roles

Configure territories, postal codes, and organizational units

Configure characteristics and proficiency models

Implement resource roles and categories

Modify default Field Service settings

Configure trades and trade coverages

Define required product and service types

Configure minimum charge amounts and durations

Determine how pricing rules affect the price that is applied to a product on a work order

Associate products and services with price lists

Manage bookable resources

Configure geocoding

Define start and end locations for resources

Configure pay types and rates

Configure working hours and working hour templates

Manage time off requests

Enable technician time tracking

Configure certifications and insurances

Configure facilities and equipment

Determine the types of resources required

Define Requirement groups and Requirement group templates

Set up resource pools and crews

Schedule and visualize multiple resources on the schedule board

Implement Dynamics 365 Remote Assist for use with Field Service

Set up and use Dynamics 365 Remote Assist one-time call

Use Guides with work orders

Configure work order types and work order resolutions

Configure booking status and work order status values

Configure capabilities for billing accounts, service accounts, and functional locations

Configure billing and service accounts

Create a work order

Add status and sub-status information to a work order

Organize work orders and resources by geography

Associate a work order with a price list, service-level agreement, and entitlement

Close a work order, including attaching a work order resolution

Collaborate on work orders by using Microsoft Teams chat

Manage work order costs based on not-to-exceed values

Create a work order by using Copilot in Microsoft Outlook

Configure incident types and suggestions

Assign requirement group templates to incident types

Add service tasks to incidents

Add products and services to incidents

Determine when to use agreements

Define and configure agreement preferences and settings

Configure automatic generation of work orders

Configure booking preferences

Configure agreement invoicing

Create entitlements for agreements

Create inspections

Associate inspections with work orders and customer assets

Create inspection templates

Run reports on inspections

Configure advanced options for inspections

Schedule work orders by using the schedule board and schedule assistant

Determine when to use each scheduling option

Configure fulfillment preferences

Configure quick scheduling (“quick book“)

Schedule a work order in the Field Service app for Outlook

Configure resource requirements for multi-day scheduling

Identify features and uses for Booking Requirements view

Implement the integrated map feature

Manually schedule work orders

Reassign and reschedule work orders

Move incomplete work orders

Configure schedule boards, including customizing views

Customize a schedule board

Configure booking rules

Apply constraints to resource queries

Filter data

Troubleshoot the schedule assistant

Configure resource requirements in scheduling

Enable scheduling for a table

Configure geocoding for a custom table

Manage work hours calendar for requirements

Configure booking timestamps, booking journals, and actuals

Complete work orders, including tasks, booking statuses, follow-up work orders, signatures, images, and Field Service technician reports

Service and maintain customer assets, including IoT devices

Perform inspections, including adding ad hoc inspections

Manage working offline

Perform time entry

Launch related apps, including Dynamics 365 Remote Assist and Guides

Configure security roles

Customize the mobile app including forms, views, pages, and navigation

Enable and configure location tracking and geofencing

Configure offline profiles and synchronization features

Configure push notifications

Configure barcode features

Deploy the mobile app

Set up inventory and warehouses

View product inventory

Adjust inventory levels

Transfer inventory between warehouses

Manually update inventory by using inventory journals

Create purchase orders

Create a list of receivable products for a purchase order

Determine product return options

Create return merchandise authorizations

Create return to vendor transactions

Finalize returns

Identify use cases for Connected Field Service

Register and associate IoT devices

Configure security roles for Connected Field Service

Manage devices

Create and manage customer assets

Configure products to enable automatic creation of customer assets

Associate work orders with customer assets

Create child assets

Configure 3D asset models

Define functional locations

Create and configure forms

Create and configure views

Configure navigation

Create task-specific canvas apps and custom pages

Embed apps in Field Service

Use custom Power Automate cloud flows to automate tasks and enhance Field Service

Configure the Field Service customer experience portal

Configure self-service scheduling

Configure pre-built Power Automate flows

Configure Track my technician settings