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Dynamics 365 for Field Service Workshop

Dynamics 365 for Field Service Workshop

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D365 for Field Service Workshop:

Tips and tricks for enhancing customer engagement with Dynamics 365 Field Service. Customer Engagement refers to the CRM applications within Dynamics 365, including sales, customer service, field service, project service automation, marketing, and social engagement.

This workshop will delve into strategies for maximizing the capabilities of the Microsoft Dynamics stack, with a focus on Field Service.

Agenda & Deliverables :

AGENDA:

  • Overview of Customer Engagement

  • Introduction to Customer Engagement

  • Question and answer session about your organization

  • Detailed exploration of Customer Engagement for Field Service

DELIVERABLES:

  • An overview of all the tools for Customer Engagement and Dynamics 365 will be provided.

  • The workshop will delve into Dynamics 365 for Field Service in detail.

  • We will cover navigation and workflow.

  • We will showcase the architecture and tools and how to tailor them to your specific needs.

  • We will discuss scheduling, work order processing, incident types, and classifications.

  • Managing your mobile workforce will be covered.

  • Additional resources and strategies for Field Service will be discussed.

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