Skills at a glance

• Configure field service applications (20–25%)

• Manage work orders and customer assets (25–30%)

• Schedule and dispatch work orders (15–20%)

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

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

• Implement Microsoft Power Platform (5–10%)

Configure field service applications (20–25%)

Configure core Field Service components

• 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

• Configure not-to-exceed values

• Configure Copilot summary

Configure product and service pricing

• Create and configure 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

Configure bookable resources

• Create and manage bookable resources, including frontline workers

• Configure 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 facilities and equipment

Configure scheduling of multiple resources

• Configure and apply Requirement group templates

• Set up resource pools and crews

• Schedule and visualize pools, crews, and Requirement groups on the schedule board

Integrate other tools with Field Service

• Implement Dynamics 365 Remote Assist for use with Field Service

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

• Use Dynamics 365 Guides with work orders

Manage work orders and customer assets (25–30%)

Configure the work order lifecycle

• Configure work order types and work order resolutions

• Configure booking status and work order sub-status values

Create and manage work orders

• 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

• Create a work order by using Microsoft 365 Copilot in Outlook

Manage incidents

• Configure incident types and suggestions

• Assign requirement group templates to incident types

• Add service tasks to incidents

• Add products and services to incidents

Create and manage agreements

• Configure agreements

• Configure automatic generation of work orders

• Configure agreement booking setup

• Configure agreement invoicing

• Create entitlements for agreements

Manage inspections

• Create inspection templates

• Associate inspections with work orders and customer assets

• Create inspections without work orders

Configure customer assets

• Create and manage customer assets

• Configure products to enable automatic creation of customer assets

• Create child assets

• Configure 3D asset models

• Create and manage functional locations

• Configure properties and property templates

Schedule and dispatch work orders (15–20%)

Manage scheduling options

• Schedule work orders by using the schedule board and schedule assistant

• Configure fulfillment preferences

• Configure quick scheduling (“quick book“)

• Configure resource requirements for multi-day scheduling

Configure, customize, and manage schedule boards

• Configure and manage schedule boards, including customizing views

• Configure the Requirements panel

• Configure the integrated map feature

• Customize a schedule board

Configure the schedule assistant

• Configure schedule assistant settings

• Apply filtering constraints

• Troubleshoot the schedule assistant

Configure Universal Resource Scheduling

• Enable scheduling for a table, including configuring the metadata

• Configure geocoding for a custom table

• Configure booking timestamps, booking journals, and actuals

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

Deliver work orders by using the mobile app

• 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

Set up the mobile app

• 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

• Install the mobile app

• Configure technician service reports

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

Manage inventory and warehouses

• Set up inventory and warehouses

• View product inventory

• Adjust inventory levels

• Transfer inventory between warehouses

• Manually update inventory by using inventory journals

Manage purchasing and product returns

• Create purchase orders

• Create a list of receivable products for a purchase order

• Create return merchandise authorizations

• Create return to vendor transactions

• Finalize returns

Implement Microsoft Power Platform (5–10%)

Configure model-driven apps

• Create and configure forms

• Create and configure views

• Configure navigation

Create custom apps and automations

• Create task-specific canvas apps and custom pages

• Embed apps in Field Service

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