Academy Preview: Dynamics 365 Field Service 101 Bootcamp: Setup, Configuration, and Best Practices for Success

Field service management is complex, but D365 Field Service simplifies it—if implemented correctly. This 2-day interactive workshop, led by Scott LeFante, Portfolio Partner, CongruentX, will walk you through the entire setup process, from administrative configurations to advanced scheduling techniques and automation. Whether you’re just getting started or looking to refine your existing deployment, this workshop will provide you with best practices to maximize efficiency.

Learning objectives include:

1. Master the Essentials: Learn how to configure key components such as work orders, service tasks, price lists, and scheduling to ensure a smooth Field Service deployment.
2. Optimize Scheduling & Workflows: Explore best practices for using Resource Scheduling Optimization (RSO), manual vs. automated scheduling, and dispatching strategies.
3. Advanced Field Service Operations: Master product inventory management, purchasing/returns, warranties, trades, NTEs, and mobility solutions to create a streamlined and scalable field service operation.