As a candidate for this certification, you’re a Microsoft Dynamics 365 Field Service functional consultant. You’re responsible for implementing solutions that:
- Schedule resources to meet customer requirements.
- Optimize resources by matching skills, locations, and availability.
- Equip frontline workers with the information and tools to deliver great service.
- Build a service history of customer assets.
You’re responsible for:
- Configuring the default administration areas of the Field Service application.
- Configuring resources and scheduling.
- Configuring service agreements and booking setups.
- Managing work orders, incident types, and bookings.
- Managing customer assets.
- Installing and configuring the Field Service mobile app.
- Enhancing Field Service based on customer requirements.
As a candidate, you should have a basic understanding of field service principles and the role the Field Service app plays in relationship to the Dynamics 365 suite of applications, including integration of:
- Microsoft Power Platform
- Dynamics 365 Customer Service
- Microsoft 365 apps
- Dynamics 365 Remote Assist
- Dynamics 365 Guides
You should understand:
- Industry terminology
- Field service processes
- Work order lifecycle
- Uses for Copilot in Field Service
- Best practices
Important
The English language version of this certification will be updated on March 19, 2025. Review the study guide linked in the Certification resources section for details about upcoming changes.