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Chapter 1: Configure field service applications-Configure core Field Service components-Configure key required security roles
Chapter 2: Configure field service applications-Configure core Field Service components-Configure territories, postal codes, and organizational units
Chapter 3: Configure field service applications-Configure core Field Service components-Configure characteristics and proficiency models
Chapter 4: Configure field service applications-Configure core Field Service components-Implement resource roles and categories
Chapter 5: Configure field service applications-Configure core Field Service components-Modify default Field Service settings
Chapter 6: Configure field service applications-Configure core Field Service components-Configure trades and trade coverages
Chapter 7: Configure field service applications-Configure core Field Service components-Configure not-to-exceed values
Chapter 8: Configure field service applications-Configure core Field Service components-Configure Copilot summary
Chapter 9: Configure field service applications-Configure product and service pricing-Create and configure required product and service types
Chapter 10: Configure field service applications-Configure product and service pricing-Configure minimum charge amounts and durations
Chapter 11: Configure field service applications-Configure product and service pricing-Determine how pricing rules affect the price that is applied to a product on a work order
Chapter 12: Configure field service applications-Configure product and service pricing-Associate products and services with price lists
Chapter 13: Configure field service applications-Configure bookable resources-Create and manage bookable resources, including frontline workers
Chapter 14: Configure field service applications-Configure bookable resources-Configure start and end locations for resources
Chapter 15: Configure field service applications-Configure bookable resources-Configure pay types and rates
Chapter 16: Configure field service applications-Configure bookable resources-Configure working hours and working hour templates
Chapter 17: Configure field service applications-Configure bookable resources-Manage time off requests
Chapter 18: Configure field service applications-Configure bookable resources-Enable technician time tracking
Chapter 19: Configure field service applications-Configure bookable resources-Configure facilities and equipment
Chapter 20: Configure field service applications-Configure scheduling of multiple resources-Configure and apply Requirement group templates
Chapter 21: Configure field service applications-Configure scheduling of multiple resources-Set up resource pools and crews
Chapter 22: Configure field service applications-Configure scheduling of multiple resources-Schedule and visualize pools, crews, and Requirement groups on the schedule board
Chapter 23: Configure field service applications-Integrate other tools with Field Service-Implement Dynamics 365 Remote Assist for use with Field Service
Chapter 24: Configure field service applications-Integrate other tools with Field Service-Set up and use Dynamics 365 Remote Assist one-time call
Chapter 25: Configure field service applications-Integrate other tools with Field Service-Use Dynamics 365 Guides with work orders
Chapter 26: Manage work orders and customer assets-Configure the work order lifecycle-Configure work order types and work order resolutions
Chapter 27: Manage work orders and customer assets-Configure the work order lifecycle-Configure booking status and work order sub-status values
Chapter 28: Manage work orders and customer assets-Create and manage work orders-Create a work order
Chapter 29: Manage work orders and customer assets-Create and manage work orders-Add status and sub-status information to a work order
Chapter 30: Manage work orders and customer assets-Create and manage work orders-Organize work orders and resources by geography
Chapter 31: Manage work orders and customer assets-Create and manage work orders-Associate a work order with a price list, service-level agreement, and entitlement
Chapter 32: Manage work orders and customer assets-Create and manage work orders-Close a work order, including attaching a work order resolution
Chapter 33: Manage work orders and customer assets-Create and manage work orders-Create a work order by using Microsoft 365 Copilot in Outlook
Chapter 34: Manage work orders and customer assets-Manage incidents-Configure incident types and suggestions
Chapter 35: Manage work orders and customer assets-Manage incidents-Assign requirement group templates to incident types
Chapter 37: Manage work orders and customer assets-Manage incidents-Add products and services to incidents
Chapter 38: Manage work orders and customer assets-Create and manage agreements-Configure agreements
Chapter 39: Manage work orders and customer assets-Create and manage agreements-Configure automatic generation of work orders
Chapter 40: Manage work orders and customer assets-Create and manage agreements-Configure agreement bookings
Chapter 41: Manage work orders and customer assets-Create and manage agreements-Configure agreement invoicing
Chapter 42: Manage work orders and customer assets-Create and manage agreements-Create entitlements for agreements
Chapter 43: Manage work orders and customer assets-Manage inspections-Create inspections
Chapter 44: Manage work orders and customer assets-Manage inspections-Associate inspections with work orders and customer assets
Chapter 45: Manage work orders and customer assets-Manage inspections-Create inspection templates
Chapter 47: Manage work orders and customer assets-Configure customer assets-Create and manage customer assets
Chapter 48: Manage work orders and customer assets-Configure customer assets-Configure products to enable automatic creation of customer assets
Chapter 49: Manage work orders and customer assets-Configure customer assets-Create child assets
Chapter 50: Manage work orders and customer assets-Configure customer assets-Configure 3D asset models
Chapter 51: Manage work orders and customer assets-Configure customer assets-Create and manage functional locations
Chapter 52: Manage work orders and customer assets-Configure customer assets-Configure properties and property templates
Chapter 53: Schedule and dispatch work orders -Manage scheduling options-Schedule work orders by using the schedule board and schedule assistant
Chapter 54: Schedule and dispatch work orders -Manage scheduling options-Configure fulfillment preferences
Chapter 55: Schedule and dispatch work orders -Manage scheduling options-Configure quick scheduling (“quick book“)
Chapter 56: Schedule and dispatch work orders -Manage scheduling options-Configure resource requirements for multi-day scheduling
Chapter 57: Schedule and dispatch work orders -Configure, customize, and manage schedule boards-Configure the Requirements panel
Chapter 58: Schedule and dispatch work orders -Configure, customize, and manage schedule boards-Configure the integrated map feature
Chapter 59: Schedule and dispatch work orders -Configure, customize, and manage schedule boards-Manually schedule work orders
Chapter 60: Schedule and dispatch work orders -Configure, customize, and manage schedule boards-Configure and manage schedule boards, including customizing views
Chapter 61: Schedule and dispatch work orders -Configure, customize, and manage schedule boards-Customize a schedule board
Chapter 62: Schedule and dispatch work orders -Configure the schedule assistant-Configure schedule assistant settings
Chapter 63: Schedule and dispatch work orders -Configure the schedule assistant-Apply filtering constraints
Chapter 64: Schedule and dispatch work orders -Configure the schedule assistant-Troubleshoot the schedule assistant
Chapter 65: Schedule and dispatch work orders -Configure Universal Resource Scheduling-Enable scheduling for a table, including configuring the metadata
Chapter 66: Schedule and dispatch work orders -Configure Universal Resource Scheduling-Configure geocoding for a custom table
Chapter 67: Schedule and dispatch work orders -Configure Universal Resource Scheduling-Manage work hours calendar for requirements
Chapter 68: Schedule and dispatch work orders -Configure Universal Resource Scheduling-Configure booking timestamps, booking journals, and actuals
Chapter 69: Manage the Field Service mobile app -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
Chapter 70: Manage the Field Service mobile app -Deliver work orders by using the mobile app-Service and maintain customer assets, including IoT devices
Chapter 71: Manage the Field Service mobile app -Deliver work orders by using the mobile app-Perform inspections, including adding ad hoc inspections
Chapter 72: Manage the Field Service mobile app -Deliver work orders by using the mobile app-Manage working offline
Chapter 73: Manage the Field Service mobile app -Deliver work orders by using the mobile app-Perform time entry
Chapter 74: Manage the Field Service mobile app -Deliver work orders by using the mobile app-Launch related apps, including Dynamics 365 Remote Assist and Guides
Chapter 75: Manage the Field Service mobile app -Set up the mobile app-Configure security roles
Chapter 76: Manage the Field Service mobile app -Set up the mobile app-Customize the mobile app including forms, views, pages, and navigation
Chapter 77: Manage the Field Service mobile app -Set up the mobile app-Enable and configure location tracking and geofencing
Chapter 78: Manage the Field Service mobile app -Set up the mobile app-Configure offline profiles and synchronization features
Chapter 79: Manage the Field Service mobile app -Set up the mobile app-Configure push notifications
Chapter 80: Manage the Field Service mobile app -Set up the mobile app-Configure barcode features
Chapter 81: Manage the Field Service mobile app -Set up the mobile app-Install the mobile app
Chapter 82: Manage the Field Service mobile app -Set up the mobile app-Configure technician service reports
Chapter 83: Manage inventory and purchasing by using the built-in inventory management system-Manage inventory and warehouses-Set up inventory and warehouses
Chapter 84: Manage inventory and purchasing by using the built-in inventory management system-Manage inventory and warehouses-View product inventory
Chapter 85: Manage inventory and purchasing by using the built-in inventory management system-Manage inventory and warehouses-Adjust inventory levels
Chapter 86: Manage inventory and purchasing by using the built-in inventory management system-Manage inventory and warehouses-Transfer inventory between warehouses
Chapter 87: Manage inventory and purchasing by using the built-in inventory management system-Manage inventory and warehouses-Manually update inventory by using inventory journals
Chapter 88: Manage inventory and purchasing by using the built-in inventory management system-Manage purchasing and product returns-Create purchase orders
Chapter 89: Manage inventory and purchasing by using the built-in inventory management system-Manage purchasing and product returns-Create a list of receivable products for a purchase order
Chapter 90: Manage inventory and purchasing by using the built-in inventory management system-Manage purchasing and product returns-Create return merchandise authorizations
Chapter 91: Manage inventory and purchasing by using the built-in inventory management system-Manage purchasing and product returns-Create return to vendor transactions
Chapter 92: Manage inventory and purchasing by using the built-in inventory management system-Manage purchasing and product returns-Finalize returns
Chapter 93: Implement Microsoft Power Platform -Configure model-driven apps-Create and configure forms
Chapter 94: Implement Microsoft Power Platform -Configure model-driven apps-Create and configure views
Chapter 95: Implement Microsoft Power Platform -Configure model-driven apps-Configure navigation
Chapter 96: Implement Microsoft Power Platform -Create custom apps and automations-Create task-specific canvas apps and custom pages
Chapter 97: Implement Microsoft Power Platform -Create custom apps and automations-Embed apps in Field Service
Chapter 98: Implement Microsoft Power Platform -Create custom apps and automations-Use Power Automate cloud flows to automate tasks and enhance Field Service

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