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%)

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 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

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

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

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

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

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

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

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

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

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

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

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 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 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

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

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

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

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

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 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

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