Course – Enterprise Applications
Microsoft Dynamics 365 Field Service & Power Platform
5 Days / 40 Hrs Intermediate Classroom / Live Virtual
Duration
5 Days / 40 Hrs
Level
Intermediate
Format
Classroom / Live Virtual
Domain
Dynamics 365 & Power Platform
Training Methodology
Learning by Doing
Every session in this program is built around hands-on execution, not passive slides — you leave having built something, not just watched a demo.
01
Explore
Hands-on labs from Day 1 — real or sandboxed environments, not slide decks.
02
Experiment
Work against scenarios that mirror your actual stack.
03
Engage
Solve real business problems in every session, not toy examples.
04
Apply
Capstone exercises tied to your team’s actual workflows.
Who This Is For
What You’ll Be Able to Do
- Configure, operate, and extend a Dynamics 365 Field Service implementation end to end
- Run hands-on scheduling and resource optimization using the schedule board and RSO
- Work with mobile Field Service, offline capability, and technician workflows
- Apply Connected Field Service, IoT integration, and predictive maintenance concepts
- Build working familiarity with Power Platform tools and Dynamics Copilot
Prerequisites
- Basic understanding of CRM concepts
- Beginner-level experience with Microsoft Dynamics 365
- General IT knowledge
- Experience in field service operations (preferred, not required)
Curriculum
Day 1
Dynamics 365 & Power Platform Foundation
- Introduction to Dynamics 365 — CRM vs ERP, ecosystem, modules overview
- Power Platform basics — Power Apps, Power Automate, Dataverse
- Environment setup, admin center, and licensing overview
- Dataverse fundamentals — tables, columns, relationships
- Business logic, forms & views, security model, and auditing
Day 2
Core Dynamics 365 Field Service
- Work orders — lifecycle, statuses, incident types
- Service tasks and task flows
- Customer assets and asset hierarchy
- Agreements for preventive maintenance and recurring work orders
- Inspections, inspection templates, and SLAs (response & resolution KPIs)
Day 3
Scheduling, Resource Management & Mobile Field Service
- Bookable resources, schedule board, and dispatching
- Requirement groups for multi-resource scheduling
- Resource Scheduling Optimization (RSO), territory management, capacity planning
- Field Service mobile app, offline capability and sync, mobile security
- Technician experience — end-to-end real-world scenarios
Day 4
Inventory, Warehousing & Connected Field Service
- Inventory management, product catalog, and warehouse setup
- Purchasing, purchase orders, and returns management
- Connected Field Service — IoT integration concepts and alerts
- Azure IoT integration for device monitoring
- Predictive maintenance concepts and Remote Assist (mixed reality support)
Day 5
Power Platform Advanced, Integration & AI/Copilot
- Power Apps advanced (canvas & model-driven), Power Automate cloud flows, Business Process Flows
- Power BI reporting dashboards and AI Builder document processing
- Dynamics APIs (Web API, OData), integration patterns, Azure Logic Apps, Service Bus
- ERP integration and Dual Write for Finance & Operations sync
- Dynamics Copilot, AI-driven scheduling, generative AI summaries, and AI-assisted QA
Labs: Throughout the training: a real-world, end-to-end project covering customer onboarding, multi-region deployment, governance, production support, and UAT management.
Delivery Details
- Delivered as classroom or live virtual instructor-led
- Reinforced throughout with hands-on exercises and a real-world, end-to-end project implementation
- Labs are illustrative and may vary by trainer approach, participant profile, and Microsoft licensing