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A Dynamics 365 Field Service Functional Consultant is a professional who specializes in configuring and customizing Microsoft Dynamics 365 Field Service, which is part of the Dynamics 365 suite designed for managing field service operations. Obtaining relevant Microsoft certifications, such as the Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate certification, can validate expertise in this role.
Curriculum Designed by Experts
Define and configure core field service components
• Define and configure key required security roles
• Configure territories, postal codes, and organizational units
• Configure characteristics and proficiency models
• Implement resource roles and categories
• Enable conditional Field Service settings
• Enable Microsoft Teams Integration
Configure product and service pricing
• Define 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
• Define tax codes
Configure bookable resources
• Manage bookable resources
• Configure geocoding
• Define start and end locations for resources
• Determine the types of addresses to use
• Configure pay types and rates
• Configure working hours and working hour templates
• Manage time off requests
• Enable technician time tracking
Schedule multiple resources
• Determine the types of resources required
• Describe use cases for resource pools, crews, and Requirement groups
• Define Requirement groups and Requirement group templates
• Set up resource pools and crews
Integrate other tools with Dynamics 365 Field Service
• Implement Dynamics 365 Remote Assist for use with Dynamics 365 Field Service
• Configure and use Dynamics 365 Remote Assist one-time call
• Use Dynamics 365 Guides with work orders
Create and configure field service visualizations
• Configure dashboards
• Design and create field service charts
• Design reports by using the Report Wizard
• Design, create, and share Power BI reports and dashboards
• Understand the key Field Service Analytics and Insights work order summary metrics
Describe the work order lifecycle
• Configure work orders, including work order types and work order resolutions
• Configure work order lifecycle stages
• Configure booking status and work order status values
• Configure uses and capabilities for billing accounts, service accounts, and functional locations
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
• Collaborate on work orders by using Microsoft Teams
• Prepare work order summary reports
• Configure work order resolutions
• Manage work order costs using not-to-exceed
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
Create and manage agreements
• Determine when to use agreements
• Define and configure agreement preferences and settings
• Configure automatic generation of work orders
• Configure booking preferences
• Configure agreement invoicing
• Create entitlements for agreements
Manage inspections
• Create inspections and ad hoc inspections
• Associate inspections with work orders and customer assets
• Describe use cases for analyzing results of inspections
• Create inspection templates
• Run reports on inspections
Manage scheduling options
• Schedule work orders by using the schedule board and schedule assistant
• Determine when to use each scheduling option
• Configure fulfillment preferences
• Configure quick scheduling (“quick book”)
Implement schedule boards
• Identify features and uses for Booking Requirements view
• Implement the integrated map feature
• Manually schedule work orders
• Reassign and reschedule work orders
• Move incomplete work orders
• Generate driving instructions for field agents
Manage schedule boards
• Describe use cases for multiple schedule boards
• Configure schedule boards
• Customize a schedule board
Implement the Schedule Assistant
• Apply constraints to resource queries
• Filter data
• Specify a search radius
• Troubleshoot the schedule assistant
Configure Universal Resource Scheduling
• Describe use cases for Universal Resource Scheduling
• Describe the role of resource requirements in scheduling
• Enable scheduling for a table
• Configure geocoding for a custom table
• Manage work hours calendar for requirements
• Describe booking timestamps, booking journals, and actuals
Describe the capabilities of the mobile app
• Deploy the mobile app
• Complete work orders
• Service and maintain customer assets
Set up the mobile app
• Configure security roles
• Customize the mobile app including forms, views, pages, and site maps
• Enable and configure location tracking and geofencing
• Configure offline profiles and synchronization features
• Configure deep linking
• Configure push notifications
• Configure barcode features
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
Manage purchasing and product returns
• Describe the purchase order process
• Create purchase orders
• Create a list of receivable products for a purchase order
• Determine product return options
• Create return merchandise authorizations (RMAs)
• Create return to vendor (RTV) transactions
• Finalize returns
Implement Connected Field Service
• Describe IoT deployment options
• Identify use cases for Connected Field Service
• Manage and associate IoT devices
• Configure security roles for Connected Field Service
Define and configure customer assets
• Describe uses for customer assets
• Create and manage customer assets
• Configure products to enable automatic creation of customer assets
• Associate work orders with customer assets
• Create child assets
• Configure 3D asset models
• Define functional locations
Configure model-driven apps
• Create and configure forms
• Create and configure views
• Configure site maps
Create custom apps and automation
• Create task-specific canvas apps and custom pages
• Embed apps in Dynamics 365 Field Service
• Use custom Power Automate cloud flows to automate tasks and enhance Field Service
Configure Microsoft Power Pages
• Configure Field Service customer experience portal
• Configure self-service scheduling
• Configure pre-built Power Automate flows
• Track technician location
Capture customer feedback by using Customer Voice
• Create a survey
• Trigger distribution of a survey
• Apply formatting and branding to a survey
• Describe and analyze survey results including CSAT and Net Promoter Score (NPS)
• Describe survey elements including question types
Covers each topics with Real Time Examples . Covers More than 250+ Real Time Scenarios which is divided into L1 ( Basic ) + L2 ( Intermediate) and L3 ( Advanced ) . Trainer from Real Time Industry .This is completely hands-on training , which covers 90% Practical And 10% Theory
We give Combo Pack of RHEL 6 with RHEL 7 , to make sure all the candidate will get at least 5+ Year experience knowledge in Redhat Linux after attending this course.Covers SA1 + SA2 + SA3 topics in Details from the very basic to advanced level .
Complete RHCSA and RHCE Exam Preparations.Appear for Redhat Global Certification Exam At any time After the course – No need to wait to get schedule from Redhat .At your convenient time , you can book and appear for exam using our Individual Exam Delivery System called KOALA
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Infrastructure Provisioning
Implementing automated infrastructure provisioning and configuration management using Ansible. This may include setting up servers, networking devices, and other infrastructure components using playbooks and roles.
Applications Deployment
Automating the deployment and orchestration of applications across development, testing, and production environments. This could involve deploying web servers, databases. middleware, and other application components using Ansible
Continuous Integration
Integrating Ansible into CI/CD pipelines to automate software. build, test, and deployment processes. This may include automating the creation of build artifacts, running tests, and deploying applications to various environments.
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Red Hat Linux Certification is a prestigious credential recognized globally for its emphasis on practical skills and knowledge in Linux system administration and related technologies. This certification validates an individual’s proficiency in managing and troubleshooting Red Hat Enterprise Linux (RHEL) environments, making it a valuable asset for IT professionals aiming to excel in the open-source ecosystem.
Red Hat Linux, particularly Red Hat Enterprise Linux (RHEL), is renowned for its stability, security, and performance in enterprise environments. Its versatility allows it to be used in various applications across different industries. Here are some of the key applications of Red Hat Linux:
1.Server Operating System
Web Servers: RHEL is commonly used to host web servers, including Apache and Nginx, due to its robust performance and security features.
Database Servers: It is widely used to run database management systems like MySQL, PostgreSQL, and Oracle, providing a reliable platform for data storage and management.
Application Servers: RHEL supports various application servers, including JBoss, Tomcat, and WildFly, making it ideal for deploying enterprise applications.
2. Cloud Computing
Private Clouds: RHEL is a popular choice for building private cloud environments using platforms like OpenStack and Red Hat Virtualization.
Public Clouds: It is available on major public cloud providers like AWS, Microsoft Azure, and Google Cloud, offering scalability and flexibility for cloud-based applications.
Hybrid Clouds: RHEL enables seamless integration between on-premises infrastructure and cloud environments, supporting hybrid cloud strategies.
3. Virtualization
KVM (Kernel-based Virtual Machine): RHEL includes KVM for virtualization, allowing multiple virtual machines to run on a single physical host.
Red Hat Virtualization (RHV): RHV is a comprehensive virtualization solution for managing virtual servers and desktops, based on RHEL.
4. Containerization
Docker: RHEL supports Docker for containerizing applications, providing a consistent runtime environment across different systems.
OpenShift: Red Hat OpenShift is a Kubernetes-based platform for developing, deploying, and managing containerized applications, offering advanced features for enterprise environments.
5. Development Environment
Software Development: RHEL provides a stable and secure platform for software development, supporting a wide range of programming languages and development tools.
DevOps: It integrates well with DevOps tools and practices, enabling continuous integration and continuous deployment (CI/CD) pipelines.
6. Networking
Network Services: RHEL is used to provide various network services such as DNS, DHCP, FTP, and more.
Firewall and Security: It includes robust firewall and security features, making it suitable for use as a network security appliance.
7. Big Data and Analytics
Hadoop and Spark: RHEL supports big data platforms like Hadoop and Spark, providing a reliable and scalable environment for big data processing and analytics.
Data Warehousing: It is used for data warehousing solutions, offering high performance and reliability for large-scale data storage and analysis.
8. High-Performance Computing (HPC)
Scientific Computing: RHEL is used in scientific computing environments for tasks that require significant computational power, such as simulations and data analysis.
Cluster Computing: It supports the creation of compute clusters for parallel processing and distributed computing.
9. Internet of Things (IoT)
Edge Computing: RHEL is used in edge computing scenarios, providing a reliable platform for processing data close to the source in IoT applications.
IoT Gateways: It serves as a secure and stable operating system for IoT gateways, managing data flow between IoT devices and the cloud.
10. Enterprise Applications
ERP and CRM Systems: RHEL is often used to host enterprise resource planning (ERP) and customer relationship management (CRM) systems, ensuring reliable and secure operation.
Content Management Systems: It supports various content management systems (CMS) such as Drupal, Joomla, and WordPress, providing a stable environment for managing digital content.
Red Hat Linux’s extensive capabilities and robust features make it a versatile platform suitable for a wide array of applications across different industries. Its reliability, security, and performance ensure that it continues to be a preferred choice for enterprises worldwide.
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