Personalized Community is here!
Quickly customize your community to find the content you seek.
Choose your path Increase your proficiency with the Dynamics 365 applications that you already use and learn more about the apps that interest you. Up your game with a learning path tailored to today's Dynamics 365 masterminds and designed to prepare you for industry-recognized Microsoft certifications.
Visit Microsoft Learn
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
In this post I will look at what I think you should need to know about FieldOne in preparation for the MB2-7014 exam (Microsoft Dynamics CRM 2016 Customer Service.)
FieldOne is a powerful and flexible addition to CRM that helps with field service scenarios. A subject I have blogged about on multiple occasions! So instead of writing a long post, I hope it will be more helpful to simply point you towards some existing information which should help to give you a good overview of FieldOne. (The full name for the FieldOne product is “FieldOne Sky”, in case that comes up!)
Firstly this post will gives you an overview of FieldOne. In this overview I describe the key roles involved in using FieldOne, including dispatcher, field agent and manager. It may be important for the exam to be aware of these.
Understanding what a work order is and how it applies in a field service environment may also be important. It may also be worth knowing the life cycle of a work order. You will find a post on work order theory here.
Work orders can be associated with incidents (Not to be confused with CRM cases!); these make the process of creating work orders simpler. Knowing about incidents might be useful. This post describes incidents.
Scheduling work orders may also come up. This can be done from the schedule board or the scheduling assistant. Knowing about both of these may be useful.
It is also likely that you will need some knowledge of the FieldOne Sky mobile application, you can find a description of that here.
And this post is a collection of my other FieldOne posts.
Obviously I don’t know what will come up in the exam but I believe the posts I’ve mentioned should provide you with a good overview of FieldOne. I hope this will have helped with your preparation and I will continue these posts soon.
Business Applications communities