This is our second training session today on Microsoft Field Service.  We will summarize the key features from the 11 AM webinar on “Intro to Microsoft Field Service”, and we will show you the advanced features in the afternoon webinar to allow you to automate Field Service (saving time & effort).

Webinar Agenda:

  1. An Introduction to 2021 Microsoft Technology
  • Automate your Diagnostics, Spare Parts, & Warranty programs
  • What is Microsoft Dynamics 365?
  • TEAMS, & Power BI for reporting – it all works together
  1. Going further with Dynamics 365 for Service
  • General Service
  • Preventive Maintenance
  • Spare Parts
  • Site- Inspections
  • Scheduling/Dispatch
  • Work Orders
  • Asset Management
  • Advanced features:
    • Power BI
    • Teams for collaboration
    • Marketing to grow your business
    • Power Platform
  1. Introduction to Dynamics 365 CRM
  2. The four screens every CRM user should familiarize
  • Accounts
  • Contacts
  • Activities
  • Dashboards & Reporting
  • Your Sales Process

Details

Date:
August 11, 2021
Time:
1:30 pm - 2:15 pm - ET EDT
Event Category:

This webinar will take place on the Cisco Webex platform. Once registered, we will send you the links required to join the Live Webinar.
Hope to see you at the webinar. For questions, reach out to linda@voxism.com, or call 705-466-7477.

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