Field Service Implementations in Microsoft
Dynamics GP 9.0
Course 8538: Three days;
Instructor-Led
On This Page
Introduction
The three day Microsoft DynamicsT GP Field Service
- Implementation course identifies the key factors that are
prevalent in a successful deployment of the Field Service software.
A variety of planning, scheduling and implementation tools are
provided to assist you during Microsoft Dynamics GP Field Service
implementations
This course also reviews each of the modules
included in the Field Service suite. Included are sample questions
to ask the customer to help determine the appropriate setup features
to ensure a successful implementation for each module. Multiple
class labs are introduced for class participation to allow hands on
practice of the techniques learned.
A thorough understanding of these topics allows
you to have confidence in managing your first or your 15th Field
Service implementation.
Audience
Partners wishing to embrace the skills and
techniques needed to ensure a successful deployment of any and all
of the Field Service modules.
The class is targeted toward partners who need to
understand the technical aspects of Microsoft Dynamics GP Field
Service Implementations and gain knowledge of managing a successful
deployment of the software.
At Course Completion
After completing this course, students should be
able to:
| |
Identify the key factors
in a successful software implementation |
| |
Understand the
importance of requirements analysis for both software and
hardware needs |
| |
Have the proper
documents to utilize in managing a FSS implementation |
| |
Be prepared with an
arsenal of questions to assist in the setup of the FSS
modules |
| |
Understand integration
methods for core modules of the Field Service suite |
| |
Have participated in
several case studies to ensure understanding of the topics
presented in the course |
Prerequisites
Before attending this course, students must have:
| |
General knowledge of
Microsoftฎ Windowsฎ |
| |
Basic knowledge of
Microsoft Dynamics GP Foundation series, Inventory, Sales
Order Processing, Payables Management, Purchase Order
Processing, Service Call Management, Contract
Administration, Preventive Maintenance, Returns Management,
and Depot Management |
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are
associated with this course currently.
Course Materials
The student materials include a comprehensive
workbook and other necessary items for this class.
Course Outline
Chapter 1: Field Service Implementation Tools
This chapter provides a general overview of the
features and benefits of using the Returns Management module in an
integrated environment. It also focuses on how this module
integrates with other modules in the Microsoft Dynamics GP
application.
Main Topics
| |
Successful Software
Deployment |
| |
A Roadmap to Success |
| |
FSS Features,
Requirements and Additional Resources |
| |
Requirements Analysis |
| |
Project Management Tools |
After completing this chapter, students should be
able to:
| |
Identify the key factors
in a successful software deployment |
| |
Name the three key
stakeholders in a software implementation |
| |
Identify the project
management tools used for a successful implementation |
Chapter 2: Service Call
This chapter focuses on key aspects of the Service
Call module.
Main Topics
| |
Service Call Setup
overview |
| |
Service Call Process
flow |
Chapter 3: Contract Administration
This chapter focuses on key aspects of the
Contract Administration module.
Main Topics
| |
Contract Administration
Setup overview |
| |
Contract Administration
Process flow |
Chapter 4: Preventive Maintenance
This chapter focuses on key aspects of the
Preventive Maintenance module.
Main Topics
| |
Preventive Maintenance
Setup overview |
| |
Preventive Maintenance
Process flow |
Chapter 5: Returns Management
This chapter focuses on key aspects of the Returns
Management module.
Main Topics
| |
Returns Management Setup
Overview |
| |
Returns Management
Process flow |
Chapter 6: Depot Management
This chapter focuses on key aspects of the Depot
Management module.
Main Topics
| |
Depot Management Setup
Overview |
| |
Depot Management Process
flow |
Chapter 7: Field Service Web Products
This chapter focuses on the features of the FSS
web products.
Main Topics
| |
eService review |
| |
eReturns review |
| |
eTech review |
Appendix A: Case Studies
This appendix contains the Case Studies for the
class.
Labs
| |
Case Study - Day 1 |
| |
Case Study - Day 2 |
| |
Case Study - Day 3 |
| |
Labs A-01 - A-11 |
| |
Case Study - Day 3 |
| |
Lab A12 |
| |
Case Study - Day 3
(optional) |
| |
Lab A13 |
Appendix B: Case Study Answers
This appendix contains the answers to the Case
Studies.
