Field Service Implementations in Microsoft Dynamics GP 9.0

Course 8538: Three days; Instructor-led

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.

Top of page
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 Microsoft® Windows®

• 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.