Field Service Implementations in Microsoft Dynamics
GP 9.0
Course 8538: Three days;
Instructor-Led
Course Fee:
$1497.00
Course Time: 3 days, 9:30 am - 4:30 pm, or 6 evenings, 6pm - 9pm
Introduction
The three day Microsoft Dynamics 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:
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Identify the key factors in a successful
software implementation
|
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Understand the importance of requirements
analysis for both software and hardware needs
|
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Have the proper documents to utilize in
managing a FSS implementation
|
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Be prepared with an arsenal of questions to
assist in the setup of the FSS modules
|
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Understand integration methods for core
modules of the Field Service suite
|
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Have participated in several case studies to
ensure understanding of the topics presented in
the course
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Prerequisites
Before attending this course, students must have:
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General knowledge of Microsoftฎ Windowsฎ
|
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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 Certification exams
No Microsoft Certification 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
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Successful Software Deployment
|
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A Roadmap to Success
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FSS Features, Requirements and Additional
Resources
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Requirements Analysis
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Project Management Tools
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After completing this chapter, students should be
able to:
| |
Identify the key factors in a successful
software deployment
|
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Name the three key stakeholders in a software
implementation
|
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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
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Service Call Setup overview
|
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Service Call Process flow
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Chapter 3: Contract Administration
This chapter focuses on key aspects of the Contract
Administration module.
Main Topics
| |
Contract Administration Setup overview
|
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Contract Administration Process flow
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Chapter 4: Preventive Maintenance
This chapter focuses on key aspects of the Preventive
Maintenance module.
Main Topics
| |
Preventive Maintenance Setup overview
|
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Preventive Maintenance Process flow
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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
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Chapter 6: Depot Management
This chapter focuses on key aspects of the Depot
Management module.
Main Topics
| |
Depot Management Setup Overview
|
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Depot Management Process flow
|
Chapter 7: Field Service Web Products
This chapter focuses on the features of the FSS web
products.
Main Topics
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eService review
|
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eReturns review
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eTech review
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Appendix A: Case Studies
This appendix contains the Case Studies for the
class.
Labs
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Case Study - Day 1
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Case Study - Day 2
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Case Study - Day 3
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Labs A-01 - A-11
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Case Study - Day 3
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Lab A12
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Case Study - Day 3 (optional)
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Lab A13
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Appendix B: Case Study Answers
This appendix contains the answers to the Case
Studies.
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