Dynamics 365
Field Service: 1-Day Workshop

Customer Engagement Tips and Tricks for Dynamics 365 Field Service
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1-Day Workshop: Leveraging Customer Engagement for Dynamics 365 Field Service

Customer Engagement refers to the applications that make up the CRM portion of Dynamics 365, which includes sales, customer service, field service, project service automation, marketing, and social engagement.

Advances in technology have businesses rethinking how to better respond to marketplace trends, engage customers, and automate business processes. You need a more agile and flexible business management solution to get optimal customer engagement.

This workshop will take a deep dive into tips and tricks on how to empower you and your organization within the Microsoft Dynamics stack focusing around Field Service.

Dynamics 365 for Field Service

Agenda & Deliverables 


  • Overview of Customer Engagement

  • Q&A into your organization

  • Deep dive into Customer Engagement for Field Service


  • We will provide an overview of all available tools for Customer Engagement and Dynamics 365

  • Workshop will take a deep dive into Dynamics 365 for Field Service

  • We will go over the navigation and workflow

  • We will highlight the architecture and tools and how to match it to your individual needs

  • We will go over scheduling, work order processing, incident types, and classifications

  • We will discuss managing your mobile workforce

  • We will go over additional resources and strategies around Field Service




Founded in 1993, JourneyTEAM has grown from a small software development shop into an award-winning, business technology consulting firm. They are Microsoft's go-to Gold Certified Partner with expert level consultants that solve complex issues to improve a company's sales, marketing, productivity, collaboration, accounting, and security. The company provides consulting and implementation services specifically for Microsoft Dynamics 365, CRM, ERP, Office 365, Dynamics GP, NAV, Microsoft's Enterprise Mobility + Security, SharePoint, Business Analytics, Cybersecurity, and more.

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