SAP Field Service Management (FSM) Cloud Training Content

Module 1: Introduction to SAP Field Service Management

Topic 1: How SAP Field Service Management fits into SAP Service Cloud

Topic 2: Solution Overview

Topic 3: SAP Field Service Management Features & Functionalities

Topic 4: SAP FSM Architecture

Module 2: Master Data Management /DTO

Topic 1: Data Models and APIs

Topic 2: User Types and Cloud Accounts

Topic 3: Business Objects

Topic 4: Data Loader and Data Exporter

Topic 5: Data Object Filters & Management

Topic 6: Hands-On Exercise

Module 3: Administration – Configurations

Topic 1: Account and Company Settings

Topic 2: Permissions for Users, User Groups & User Roles

Topic 3: Service Workflow Configuration

Topic 4: Screen Configuration

Topic 5: Custom Translations

Topic 6: Business Rules

Topic 7: Query API

Topic 8: Instructor Demo

Topic 9: Hands-On Exercise

Module 4: Workforce Management - Planning & Dispatching

Topic 1: Overview of the Planning & Dispatching Board

Topic 2: Service Call Lifecycle

Topic 3: Create a Service Call / Activity

Topic 4: Assigning an Activity to the Technician

Topic 5: Release Activity (Service Assignment)

Topic 6: Absences and Reservations

Topic 7: Workflow Steps

Topic 8: Maps

Topic 9: Using Skills and Filters.

Topic 9: Instructor Demo

Topic 10: Hands-On Exercise

Module 5: Mobile Field Service – Guided Service Execution

Topic 1: Mobile Field Service Apps

Topic 2: Customize Application

Topic 3: Mobile Service workflow

Topic 4: Create New Assignment on Mobile (Service Call, Activity)

Topic 5: Reserved Materials.

Topic 6: Record Time (Effort)

Topic 7: Expenses & Materials

Topic 8: Activity Feedback

Topic 9: Checkout

Topic 10: Offline Considerations

Topic 11: Instructor Demo

Topic 12: Hands-On Exercise

Module 6: Smart Forms & Feedback

Topic 1: Smart Forms & Feedback Features

Topic 2: Smart Form Templates & Designing

Topic 3: Smart Form Elements – Calculations

Topic 4: Smart Form in Mobile Application

Topic 5: Smart Form Validation

Topic 6: Instructor Demo

Topic 7: Hands-On Exercise Module

Module 7: Analytics & Reporting

Topic 1: Overview of SAP FSM Analytics & Reporting Module

Topic 2: Business Reports via Dashboards

Topic 3: Cloud Reporting via Reports

Topic 4: Integration with SAP Analytics Cloud

Topic 5: Instructor Demo

Topic 6: Hands-On Exercise

Module 8: Business Rules

Topic 1: What are Business Rules used for?

Topic 2: Where to find Business Rules?

Topic 3: Business Rule Configurations

Topic 4: Validating and Executing a Business Rule

Topic 5: Business Rule Execution Logs

Topic 6: Instructor Demo

Topic 7: Hands-On Exercise

Module 9: Crowd Service

Topic 1: Overview & Disambiguating Multi-Tenant and Single Tenant

Topic 2: Crowd Service Architecture

Topic 3: Partner Portal – Standard vs Customized

Topic 4: Is your use case suited for Crowd Service?

Topic 5: The Crowd Service Workforce

Module 10: Customer Self Service

Topic 1: Overview of Customer Self-Service Functionality

Topic 2: The Self-Service Web Application

Topic 3: The Admin Portal

Topic 4: Configuration, Setup and Branding

Topic 5: Interactive Demo

Module 11: Available Integrations with SAP FSM

Topic 1: Overview of Available Integration Scenarios

Topic 2: End to End process with Integration Points

Topic 3: Master Data, Ticket, and Items Integration

Module 12: Additional Resources

Topic 1: Interview Questions

Topic 2: Assessments