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Type: Classroom or individual

About the coach: 

Bernhard Weiersmüller

Bernhard Weiersmüller

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Course description:

After participating in this course you are one of our certified SAP FSM partners. This course consists of two parts and is aligned to consultants and sales employees.

In this workshop, the participants learn how the Field Service Software is set up. Typical support cases will be looked into so that the partner can offer to his customers the first level support after this course.

In the second part of the workshop, sales employees or consultants learn how to organize business processes more efficiently so that the business can be optimized cost-effective and fast with mobile applications.

Course objectives After this course, the participants can:

  • Install, configure and set up the Cloud connector and the Coresystems Field Service Software
  • configure Coresuite Time and know, how to use it, related to the Coresystems Field Service Software
  • Set up service and sales processes and scenarios on the Coresystems Field Service Software
  • Operate with Workforce Management
  • Create checklists templates and recall them from the mobile device as well as retrieve checklist data from the database
  • Provide First Level Support
  • Create reports

Coresystems will publish Certified Mobility Partner on the website and forward leads in regards of mobility. The sales margins for certified mobility partners are significantly higher.

Target audience at least one SAP Business One consultant
at least one SAP Business One sales employee
Prerequisites SAP Business One knowledge
System requirements
  • SAP Business One installation
  • Installed Coresuite Time, Coresuite Country Package (newest versions)
  • iPhone / iPad / Android device (current versions)

https://helpdesk.coresystems.ch/hc/en-us/articles/202579802-System-Requirements

Course content
  • Installation and configuration Coresuite Cloud connector
  • Permission groups in the Coresuite Cloud
  • Installation and configuration of Coresuite Time related to the Coresystems Field Service Software
  • Usage of the Coresystems Field Service Software
  • Configuration Workforce Management
  • Optimization of business processes with Workforce Management
  • Usage Knowledge Management Designer
    – Use cases incl. checkout process
    – Billing wizard
  • Usage Checklists
  • Solving of typical support cases
Duration 6 half-days
Course fee EUR 500.-/CHF 600.- per participant and workshop day
EUR 250.-/CHF 300.- for any additional participant of the same partner
Number of participants at least 2 participants
Language English
Date & Time 22.3 – 29.3.2021 (weekdays)
1.30pm – 5.30pm (CET)
Location Remote

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Workshop Catalog 2021 DE

Workshop Catalog 2021 EN