MB-240T00 Dynamics 365 for Field Service

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

Identify the key components involved in Field Service Implementations.

Define the products and services that will be delivered to customers.
Determine which pricing options to use in specific scenarios.
Determine which resources are required.

Course Outline

1 - CONFIGURE FIELD SERVICE

Introduction to configuring Field Service
Defining products and services
Defining tax codes

2 - RESOURCE SCHEDULING CONFIGURATION

Mapping and location information
Configuring resource components
Defining account preferences

3 - DEFINING AND CONFIGURING BOOKABLE RESOURCES

Defining bookable resources
Resource pools, crews and facilities

4 - CONFIGURE INCIDENTS

Creating an incident
Using service tasks

5 - INVENTORY AND WORK ORDER MANAGEMENT

Configure Field Service work orders
Creating work orders
Managing work orders

6 - FIELD SERVICE AGREEMENTS

Using Field Service agreements
Set up bookings
Set up invoices

7 - INVENTORY AND PURCHASING

Manage customer assets
Manage inventory
Purchasing and returns

8 - FIELD SERVICE MOBILE

Mobile client overview
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client

9 - UNIVERSAL RESOURCE SCHEDULING

URS overview and configuration
Enabling entities for URS
Customize entities for URS

10 - MANAGING SCHEDULING OPTIONS

Using the schedule board
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling

11 - CUSTOMIZING THE SCHEDULE BOARD

Configure the board
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups

12 - ADVANCED SCHEDULING OPTIONS

Working with resource scheduling optimization
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling

Actual course outline may vary depending on offering center. Contact your sales representative for more information.

This course is SATV-Eligible
All class times shown are in Pacific Standard Time (PST)

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Course Length: 3 Days

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