MB-240: Microsoft Dynamics 365 Field Service.

Course Description

Learn how to properly configure a Dynamics 365 for Field Service deployment to maximize the tools and features available to effectively manage a mobile workforce.

Audience profile

This course is designed for IT professionals with experience or interest in delivering field service solutions for large-scale clients.

Items in this collection

  • Set up Microsoft Dynamics 365 Field Service
  • Configure bookable resources in Dynamics 365 Field Service
  • Schedule equipment, facilities, and resource groups in Dynamics 365 Field Service
  • Managing work orders, agreements, inventory, and purchases in Dynamics 365 Field Service
  • Types of incidents in Dynamics 365 Field Service
  • Inspections in Dynamics 365 Field Service
  • Manage scheduling options in Dynamics 365 for Field Service
  • Customize the scheduling board in Dynamics 365 Field Service
  • Implement Resource Scheduling Optimization
  • Introduction to the Dynamics 365 Field Service Mobile app
  • Customize and configure the Dynamics 365 Field Service Mobile app
  • Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
  • Customer assets in Dynamics 365 Field Service
  • Configure Field Service to create work orders from IoT data
  • Create custom apps for Dynamics 365 Field Service
  • Collect customer feedback with Dynamics 365 Customer Voice

Course outline

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

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

you will be able to:

  • Create and manage products and services
  • Configure tax codes for your organization

Module 2: Resource Scheduling Configuration

In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

you will be able to:

  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping

Module 3: Defining and Configuring Bookable Resources

In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons

  • Defining bookable resources
  • Resource pools, crews and facilities

you will be able to:

  • Define bookable resources
  • Create pools and crews
  • Manage facility records

Module 4: Configure Incidents

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

  • Creating an incident
  • Using service tasks

you will be able to:

  • Create an incident for common service tasks
  • Schedule using incidents

Module 5: Inventory and Work Order Management

In this module, we will learn how to create and use work orders to schedule resources.

Lessons

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

you will be able to:

  • Configure work orders
  • Schedule resources using work orders

Module 6: Field Service Agreements

In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

you will be able to:

  • Use an agreement to schedule work orders
  • Generate invoices for customers

Module 7: Inventory and Purchasing

In this module, we will learn about management of customer assets.

Lessons

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

you will be able to:

  • Create customer asset records
  • Manage inventory, purchasing and returns

Module 8: Field Service Mobile

In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

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

you will be able to:

  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource Scheduling

In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

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

you will be able to:

  • Describes Universal Resource Scheduling
  • Enable an entity for URS

Module 10: Managing Scheduling Options

In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

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

you will be able to:

  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources

Module 11: Customizing the Schedule Board

In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.

Lessons

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

you will be able to:

  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board

Module 12: Advanced Scheduling Options

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

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

you will be able to:

  • Define optimization for an organization
  • Schedule single resources

    Previous requirements

    None

    Language

    • English course
    • Labs: English

    €695.00
    | /

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