MB-240: Microsoft Dynamics 365 Field Service

Curso MB-240: Microsoft Dynamics 365 Field Service

Obtenga información sobre cómo configurar correctamente una implementación de Dynamics 365 for Field Service para maximizar las herramientas y características disponibles con el fin de administrar eficazmente un equipo de trabajo móvil.

Curso virtual con examen de certificación incluido de regalo. ¡No dejes pasar esta oportunidad! El examen está valorado en 165 € + IVA y está incluido sin coste adicional.

Promoción válida hasta el 31 de diciembre del 2025. Examen de una oportunidad disponible únicamente en modalidad Virtual - Teleformación. No aplicable a modalidad Self-Learning.

Nivel: Intermedio  -  Producto: Dynamics 365  -  Rol: Consultor funcional

Curso dirigido a

Este curso está diseñado para profesionales de TI con experiencia o interés en ofrecer soluciones de servicio de campo para clientes de gran escala.

Elementos de la formación MB-240

• Configurar Microsoft Dynamics 365 Field Service
• Configurar recursos que se pueden reservar en Dynamics 365 Field Service
• Programar equipos, instalaciones y grupos de recursos en Dynamics 365 Field Service
• Gestión de órdenes de trabajo, acuerdos, inventario y compras en Dynamics 365 Field Service
• Tipos de incidentes en Dynamics 365 Field Service
• Inspecciones en Dynamics 365 Field Service
• Administrar las opciones de programación en Dynamics 365 for Field Service
• Personalizar el tablero de programación en Dynamics 365 Field Service
• Implementar Resource Scheduling Optimization
• Introducción a la aplicación Dynamics 365 Field Service Mobile
• Personalizar y configurar la aplicación Dynamics 365 Field Service Mobile
• Integrar Dynamics 365 Remote Assist con Dynamics 365 Field Service
• Activos de cliente en Dynamics 365 Field Service
• Configurar Field Service para crear órdenes de trabajo a partir de datos de IoT
• Crear aplicaciones personalizadas para Dynamics 365 Field Service
• Recopile comentarios del cliente con Dynamics 365 Customer Voice

Contenido del curso MB-240: Servicio de campo de Microsoft Dynamics 365

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:

• Describe 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

Requisitos previos

Idioma

• Curso: Inglés / español
• Labs: Inglés / español

Certificación de Microsoft Asociada: Dynamics 365 Field Service Functional Consultant Associate

Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate

Muestre cómo configurar correctamente una implementación de Microsoft Dynamics 365 Field Service para maximizar las herramientas y características disponibles al administrar un equipo de trabajo móvil.

Nivel: Intermedio
Rol: Consultor funcional
Producto: Dynamics 365
Asunto: Business applications