MB-240: Microsoft Dynamics 365 Field Service.

Descripción del curso

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.

 

Perfil del público

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 esta colección

  • 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

 

Esquema del curso

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

    Ninguno

    Idioma

    • Curso: Inglés
    • Labs: Inglés

     

    €695.00

    Información relacionada a la formación

    Soporte siempre a tu lado

    Soporte de formación: Siempre a tu lado

    Formación presencial y telepresencial

    ¿Necesitas otra modalidad formativa?

    bonificaciones

    Bonificaciones para empresas