MB-240: Microsoft Dynamics 365 for Field Service Training & Certification Course


About Microsoft Dynamics 365 for Field Service Certification Course

Dynamics 365 for 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.
MB-240: Microsoft Dynamics 365 for Field Service Certification 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

After completing Microsoft Dynamics 365 for Field Service Certification Course, you will be able to:

  • 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.
  • Configure the system to support resource needs.
  • Define commonly reported issues and template them for easier consumption.

Full Description

MB-240T01-A: Configuring Dynamics 365 for Field Service


 Module 1: Configure Field Service


  1.  Introduction to field service
  2.  Defining products and services
  3.  Defining tax codes


Module 2: Resource scheduling configuration


  1.  Mapping and location information
  2.  Configuring resource components
  3.  Defining account preferences


Module 3: Defining and configuring bookable resources


  1.  Defining bookable resources
  2.  Resource pools, crews and facilities


Module 4: Working with and configuring incidents


  1.  Creating incidents
  2.  Using service tasks
  3.  Defining products, services and skills


MB-240T02-A: Work order and delivery execution for Dynamics 365 for Field Service


 Module 1: Field Service Work Orders


  1.  Configure field service work orders
  2.  Creating work orders
  3.  Managing work orders


Module 2: Field Service Agreements


  1.  Using field service agreements
  2.  Set up bookings
  3.  Set up invoices


Module 3: Inventory and Purchasing


  1.  Manage customer assets
  2.  Manage inventory
  3.  Purchasing and returns


Module 4: Field Service Mobile


  1.  Field Service Mobile Application overview
  2.  Install and deploy Field Service Mobile Projects
  3.  Manage Mobile Projects
  4.  Deploy the Mobile client


MB-240T03-A: Universal Resource Scheduling for Dynamics 365 for Field Service


 Module 1: Universal Resource Scheduling


  1.  URS overview and configuration
  2.  Enabling entities for URS
  3.  Entity customization and automation considerations


Module 2: Managing scheduling options


  1.  Using the Schedule Board
  2.  Scheduling items
  3.  Rescheduling and substituting resources
  4.  Crew and resource pool scheduling


Module 3: Customizing the Schedule Board


  1.  Configure the schedule board
  2.  Create additional schedule boards
  3.  Leverage Dynamics 365 views with the schedule board
  4.  Configure schedule board queries and filters
  5.  Working with requirement groups


Module 4: Resource Scheduling Optimization


  1.  Resource Scheduling Optimization overview
  2.  Defining optimization goals
  3.  Defining optimization scopes
  4.  Defining optimization profiles

Fees & Schedule

Delivery Mode Course Duration Fees
Live Virtual Training 3 Days Ask for Quote
Onsite Classroom Training 3 Days Ask for Quote
Customized Training 3 Days Ask for Quote


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