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

Overview

About this 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.
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

After completing this 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

Lessons

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

 

Module 2: Resource scheduling configuration

Lessons

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

 

Module 3: Defining and configuring bookable resources

Lessons

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

 

Module 4: Working with and configuring incidents

Lessons

  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

Lessons

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

 

Module 2: Field Service Agreements

Lessons

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

 

Module 3: Inventory and Purchasing

Lessons

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

 

Module 4: Field Service Mobile

Lessons

  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

Lessons

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

 

Module 2: Managing scheduling options

Lessons

  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

Lessons

  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

Lessons

  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

FAQ's

SpireTec solutions is the latest technology enabled I.Tmanagement training company specialized in offering 1500+ courses with the state of art training facilities backed by a team of industry experts in various domains with assuring best quality services.
Since SpireTec provides 24X7 training and support for your training needs is very adaptable to your time availabilities and offers customized training programs according to your availability and time zones of your contingent.
Because SpireTec aims for the personal & professional growth of you as individual & corporate as a whole, providing training on the latest and updated versions in the designated domains.
It is preferable but not mandatory to have domain experience in the area of your interest in which you want to opt training, supported by good English communication skills, a good Wi-Fi and computer or laptop system in case you want remote training
Spire Tec aims and ensure to offer finest and world-class training to the participants by giving them a proper counselling and a guided career path by our industry experts which leads guaranteed success for you in the corporate world
We offer online training (1-1, Group training), Classroom training, Onsite training with state of art facilities.
You can make payment online via PayPal with any of the debit & credit cards or via direct bank transfer.