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  • MB - 240 : Microsoft Dynamics 365 Field Service

The MB-240: Microsoft Dynamics 365 Field Service course teaches students how to optimize field service operations by configuring and managing mobile workforce solutions. Key topics include identifying resources, scheduling, and configuring components for effective field service delivery. Students will gain the skills needed to align solutions with organizational goals and customer needs, enabling more efficient and streamlined field operations.

Instructor

MB - 240 : Microsoft Dynamics 365 Field Service Training

Curriculum

Boost your skills with MB-230: Microsoft Dynamics 365 Customer Service Training. Learn to manage customer service operations and enhance user satisfaction.

Ratings

( 4.4 Ratings )

Live Online Classes starting on 01 January, 1970

MB - 240 : Microsoft Dynamics 365 Field Service

The MB-240: Microsoft Dynamics 365 Field Service Certification Training course provides participants with a deep understanding of the key features and practical use of Dynamics 365 Field Service applications. This course is centered on configuration of basic features such as work orders, scheduling, inventory, and customer assets, making it easier to enhance field service processes. Users will be able to identify and control the work order life cycle, configure bookable resources, and work with scheduling such as crews, facilities, and resource pools. The training also covers features such as Resource Scheduling Optimization and Connected Field Service to help in the integration of IoT alerts into the service. It focuses on personalization with the help of Microsoft Power Platform tools, including Power Apps and Customer Voice, to develop unique solutions for better user experience. Practical lab sessions help participants understand how to deploy and manage the Dynamics 365 Field Service mobile applications for efficient on-site service delivery. This program is perfect for anyone who wants to learn how to more effectively manage resources, minimize downtime, and increase customer satisfaction through effective field service management.

 

Audience Profile:

This course is designed for IT professionals who have experience or interest in implementing Field Service solutions for large-scale customers. It is suitable for professionals who need to understand the key components of Field Service and how to configure and deliver effective solutions for managing field operations and service delivery.

 

At Course Completion:

After completing this course, students 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 the appropriate pricing options for different service scenarios.

  • Identify the necessary resources required for field service operations.

 

Prerequisites:

  • None

 

Course Outline:

Module 1: Configure Field Service
This module introduces the configuration of the Field Service application, including defining products, services, and tax codes.
Lessons:

  • Introduction to Configuring Field Service

  • Defining Products and Services

  • Defining Tax Codes

Module 2: Resource Scheduling Configuration
Learn how to configure resource scheduling, including mapping, location information, resource components, and account preferences.
Lessons:

  • Mapping and Location Information

  • Configuring Resource Components

  • Defining Account Preferences

Module 3: Defining and Configuring Bookable Resources
This module covers defining bookable resources, including resource pools, crews, and facilities.
Lessons:

  • Defining Bookable Resources

  • Resource Pools, Crews, and Facilities

Module 4: Configure Incidents
Learn how to create and manage incidents within Field Service, including using service tasks.
Lessons:

  • Creating an Incident

  • Using Service Tasks

Module 5: Inventory and Work Order Management
This module covers the configuration, creation, and management of Field Service work orders.
Lessons:

  • Configure Field Service Work Orders

  • Creating Work Orders

  • Managing Work Orders

Module 6: Field Service Agreements
Understand Field Service agreements, including setting up bookings and invoices.
Lessons:

  • Using Field Service Agreements

  • Set Up Bookings

  • Set Up Invoices

Module 7: Inventory and Purchasing
This module focuses on managing customer assets, inventory, and handling purchasing and returns.
Lessons:

  • Manage Customer Assets

  • Manage Inventory

  • Purchasing and Returns

Module 8: Field Service Mobile
Learn about the Field Service mobile client, including installation, deployment, and management of mobile projects.
Lessons:

  • Mobile Client Overview

  • Install and Deploy Field Service Mobile Projects

  • Manage Mobile Projects

  • Deploy the Mobile Client

Module 9: Universal Resource Scheduling
Explore Universal Resource Scheduling (URS) including its overview, configuration, and customization of entities.
Lessons:

  • URS Overview and Configuration

  • Enabling Entities for URS

  • Customize Entities for URS

Module 10: Managing Scheduling Options
Learn how to use the schedule board, schedule items, reschedule resources, and manage crew and pool scheduling.
Lessons:

  • Using the Schedule Board

  • Schedule Items

  • Rescheduling and Substituting Resources

  • Crew and Pool Scheduling

Module 11: Customizing the Schedule Board
Customize the schedule board, including creating additional boards, using views, and configuring queries and filters.
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

Module 12: Advanced Scheduling Options
This module delves into advanced scheduling options, including resource scheduling optimization and defining optimization goals, scopes, and profiles.
Lessons:

  • Working with Resource Scheduling Optimization

  • Defining Optimization Goals

  • Defining Optimization Scopes

  • Defining Optimization Profiles

  • Single Resource Scheduling

(4.4 Ratings)

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