651-905-3729 Microsoft Silver Learning Partner EC Counsel Reseller compTIA Authorized Partner

Microsoft Dynamics 365 Field Service (MB-240T00)

4 days

Description

Dynamics 365 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.

This course contains a 1-day Applied Workshop that will allow you to practice your skills.

Audience Profile

This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

Objectives

  • 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.

 

No Upcoming Public Classes

There are currently no public events available for this course. However, you can submit a request for a new date and we will try our best to get you into a Microsoft Dynamics 365 Field Service (MB-240T00) class.

Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

1 - Configure Microsoft Dynamics 365 Field Service

  • Key Field Service configuration considerations
  • Define Field Service products and services
  • Work with work order types, territories, and status settings
  • Resolutions
  • Define incident and service task types
  • Define account preferences
  • Check your knowledge

2 - Configure bookable resources in Dynamics 365 Field Service

  • Overview of bookable resources
  • Setup and configuration
  • Define bookable resources
  • Work with crews, facilities, and pools
  • Configure entities for URS
  • Check your knowledge

3 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfillment preferences
  • Work with requirement groups
  • Crew facility resource pool scheduling
  • Check your knowledge

4 - Work order management in Dynamics 365 Field Service

  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Work with incidents
  • Scheduling considerations
  • Work with inventory and warehouses
  • Customer assets
  • Check your knowledge

5 - Incident types in Dynamics 365 Field Service

  • Define incident types
  • Create incident types
  • Use incident types
  • Check your knowledge

6 - Inspections in Dynamics 365 Field Service

  • Create inspections
  • Associate inspections
  • Perform inspections
  • Check your knowledge

7 - Manage scheduling options in Dynamics 365 for Field Service

  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Schedule and reschedule
  • Reschedule and move items
  • Check your knowledge

8 - Customize the schedule board in Dynamics 365 Field Service

  • Work with multiple schedule boards
  • Schedule Board options
  • Design and use views with the Schedule Board
  • Configure schedule board filter queries
  • Check your knowledge

9 - Deploying Resource Scheduling Optimization

  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules
  • Check your knowledge

10 - Get started with the Dynamics 365 Field Service Mobile application

  • Deploy the mobile application
  • Work with the mobile application
  • Service customer assets
  • Work offline and update offline data
  • More mobile application capabilities
  • Check your knowledge

11 - Customize and configure the Dynamics 365 Field Service Mobile application

  • Edit the mobile application
  • Offline configuration
  • Barcode scanning and global search
  • Audit locations
  • Configure push notifications
  • Check your knowledge

12 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

  • Application setup and user configuration
  • Make Remote Assist calls for Field Service work orders
  • Make Remote Assist calls
  • Use Field Service bookings on a HoloLens device
  • Check your knowledge

13 - Customer assets in Dynamics 365 Field Service

  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations
  • Check your knowledge

14 - Set up Field Service to create work orders from IoT data

  • Installation and setup
  • Configure Connected Field Service
  • Device data
  • Visualize device readings
  • IoT alerts
  • Mobile app
  • Check your knowledge

15 - Create custom apps for Dynamics 365 Field Service

  • Create apps from Power Apps
  • Deploy the customer experiences portal
  • Customize Dynamics 365 Field Service
  • Universal Resource Scheduling
  • Set up and customize schedule boards
  • Check your knowledge

16 - Gather customer feedback with Dynamics 365 Customer Voice

  • Create a project by using the support template
  • Customize email templates with survey variables
  • Configure Power Automate to send surveys after a case is resolved
  • Create surveys for omnichannel surveys and satisfaction metrics
  • Set up post chat surveys
  • Check your knowledge

No Upcoming Public Classes

There are currently no public events available for this course. However, you can submit a request for a new date and we will try our best to get you into a Microsoft Dynamics 365 Field Service (MB-240T00) class.

Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date