1­-855­-778­-7246
> > > MB-240

Dynamics 365 for Field Service (MB-240)

 

Course Overview

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

Course Content

  • Configure Field Service
  • Resource scheduling configuration
  • Defining and configuring bookable resources
  • Working with and configuring incidents
  • Field Service Work Orders
  • Field Service Agreements
  • Inventory and Purchasing
  • Field Service Mobile
  • Universal Resource Scheduling
  • Managing scheduling options
  • Customizing the Schedule Board
  • Resource Scheduling Optimization

Who should attend

Basic understanding of Dynamics 365 features, functionality, and navigation.

Prerequisites

Basic understanding of Dynamics 365 features, functionality, and navigation.

Course Objectives

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.
  • Identify the key areas involved in a work order lifecycle.
  • Generate agreements that can be used to automatically create work orders.
  • Leverage the inventory management capabilities of Dynamics 365 for Field Service.
  • Create and work Purchase Orders through their lifecycle.
  • Deploy and Configure the Field Service Mobile Application.
  • Identify the core components used to schedule items.
  • Configure the application to best leverage the scheduling features.
  • Leverage scheduling features to locate and schedule resources for work.
  • Tailor the application to best represent organizational needs.
  • Develop solutions that can be used to schedule single or multiple resources.
  • Identify the extension options available as part of Universal Resource Scheduling.

Outline: Dynamics 365 for Field Service (MB-240)

Configure Field Service
Lessons
  • Introduction to field service
  • Defining products and services
  • Defining tax codes
Resource scheduling configuration
Lessons
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
Defining and configuring bookable resources
Lessons
  • Defining bookable resources
  • Resource pools, crews and facilities
Working with and configuring incidents
Lessons
  • Creating incidents
  • Using service tasks
  • Defining products, services and skills
Field Service Work Orders
Lessons
  • Configure field service work orders
  • Creating work orders
  • Managing work orders
Field Service Agreements
Lessons
  • Using field service agreements
  • Set up bookings
  • Set up invoices
Inventory and Purchasing
Lessons
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
Field Service Mobile
Lessons
  • Field Service Mobile Application overview
  • Install and deploy Field Service Mobile Projects
  • Manage Mobile Projects
  • Deploy the Mobile client
Universal Resource Scheduling
Lessons
  • URS overview and configuration
  • Enabling entities for URS
  • Entity customization and automation considerations
Managing scheduling options
Lessons
  • Using the Schedule Board
  • Scheduling items
  • Rescheduling and substituting resources
  • Crew and resource pool scheduling
Customizing the Schedule Board
Lessons
  • Configure the schedule board
  • Create additional schedule boards
  • Leverage Dynamics 365 views with the schedule board
  • Configure schedule board queries and filters
  • Working with requirement groups
Resource Scheduling Optimization
Lessons
  • Resource Scheduling Optimization overview
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
Classroom Training

Duration 3 days

Price
  • United States: US$ 1,995
  • SA Voucher: 3
    hardcoded default SA
Online Training

Duration 3 days

Price
  • United States: US$ 1,995
  • SA Voucher: 3
    hardcoded default SA
 
Click City Name To Book Schedule
This is an Instructor-Led Classroom course
  *   This class is delivered by a partner.
United States

Currently there are no training dates scheduled for this course.  You can schedule a private, onsite training session or request a public date by emailing info@fastlaneus.com.

Europe
Germany
Feb 19-21, 2020 Berlin Enroll
Jun 24-26, 2020 Hamburg Enroll
Nov 18-20, 2020 Frankfurt Enroll
France
Apr 6-8, 2020 Paris * Enroll
Jun 29-Jul 1, 2020 Paris * Enroll
Oct 5-7, 2020 Paris * Enroll
Dec 14-16, 2020 Paris * Enroll
Switzerland
Jun 8-10, 2020 Zurich Enroll
Middle East
Qatar
Jun 21-23, 2020 Doha Course language: English Enroll
Dec 13-15, 2020 Doha Course language: English Enroll
United Arab Emirates
Mar 8-10, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Jun 21-23, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Sep 6-8, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Dec 13-15, 2020 Dubai Course language: English This course is being delivered by iTLS. Enroll
Africa
Egypt
Mar 22-24, 2020 Cairo Course language: English Enroll
Jun 21-23, 2020 Cairo Course language: English Enroll
Sep 20-22, 2020 Cairo Course language: English Enroll
Dec 13-15, 2020 Cairo Course language: English Enroll
 
...