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MB-240 Microsoft Dynamics 365 for Field Service

Základní info

Popis kurzu

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


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

Obsah kurzu

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


Course Outline


Module 1: Configure Field Service


Lessons



  • Introduction to field service

  • Defining products and services

  • Defining tax codes


Module 2: Resource scheduling configuration


Lessons



  • Mapping and location information

  • Configuring resource components

  • Defining account preferences


Module 3: Defining and configuring bookable resources


Lessons



  • Defining bookable resources

  • Resource pools, crews and facilities


Module 4: Working with and configuring incidents


Lessons



  • Creating incidents

  • Using service tasks

  • Defining products, services and skills


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


Course Outline


Module 1: Field Service Work Orders


Lessons



  • Configure field service work orders

  • Creating work orders

  • Managing work orders


Module 2: Field Service Agreements


Lessons



  • Using field service agreements

  • Set up bookings

  • Set up invoices


Module 3: Inventory and Purchasing


Lessons



  • Manage customer assets

  • Manage inventory

  • Purchasing and returns


Module 4: Field Service Mobile


Lessons



  • Field Service Mobile Application overview

  • Install and deploy Field Service Mobile Projects

  • Manage Mobile Projects

  • Deploy the Mobile client


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


Course Outline


Module 1: Universal Resource Scheduling


Lessons



  • URS overview and configuration

  • Enabling entities for URS

  • Entity customization and automation considerations


Module 2: Managing scheduling options


Lessons



  • Using the Schedule Board

  • Scheduling items

  • Rescheduling and substituting resources

  • Crew and resource pool scheduling


Module 3: 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


Module 4: Resource Scheduling Optimization


Lessons



  • Resource Scheduling Optimization overview

  • Defining optimization goals

  • Defining optimization scopes

  • Defining optimization profiles

Předpoklady

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

Studijní materiály

V angličtině

MB-240 Microsoft Dynamics 365 for Field Service

Vybraný termín:

8.2.2021  ONLINE

Cena

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