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MB-240 - Microsoft Dynamics 365 Field Service (EN)

e-kurz

Základní info

Popis kurzu

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.

Cíle kurzu

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.

Určeno pro

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

Obsah kurzu

Module 1: Configure Field Service

In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.

Lessons

Introduction to configuring Field Service

Defining products and services

Defining tax codes

Module 2: Resource Scheduling Configuration

In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.

Lessons

Mapping and location information

Configuring resource components

Defining account preferences

Module 3: Defining and Configuring Bookable Resources

In this module, we will learn how to create and manage bookable resources, including resource pools and crews.

Lessons

Defining bookable resources

Resource pools, crews and facilities

Module 4: Configure Incidents

In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.

Lessons

Creating an incident

Using service tasks

Module 5: Inventory and Work Order Management

In this module, we will learn how to create and use work orders to schedule resources.

Lessons

Configure Field Service work orders

Creating work orders

Managing work orders

Module 6: Field Service Agreements

In this module, we will introduce agreements, and learn how to configure them for your organization.

Lessons

Using Field Service agreements

Set up bookings

Set up invoices

Module 7: Inventory and Purchasing

In this module, we will learn about management of customer assets.

Lessons

Manage customer assets

Manage inventory

Purchasing and returns

Module 8: Field Service Mobile

In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.

Lessons

Mobile client overview

Install and deploy Field Service mobile projects

Manage mobile projects

Deploy the mobile client

Module 9: Universal Resource Scheduling

In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.

Lessons

URS overview and configuration

Enabling entities for URS

Customize entities for URS

Module 10: Managing Scheduling Options

In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.

Lessons

Using the schedule board

Schedule items

Rescheduling and substituting resources

Crew and pool scheduling

Module 11: Customizing the Schedule Board

In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.

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

In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.

Lessons

Working with resource scheduling optimization

Defining optimization goals

Defining optimization scopes

Defining optimization profiles

Single resource scheduling

Studijní materiály

Materials are in electronic form.

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