MB-240: Microsoft Dynamics 365 for Field Service Course Outline
(3 days)
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.
Other key topics include identifying what a typical work order lifecycle looks like as well as the organizational considerations that will drive configuration decisions. Additionally, this course will focus on components that are commonly used in relation to work orders including agreements, inventory components, purchasing, and mobility strategies.
Additional key topics include identifying where to begin and as well as the organizational considerations that will drive resource scheduling decisions. A primary focus will be on how to best leverage the tools that are available to locate and schedule resources such as using the schedule board and the schedule assistant. Additionally, we will examine customization scenarios such as enabling items for scheduling, defining schedule board options, working with multiple schedule boards, and extending the core scheduling functionality.
This course helps students better understand the bigger picture and end goals focused around work order delivery and execution that aid in designing more efficient solutions that align with customer and organizational goals.
Prerequisites
Basic understanding of Dynamics 365 features, functionality, and navigation.
Related Certifications
Microsoft Certified: Dynamics 365 for Field Service Functional Consultant Associate
Who should attend
Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire
At Course Completion
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.
Course Outline
MB-240T01: Configuring Dynamics 365 for Field Service
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
MB-240T02: Work order and delivery execution for Dynamics 365 for Field Service
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
MB-240T03: Universal Resource Scheduling for Dynamics 365 for Field Service
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
View outline in Word
AMB240
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