MB-240: Microsoft Dynamics 365 for Field Service Course Outline

Overview
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.

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

Preparation for exam: MB-240

Skills gained
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.

Course outline

Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including bookable resources
Lessons
Configure Microsoft Dynamics 365 Field Service
Configure bookable resources
Schedule crews, facilities, and resource pools

Module 2: Manage work orders
In this module, we will explore work orders, incident types and inspections.
Lessons
Work order management, agreements, inventory and purchasing
Manage incident types
Inspections

Module 3: Schedule and dispatch work orders
In this module, we will learn how to work with the schedule board to schedule and dispatch work orders
Lessons
Manage scheduling options
Customize the schedule board
Deploy Resource Scheduling Optimization (RSO)

Module 4: Field Service Mobile App
In this module, we will learn how customize and configure the Field Service mobile app.
Lessons
Get started with the Field Service mobile app
Customize and configure the mobile app
Integrate Remote Assistt

Module 5: Manage inventory and purchasing
In this module, we will learn how to manage inventory and purchasing in work orders
Lessons
Configure Field Service work orders

Module 6: Implement assets and connected devices
In this module, we will introduce Connected Field Service, customer assets and creating work orders from IoT data
Lessons
Customer assets
Create work orders from IoT data

Module 7: Microsoft Power Platform and Field Service
In this module, we will learn how to use the Microsoft Power Platform to create custom apps to enhance your Field Service solution
Lessons
Create custom apps

Gather feedback with Customer Voice
View outline in Word

AMB240

Attend hands-on, instructor-led MB-240: Microsoft Dynamics 365 for Field Service training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of Dynamics 365 Courses and select the one that's right for you.