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Information Technology
MB-240T00 Dynamics 365 for Field Service
What You'll Learn
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.
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.
Description
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.
Who Should Attend
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Course 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.
Course Prerequisites
No results found.
Course Agenda
12 Title
Course Agenda
1
Configure Field Service
Introduction to configuring Field Service
Defining products and services
Defining tax codes
Defining products and services
Defining tax codes
2
Resource Scheduling Configuration
Mapping and location information
Configuring resource components
Defining account preferences
Configuring resource components
Defining account preferences
3
Defining and Configuring Bookable Resources
Defining bookable resources
Resource pools, crews and facilities
Resource pools, crews and facilities
4
Configure Incidents
Creating an incident
Using service tasks
Using service tasks
5
Inventory and Work Order Management
Configure Field Service work orders
Creating work orders
Managing work orders
Creating work orders
Managing work orders
6
Field Service Agreements
Using Field Service agreements
Set up bookings
Set up invoices
Set up bookings
Set up invoices
7
Inventory and Purchasing
Manage customer assets
Manage inventory
Purchasing and returns
Manage inventory
Purchasing and returns
8
Field Service Mobile
Mobile client overview
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client
Install and deploy Field Service mobile projects
Manage mobile projects
Deploy the mobile client
9
Universal Resource Scheduling
URS overview and configuration
Enabling entities for URS
Customize entities for URS
Enabling entities for URS
Customize entities for URS
10
Managing Scheduling Options
Using the schedule board
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling
Schedule items
Rescheduling and substituting resources
Crew and pool scheduling
11
Customizing the Schedule Board
Configure the board
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups
Create additional schedule boards
Use views to enhance the schedule board
Configuring schedule board queries and filters
Working with requirement groups
12
Advanced Scheduling Options
Working with resource scheduling optimization
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling
Defining optimization goals
Defining optimization scopes
Defining optimization profiles
Single resource scheduling