MB-240T00 Dynamics 365 for Field Service

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.

This course may earn a Credly Badge.

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Price: $2780.00
Duration: 3 Days
Delivery Methods: Virtual
DIR Discount: 55.0%







    For questions call: (469) 721-6100
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    • Get assistance every step of the way from our Texas-based team, ensuring your training experience is hassle-free and aligned with your goals.
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    • Benefit from being taught by Professionally Certified Instructors with expertise in their fields and a strong commitment to making sure you learn and succeed.

    Course Outline

    1 – Configure Field Service
    • Introduction to configuring Field Service
    • Defining products and services
    • Defining tax codes
    2 – Resource Scheduling Configuration
    • Mapping and location information
    • Configuring resource components
    • Defining account preferences
    3 – Defining and Configuring Bookable Resources
    • Defining bookable resources
    • Resource pools, crews and facilities
    4 – Configure Incidents
    • Creating an incident
    • Using service tasks
    5 – Inventory and Work Order Management
    • Configure Field Service work orders
    • Creating work orders
    • Managing work orders
    6 – Field Service Agreements
    • Using Field Service agreements
    • Set up bookings
    • Set up invoices
    7 – Inventory and Purchasing
    • Manage customer assets
    • 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
    9 – Universal Resource Scheduling
    • URS overview and configuration
    • 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
    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
    12 – Advanced Scheduling Options
    • Working with resource scheduling optimization
    • Defining optimization goals
    • Defining optimization scopes
    • Defining optimization profiles
    • Single resource scheduling

    Actual course outline may vary depending on offering center. Contact your sales representative for more information.

     

    Learning Objectives

    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.
    No special instructions regarding this course's target audience provided. Please contact us to discuss if you are unsure whether this course is for you!
    No special prerequisites for this course provided. If you are unsure whether you might need to take another course first, please contact us to discuss.

    Ten (10) business days’ notice is required to reschedule a class with no additional fees. Notify TOPTALENT LEARNING as soon as possible at 469-721-6100 or by written notification to info@toptalentlearning.com to avoid rescheduling penalties.

    Please contact our team at 469-721-6100; we will gladly guide you through the online purchasing process.

    You will receive a receipt and an enrollment confirmation sent to the email you submitted at purchase. Your enrollment email will have instructions on how to access the class. Any additional questions our team is here to support you. Please call us at 469-721-6100.

    If a student is 15 minutes late, they risk losing their seat to a standby student. If a student is 30 minutes late or more, they will need to reschedule. A no-show fee will apply. Retakes are enrolled on a stand-by basis. The student must supply previously issued courseware. Additional fees may apply.

    You will receive a ‘Certificate of Completion’ once you complete the class. If you purchased an exam voucher for the class, a team member from TOPTALENT LEARNING will reach out to discuss your readiness for the voucher and make arrangements to send it.