Microsoft Dynamics 365 Field Service (MB-240T00)

• 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.

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

Basic understanding of Dynamics 365 features, functionality, and navigation.

MB-240T01-A: 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