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Microsoft Dynamics 365 Field Service

  • Tuition USD $1,886 Save $210
  • Reviews star_rate star_rate star_rate star_rate star_half 1505 Ratings
  • Course Code MB-240T00
  • Duration 3 days
  • Available Formats Virtual, Classroom

Learn how to effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.

Skills Gained

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.

Who Can Benefit

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

Course Details

Outline


Module 1: Configure Field Service
In this introductory module, we will introduce key concepts of Dynamics 365 Field Service, including products, services, and tax codes.
Lessons

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes

you will be able to:
  • Create and manage products and services
  • Configure tax codes for your organization

Module 2: Resource Scheduling Configuration
In this module, we will explore the concept of resource scheduling, and learn how to configure the system to schedule resources efficiently.
Lessons
  • Mapping and location information
  • Configuring resource components
  • Defining account preferences

you will be able to:
  • Configure resource scheduling for your organization
  • Define account preferences
  • Enable location mapping

Module 3: Defining and Configuring Bookable Resources
In this module, we will learn how to create and manage bookable resources, including resource pools and crews.
Lessons
  • Defining bookable resources
  • Resource pools, crews and facilities

you will be able to:
  • Define bookable resources
  • Create pools and crews
  • Manage facility records

Module 4: Configure Incidents
In this module, we will learn how incidents can improve the scheduling efficiency and consistency of your organization.
Lessons
  • Creating an incident
  • Using service tasks

you will be able to:
  • Create an incident for common service tasks
  • Schedule using incidents

Module 5: Inventory and Work Order Management
In this module, we will learn how to create and use work orders to schedule resources.
Lessons
  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders

you will be able to:
  • Configure work orders
  • Schedule resources using work orders

Module 6: Field Service Agreements
In this module, we will introduce agreements, and learn how to configure them for your organization.
Lessons
  • Using Field Service agreements
  • Set up bookings
  • Set up invoices

you will be able to:
  • Use an agreement to schedule work orders
  • Generate invoices for customers

Module 7: Inventory and Purchasing
In this module, we will learn about management of customer assets.
Lessons
  • Manage customer assets
  • Manage inventory
  • Purchasing and returns

you will be able to:
  • Create customer asset records
  • Manage inventory, purchasing and returns

Module 8: Field Service Mobile
In this module, we will learn how to use and configure the Field Service Mobile application for a mobile workforce.
Lessons
  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client

you will be able to:
  • Manage mobile projects
  • Install and deploy the mobile client
  • Describe the value of the mobile app for a mobile workforce

Module 9: Universal Resource Scheduling
In this module, we will introduce the concept of Universal Resource Scheduling, and describe how it can be leveraged for an organization.
Lessons
  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS

you will be able to:
  • Describe Universal Resource Scheduling
  • Enable an entity for URS

Module 10: Managing Scheduling Options
In this module, we will learn how to use the schedule board to reschedule, substitute resources, and schedule pools and crews.
Lessons
  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling

you will be able to:
  • Configure and use the schedule board to schedule resources
  • Reschedule work orders
  • Substitute resources

Module 11: Customizing the Schedule Board
In this module, we will learn how to configure the schedule board to best meet the organization or scheduler's needs.
Lessons
  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups

you will be able to:
  • Customize the schedule board
  • Create additional boards
  • Add views to a schedule board

Module 12: Advanced Scheduling Options
In this module, we will dive deeper into the options for customizing the scheduling of work orders based on unique business requirements.
Lessons
  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

you will be able to:
  • Define optimization for an organization
  • Schedule single resources

Module 13: Connected Field Service
In this module, we look at how Connected Field Service works with AzureIoT capabilities to implement a complete IoT solution.
Lessons
  • Get started
  • IoT Central with Connected Field Service
  • Register and manage devices

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

This course was very high quality and I'm excited to see what other course offerings are available in the future

Just finished up a course taught by Sean Mohseni. Excellent instructor. If you can find a course he's teaching, its well worth it.

Facilities were very clean, coffee was nice to have, snack selection was refreshing

Thank you for the opportunity which let me enjoy the Core Spring class. Looking forward for more classes

Program was well done from initial invitation to actual class and follow-up

1 options available

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  • GTR Nov 30, 2020 Dec 2, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    09:00 17:00 EST
    Enroll
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