Microsoft Dynamics 365 Field Service

Course Details
Code: MB-240T00
Tuition (USD): $2,095.00 $1,885.50 • Virtual (3 days)
$2,095.00 $1,885.50 • Classroom (3 days)

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
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