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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 531 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

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Lunchtime?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

Fantastic and great platform for training! Would definitely take another course with them!

Well organized, but the training should have included lab times as well, labs won't be done during breaks.

Gave directions/document with great places to eat and area was very clean Free parking and food in kitchen in the morning

Excellent course. Ruben Lopez is an outstanding instructor. Learned tons of information. Would recommend ExitCertified to anyone!

Great course led by a knowledgeable instructor. Would definitely recommend this course to any one I know that is looking to get an AWS Cert. The 4 day course was a great pace. So glad we had that extra day compared to the 3 day course. It really helped a lot and was really worth it. Thank you!

3 options available

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  • Aug 31, 2020 Sep 2, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    09:00 17:00 EST
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  • Nov 30, 2020 Dec 2, 2020 (3 days)
    Location
    iMVP
    Language
    English
    Time
    9:00AM 5:00PM EST
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  • Dec 7, 2020 Dec 9, 2020 (3 days)
    Location
    Virtual
    Language
    English
    Time
    12:00 19:30 EST
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