Implement Field Service Solutions Using Microsoft Dynamics 365 Field Service (MB-240) Course
Our Microsoft Dynamics 365 Field Service MB-240 Course is a 4-day, instructor-led training course for functional consultants and Dynamics 365 professionals who want to configure and support field service solutions. This MB-240 training course develops the skills needed to manage products and services, configure resources, create work orders, support mobile workers and use Dynamics 365 Field Service to improve service delivery.
This Microsoft Dynamics 365 Field Service course helps delegates build practical knowledge of field service operations, from work order management and customer assets through to scheduling, inventory and mobile application deployment. Topics include resource scheduling, bookable resources, incidents, service tasks, agreements, purchase orders, the Field Service Mobile app, Universal Resource Scheduling, Schedule Board configuration, resource pools, crews, facilities and Resource Scheduling Optimization.
Course Schedule
4 days
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9:30am - 5:00pm
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Online Live
£1,527 per delegate
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Course Code: MB-240
Duration: 4 days
Course Overview
Effectively configure a Dynamics 365 for Field Service implementation to maximize the tools and features available to efficiently manage a mobile work force.
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.
Target Audience
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.
Course Objectives
Students will learn to,
- Manage work orders in Dynamics 365 Field Service
- Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
- Implement Microsoft Dynamics 365 Field Service
- Solve problems in real time with Dynamics 365 Remote Assist
- Explore the fundamentals of Microsoft Dynamics 365 Field Service
Course Content
Module 1: Manage work orders in Dynamics 365 Field Service
- Work order management in Dynamics 365 Field Service
- Define agreements in Dynamics 365 Field Service
- Use service-level agreements and entitlements in Dynamics 365 Field Service
- Incident types in Dynamics 365 Field Service
- Inspections in Dynamics 365 Field Service
- Customer assets in Dynamics 365 Field Service
Module 2: Universal Resource Scheduling in Microsoft Dynamics 365 Field Service
- Configure bookable resources in Dynamics 365 Field Service
- Manage scheduling options in Dynamics 365 for Field Service
- Customize the schedule board in Dynamics 365 Field Service
- Deploying Resource Scheduling Optimization
- Use Resource Scheduling Optimization for Dynamics 365 Field Service
- Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
Module 3: Implement Microsoft Dynamics 365 Field Service
- Configure Microsoft Dynamics 365 Field Service
- Work order management in Dynamics 365 Field Service
- Define agreements in Dynamics 365 Field Service
- Use service-level agreements and entitlements in Dynamics 365 Field Service
- Create custom apps for Dynamics 365 Field Service
- Get started with the Dynamics 365 Field Service Mobile application
- Customize and configure the Dynamics 365 Field Service Mobile application
Module 4: Solve problems in real time with Dynamics 365 Remote Assist
- Get started with making Remote Assist calls
- Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service
Module 5: Explore the fundamentals of Microsoft Dynamics 365 Field Service
- Explore Dynamics 365 Field Service
- Describe Dynamics 365 Field Service scheduling capabilities and related apps
Course Prerequisites
- Basic understanding of Dynamics 365 features, functionality, and navigation.
Note - This course is delivered via our training partner Global Knowledge.
Public Schedule
Private Virtual Training (Teams / Zoom)
N/A
Private Onsite Training (at your offices)
N/A
Note
All prices exclude VAT at 20%.
VAT registration number: 450 4347 14
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