Implement Field Service Solutions Using Microsoft Dynamics 365 Field Service (MB-240) Course

Course Code: MB-240

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Duration: 4 days

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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.

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Target Audience

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

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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

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Course Content

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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

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Course Prerequisites

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

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