Microsoft Dynamics 365 Field Service (MB-240T00) at Knowledge Transfer

Description

Dynamics 365 Field Service helps organizations better position themselves in the market by providing a variety of tools that assist in identifying and scheduling resources and managing workloads for mobile workers. This course will equip students with the skills necessary to identify and configure the key components that are used to deliver Field Service and mobile solutions. Key topics include identifying the organizational considerations that will drive configuration decisions and common configuration aspects. This course helps students better understand the bigger picture and end goals focused around implementations that aid in designing more efficient solutions that align with customer and organizational goals.

This course contains a 1-day Applied Workshop that will allow you to practice your skills.

Audience Profile

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

Objectives

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.

No Upcoming Public Classes

There are currently no public events available for this course. However, you can submit a request for a new date and we will try our best to get you into a Microsoft Dynamics 365 Field Service (MB-240T00) class.

Private Training Available

No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.

Course Overview

1 - Configure Microsoft Dynamics 365 Field Service

Key Field Service configuration considerations
Define Field Service products and services
Work with work order types, territories, and status settings
Resolutions
Define incident and service task types
Define account preferences
Check your knowledge

2 - Configure bookable resources in Dynamics 365 Field Service

Overview of bookable resources
Setup and configuration
Define bookable resources
Work with crews, facilities, and pools
Configure entities for URS
Check your knowledge

3 - Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service

Schedule multiple resources and facilities
Define resources
Work with fulfillment preferences
Work with requirement groups
Crew facility resource pool scheduling
Check your knowledge

4 - Work order management in Dynamics 365 Field Service

Overview of the Field Service work order lifecycle
Create and define work orders
Work with work order-related records
Work with incidents
Scheduling considerations
Work with inventory and warehouses
Customer assets
Check your knowledge

5 - Incident types in Dynamics 365 Field Service

Define incident types
Create incident types
Use incident types
Check your knowledge

6 - Inspections in Dynamics 365 Field Service

Create inspections
Associate inspections
Perform inspections
Check your knowledge

7 - Manage scheduling options in Dynamics 365 for Field Service

Overview of scheduling capabilities
Overview of the schedule board
Schedule and reschedule
Reschedule and move items
Check your knowledge

8 - Customize the schedule board in Dynamics 365 Field Service

Work with multiple schedule boards
Schedule Board options
Design and use views with the Schedule Board
Configure schedule board filter queries
Check your knowledge

9 - Deploying Resource Scheduling Optimization

Resource Scheduling Optimization overview
Setup and deployment options
RSO configuration options
Define optimization goals
Define optimization scopes
Define optimization schedules
Check your knowledge

10 - Get started with the Dynamics 365 Field Service Mobile application

Deploy the mobile application
Work with the mobile application
Service customer assets
Work offline and update offline data
More mobile application capabilities
Check your knowledge

11 - Customize and configure the Dynamics 365 Field Service Mobile application

Edit the mobile application
Offline configuration
Barcode scanning and global search
Audit locations
Configure push notifications
Check your knowledge

12 - Integrate Dynamics 365 Remote Assist with Dynamics 365 Field Service

Application setup and user configuration
Make Remote Assist calls for Field Service work orders
Make Remote Assist calls
Use Field Service bookings on a HoloLens device
Check your knowledge

13 - Customer assets in Dynamics 365 Field Service

Create customer assets
Associate customer assets
Set up customer asset hierarchies
Use functional locations
Check your knowledge

14 - Set up Field Service to create work orders from IoT data

Installation and setup
Configure Connected Field Service
Device data
Visualize device readings
IoT alerts
Mobile app
Check your knowledge

15 - Create custom apps for Dynamics 365 Field Service

Create apps from Power Apps
Deploy the customer experiences portal
Customize Dynamics 365 Field Service
Universal Resource Scheduling
Set up and customize schedule boards
Check your knowledge

16 - Gather customer feedback with Dynamics 365 Customer Voice

Create a project by using the support template
Customize email templates with survey variables
Configure Power Automate to send surveys after a case is resolved
Create surveys for omnichannel surveys and satisfaction metrics
Set up post chat surveys
Check your knowledge

No Upcoming Public Classes

Private Training Available

No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.

Microsoft Dynamics 365 Field Service (MB-240T00)

4 days

Description

No Upcoming Public Classes

Course Overview

No Upcoming Public Classes

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