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Microsoft Dynamics 365 - Field Service (MB-240)

( Duration: 3 Days )

In Microsoft Dynamics 365 Field Service (MB-240) training course, you will learn 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 you to 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.

By attending Microsoft Dynamics 365 Field Service (MB-240) workshop, delegates will learn 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.

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

This Microsoft Dynamics 365 Field Service (MB-240) class is intended for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.

COURSE AGENDA

1

Configure Field Service

  • Introduction to configuring Field Service
  • Defining products and services
  • Defining tax codes
2

Resource Scheduling Configuration

  • Mapping and location information
  • Configuring resource components
  • Defining account preferences
3

Defining and Configuring Bookable Resources

  • Defining bookable resources
  • Resource pools, crews and facilities
4

Configure Incidents

  • Creating an incident
  • Using service tasks
5

Inventory and Work Order Management

  • Configure Field Service work orders
  • Creating work orders
  • Managing work orders
6

Field Service Agreements

  • Using Field Service agreements
  • Set up bookings
  • Set up invoices
7

Inventory and Purchasing

  • Manage customer assets
  • Manage inventory
  • Purchasing and returns
8

Field Service Mobile

  • Mobile client overview
  • Install and deploy Field Service mobile projects
  • Manage mobile projects
  • Deploy the mobile client
9

Universal Resource Scheduling

  • URS overview and configuration
  • Enabling entities for URS
  • Customize entities for URS
10

Managing Scheduling Options

  • Using the schedule board
  • Schedule items
  • Rescheduling and substituting resources
  • Crew and pool scheduling
11

Customizing the Schedule Board

  • Configure the board
  • Create additional schedule boards
  • Use views to enhance the schedule board
  • Configuring schedule board queries and filters
  • Working with requirement groups
12

Advanced Scheduling Options

  • Working with resource scheduling optimization
  • Defining optimization goals
  • Defining optimization scopes
  • Defining optimization profiles
  • Single resource scheduling

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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