MB-240 Microsoft Dynamics 365 Field Service - ITEL
MB-240 Microsoft Dynamics 365 Field Service
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Course Code:
MB-240
Duration:
4 Days
Delivery Mode:
Instructor-led training (ILT)/Online Learning (OLL)
Start Date:
Contact Us
End Date:
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Fees:
$3,052.00

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.

Course Outline

Lesson 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
  • Exercise – Configure Field Service settings
Lesson 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
  • Exercise – Set up and configure bookable resources
Lesson 3: Schedule crews, facilities, and resource pooling in Dynamics 365 Field Service
  • Schedule multiple resources and facilities
  • Define resources
  • Work with fulfilment preferences
  • Work with requirement groups
  • Crew facility resources pool scheduling
  • Exercise – Schedule multiple resources
Lesson 4: Work order management, agreements, inventory, and purchasing in Dynamics 365 Field Service
  • Overview of the Field Service work order lifecycle
  • Create and define work orders
  • Work with work order-related records
  • Exercise – Create work orders
  • Entitlement
  • Work with agreements
  • Service level agreements (SLAs) for work orders
  • Work with inventory and warehouses
Lesson 5: Incident types in Dynamics 365 Field Service
  • Define incident types
  • Create incident types
  • Use incident types
Lesson 6: Inspections in Dynamics 365 Field Service
  • Create inspections
  • Associate inspections
  • Perform inspections
Lesson 7: Manage scheduling options in Dynamics 365 for Field Service
  • Overview of scheduling capabilities
  • Overview of the schedule board
  • Reschedule and move items
  • Exercise – Schedule items
Lesson 8: Deploying Resource Scheduling Optimization
  • Resource Scheduling Optimization overview
  • Setup and deployment options
  • RSO configuration options
  • Define optimization goals
  • Define optimization scopes
  • Define optimization schedules
Lesson 9: Get started with 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
Lesson 10: 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
Lesson 11: 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 booking on a HoloLens device
Lesson 12: Customer assets in Dynamics 365 Field Service
  • Create customer assets
  • Associate customer assets
  • Set up customer asset hierarchies
  • Use functional locations
Lesson 13: 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
Lesson 14: 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
Lesson 15: 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

Course Fee (inclusive of 9% GST)

$3,052.00 *Funding not available
Course Prerequisite
To be updated
Important Notes
None.
Who Should Attend?
To be updated

Why ITEL?

  • Diverse Range of IT Courses

    We offer a diverse range of IT courses tailored to student needs. Our curriculum covers foundational to advanced topics, ensuring comprehensive learning. We stay updated with industry trends to deliver relevant courses.

  • Skilled & Experienced Instructors

    We are proud to have a team of highly skilled and experienced instructors. Our instructors are industry professionals with in-depth knowledge and expertise across various IT domains.

  • Practical & Hands-on Exercises

    Our courses feature hands-on exercises, projects, and simulations to build practical skills. Students gain confidence by applying knowledge to real-world scenarios.

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